All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

Rental Payment Platform
Start now
More

Features

Industries

Reference

More

Rental Payment Platform · Available now

Trace rent from due date to verified cash.

Rental Payment Platform connects a rent schedule to an accounting document, captured provider cash and a balanced ledger posting. A property manager can identify the lease, due date and rent amount; the finance team can distinguish that expected amount from a verified receipt and the amount actually applied to a posted invoice.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewApproved Documents to Post
Rental Payment Platform · Accounting documents

Approved Documents to Post

posting waits for the ledger accountant

New accounting document
Accounting documents in view
6
Total gross amount USD
2,720
Approved
6
Record numberSubjectStatusPosting dateGross amount USDOrganization
AD-48120October rent invoice, Unit 204Approved10 Oct390Westbrook Living Group
AD-79375Late fee credit, Unit 18Approved11 Oct560Cedarwell Residential
AD-63298Security deposit adjustment, Unit 7CApproved17 Oct200Orchard Vale Management
AD-52725November rent invoice, Unit 42Approved10 Oct800North Quay Housing
AD-83282Utility reimbursement, Suite 6Approved16 Oct230North Quay Housing
6 of 6 records
October rent invoice, Unit 204Accounting documents · AD-48120
Approved
Posting date10 Oct
Gross amount USD390
OrganizationWestbrook Living Group
Review scheduleAD-48120 · October rent invoice, Unit 204

Accounting Reviewer decides whether the submitted schedule can proceed.

Waiting for Accounting Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
17
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

Follow rent and cash in context

Every feature works on the same records. Pick one to see the screen your team works in.

Rent schedules

Connect lease due dates and rent amounts to the accounting work they generate.

  • Lease context
  • Revision
  • Decision
  • Rent schedules
  • Accounting documents
  • Business partners
  • Review decisions
  • Record attachments
Explore rent schedules
OverviewRent Schedule Review
Rental Payment Platform · Rent schedules

Rent Schedule Review

Approval conditions

New
NameLeaseDue dateRent USDParentStatus
Harborview Lofts, Unit 204, October rentHarborview Lofts, Unit 20426 Oct630Move-out cleaning charge, Unit 12BSubmitted
Juniper Court, Unit 18, November rentJuniper Court, Unit 1824 Oct20Security deposit adjustment, Unit 7CSubmitted
Westbrook Flats, Unit 7C, October rentWestbrook Flats, Unit 7C02 Nov830December rent invoice, Unit 311Submitted
Cedar Landing, Unit 311, December rentCedar Landing, Unit 31111 Oct510Prorated rent credit, Unit 9Submitted
Willow Terrace, Unit 42, November rentWillow Terrace, Unit 4216 Oct790Move-out cleaning charge, Unit 12BSubmitted
6 of 6 records
Harborview Lofts, Unit 204, October rentRent schedules · RS-27581
Submitted
LeaseHarborview Lofts, Unit 204
Due date26 Oct
Rent USD630
ParentMove-out cleaning charge, Unit 12B
Revision480
Example screen with sample data
Process

From rent due to applied cash

Rent due to reconciled cash ships ready to use. 2 steps need a named approval before the work moves on: Review schedule (Accounting Reviewer) and Review document (Accounting Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Schedule rent

    Link a lease, due date and amount to the accounting document.

    October rent invoice, Unit 204AD-48120 · Accounting Preparer
    Schedule rentBy Accounting Preparer

  2. Review schedule

    An independent reviewer checks the submitted rent revision and evidence.

    October rent invoice, Unit 204AD-48120 · Accounting Reviewer
    Review scheduleBy Accounting Reviewer
    ApprovalAccounting Reviewer decides whether the submitted schedule can proceed.

  3. Prepare document

    Build the charge and supporting lines for the counterparty.

    October rent invoice, Unit 204AD-48120 · Accounting Preparer
    Prepare documentBy Accounting Preparer

  4. Review document

    Record the decision against the exact document revision.

    October rent invoice, Unit 204AD-48120 · Accounting Reviewer
    Review documentBy Accounting Reviewer
    ApprovalAccounting Reviewer approves or rejects the submitted document revision.

  5. Post journal

    Post balanced entries in an open accounting period.

    October rent invoice, Unit 204AD-48120 · Ledger Accountant
    Post journalBy Ledger Accountant

  6. Apply verified cash

    Apply confirmed provider money within the receipt and document balances.

    October rent invoice, Unit 204AD-48120 · Cash Reconciler
    Apply verified cashBy Cash Reconciler

Start with Schedule to review

Inside a record

Connect verified provider events

Open any accounting document to see its cash applications, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Posting date, Gross amount USD and Organization.

  2. 2
    Cash applications

    Each line is linked to this accounting document.

  3. 3
    Who works on it

    Accounting Preparer, Accounting Reviewer and Ledger Accountant, each with their own permissions.

  4. 4
    Process stages

    Schedule rent and Prepare document, with the role that acts.

  5. 5
    Approvals

    Review schedule and Review document, with who decides.

Approved Documents to PostOctober rent invoice, Unit 204
Rental Payment Platform · Accounting documents

October rent invoice, Unit 204

Westbrook Living Group · Approved

Log activity
1
Record details
Posting date10 Oct
Gross amount USD390
OrganizationWestbrook Living Group
2
Cash applications

October rent invoice, Unit 204

ReceiptDocumentApplied USD
October rent receipt, Unit 204Security deposit adjustment, Unit 7C20
Prorated rent payment, Unit 9December rent invoice, Unit 311450
Move-out balance, Unit 12BProrated rent credit, Unit 9260
Cash applications
6
Total applied USD
2,660
3

Who works on it

  • Accounting PreparerManage accounting documents, document lines, rent schedules…
  • Accounting ReviewerManage review decisions
  • Ledger AccountantManage ledger accounts, accounting periods, journal entries…
4

Process stages

  • Schedule rentAccounting Preparer
  • Prepare documentAccounting Preparer
5

Approvals

  • Review scheduleAccounting Reviewer
    Approved
  • Review documentAccounting Reviewer
    Waiting
Example screen with sample data
Approvals

Keep financial decisions attributable

OverviewApprovals
Rental Payment Platform · Overview

Approvals

Signed in as Accounting Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • RS-27581Harborview Lofts, Unit 204, October rent
    Harborview Lofts, Unit 204Requested by Accounting Preparer
    Submitted0dActions
  • RS-46701Juniper Court, Unit 18, November rent
    Juniper Court, Unit 18Requested by Accounting Preparer
    Submitted2dActions
  • RS-86160Westbrook Flats, Unit 7C, October rent
    Westbrook Flats, Unit 7CRequested by Accounting Preparer
    Submitted2dActions
  • RS-90765Cedar Landing, Unit 311, December rent
    Cedar Landing, Unit 311Requested by Accounting Preparer
    Submitted5dActions

Who approves what

DecisionApprover
Review scheduleAn independent reviewer checks the submitted rent revision and evidence.Accounting Reviewer
Review documentRecord the decision against the exact document revision.Accounting Reviewer
Approve accounting documents, rent schedulesAccounting Reviewer
Approve journal entriesLedger Accountant
4 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Rental Payment Platform to the work that is theirs. Pick a role to see what it starts with.

Accounting Preparer

Prepares documents, lines and rent schedules for review.

This is the first screen this role sees.

OverviewDocument Status Board

Document Status Board

Accounting documents · Accounting Preparer

Draft2
October rent invoice, Unit 204AD-72525
720
Utility reimbursement, Suite 6AD-67890
790
Add
Review2
Late fee credit, Unit 18AD-70258
890
December rent invoice, Unit 311AD-29862
680
Add
Approved1
Security deposit adjustment, Unit 7CAD-75318
860
Add
Posted1
November rent invoice, Unit 42AD-22854
480
Add
Example screen with sample data

Roles and permissions

Reports

Explain posted and collected amounts

Answer what was posted, what was collected and what still needs review.

Overview
Rental Payment Platform · Overview

Rental Payment Platform dashboard

This quarter

Rent schedules in view
6
Total rent USD
3,390
Submitted
6
Due date within 14 days
4

Accounting documents by status

How far records got this quarter

StageReachedStep
Draft24
Review833%
Approved225%
Posted150%

Gross amount USD by status

Sample totals per stage

1.0k0
-2000Draft
0Review
1.0kApproved
1.0kPosted
1.0kReversed
Example screen with sample data
  1. 01Posted value by month

    Which approved documents actually reached the ledger this period?

  2. 02Pending document decisions

    Show accounting documents in Review with owner and revision.

  3. 03Rent due by lease

    Which scheduled obligations are approaching their due dates?

  4. 04Verified cash by partner

    Group verified receipts by business partner and received date.

  5. 05Cash applied to documents

    How much of each verified receipt has been used against a posted charge?

  6. 06Journal balance by period

    Sum debit and credit journal lines by accounting period and entry.

  7. 07Failed operation reasons

    Which actions need investigation and who owns the next step?

  8. 08Review decisions by reviewer

    Show decision, source revision, date and reviewer for each document.

All reports and dashboards

Who it's for

Fit the way your rental team works

See how Rental Payment Platform fits your kind of team.

Property management groups

Coordinate rent evidence and finance work across managed organizations.

Residential rental operators

Track tenant rent due and actual collections without mixing the two.

Commercial lease teams

Keep lease charges, counterparties and posting decisions traceable.

Controls

Trace each guarded action

Each stage of rent due to reconciled cash names the role that acts and the status it records, so a change is never anonymous.

OverviewRent due to reconciled cash
Rental Payment Platform · Process

Rent due to reconciled cash

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
2
Roles involved
5
Tables touched
10
Schedule rent
Accounting Preparer
StatusDraft → Submitted
RecordsAccounting documents, Rent schedules
Review scheduleApproval
Accounting Reviewer
StatusSubmitted → Approved
RecordsReview decisions
Prepare document
Accounting Preparer
StatusDraft → Review
RecordsAccounting documents, Document lines
Rent due to reconciled cash
  1. Start
    Schedule rentDraft → Submitted
    Accounting documents
  2. Approval
    Review scheduleSubmitted → Approved
    Review decisions
  3. Step
    Prepare documentDraft → Review
    Accounting documents
  4. Approval
    Review documentReview → Approved
    Review decisions
  5. Step
    Post journalApproved → Posted
    Journal entries
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next case

Give each finance role help with the records and checks it owns.

It can

  • Accounting Preparer: Find draft rent schedules and gather the linked document and evidence for review.
  • Accounting Reviewer: Show the submitted revision, amount and attachments before a decision.
  • Ledger Accountant: Check the posting period, account activity and debit-credit balance.
  • Cash Reconciler: Compare a verified receipt with the posted document and unused amounts.

Stays with a person

  • Proto can prepare the case and explain the records.
  • A named reviewer still makes approval decisions.
  • Provider verification must come from the connected source, and posting and cash application must pass their record checks.
  • The agent does not turn a rent due date into collected money.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Rental Payment Platform
  • Payment provider
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 17 tables
17tables
  • Rent schedules5
  • Cash receipts4
  • Cash application5
  • Document review6
  • Journal posting7
  • Operations oversight8
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set up scope

    Add the organization, team members, business partners, active ledger accounts and open accounting period.

  2. Prepare rent work

    Link a rent schedule to its accounting document and attach the evidence used for review.

  3. Rehearse decisions

    Have an independent reviewer decide the schedule and document revisions, including a returned case.

  4. Post and collect

    Post the approved document, import a verified provider receipt and apply a partial amount.

  5. Review exceptions

    Inspect failed actions, duplicates and balances through Operations Overview.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Rental Payment Platform.

All questions
How do I get started?

Click Get started, then use Proto to configure Rental Payment Platform for your business. Begin with one organization, a representative lease, an open period and a verified receipt sample.

What does a rent schedule record?

It records the lease, expected due date and rent amount against an accounting document. The schedule gives the reviewer the charge context before collection.

Can a due rent amount be counted as collected cash?

Collection uses a verified provider receipt and a cash application. The schedule remains the expected obligation.

Who reviews a submitted schedule?

Accounting Reviewer examines the submitted revision and supporting evidence and records a decision with its reason.

What happens to a rejected document?

Accounting Preparer corrects the source work and submits a new revision for review. The earlier decision stays attributable to the version reviewed.

When can a document be posted?

Ledger Accountant uses an approved revision, active accounts, balanced debits and credits, and an open period covering the posting date.

How are partial payments handled?

Cash Reconciler applies only the verified amount available on the receipt and leaves the remaining document balance open.

How are duplicate provider events handled?

The provider event identity is retained so a repeated event can be recognized before it creates another available receipt or application.

Where can my team inspect failed actions?

Operations Overview and Failed Operations lead to the action result, reason and affected document.

Can we connect our payment provider?

Yes. Agree the event identity, partner mapping and verification signal during implementation, then rehearse duplicates and partial payments.

Set up Rental Payment Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appRental Payment Platform

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.