Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- SaaS Management Platform
- Identity provider
- Application providers
- Purchasing and billing
- Service channels
SaaS Management Platform · Available now
Example screen with sample data
Keep subscription decisions and service work in one record.
SaaS Management Platform brings subscription ownership and license allocation into the same operating picture as service requests, incidents and planned changes. A subscription names its application, owner, licensed seats, monthly cost and renewal date.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewRequests for approval×
SaaS Management Platform · Service requests
New service request
Requests for approval
Approval conditions
Service requests in view
6Submitted
6| Request type | Requester | Service | Requested at | Due at | Status | |
|---|---|---|---|---|---|---|
| Access request | Nadia Rahman | Incident paging | 20 Oct | 23 Oct | Submitted | |
| License assignment | Evan Brooks | Contract workspace | 28 Oct | 01 Nov | Submitted | |
| License removal | Sofia Alvarez | Document collaboration | 19 Oct | 22 Oct | Submitted | |
| Software purchase | Elena Vasquez | Employee identity | 26 Oct | 01 Nov | Submitted | |
| Service restoration | Priya Nair | Expense approvals | 12 Oct | 16 Oct | Submitted |
6 of 6 records
Access requestService requests · SR-10512
SubmittedRequesterNadia Rahman
ServiceIncident paging
Requested at20 Oct
Due at23 Oct
Approve service requestSR-10512 · Access request
Service Manager decides on submitted work.
Waiting for Service Manager
ApproveReturn
- Tables, ready to use
- 12
- Saved views
- 14
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
One place for subscription and service work
Every feature works on the same records. Pick one to see the screen your team works in.
Subscriptions
Review application ownership, licensed seats, monthly cost and renewal dates.
- Application
- Owner
- Allocation
- Saa s subscriptions
- Saa s usage
- People
OverviewSubscription renewals×
SaaS Management Platform · Subscriptions
New
Subscription renewals
Saa s subscriptions
| Application name | Owner | Renewal date | Licensed seats | Monthly cost | |
|---|---|---|---|---|---|
| Team messaging workspace | Jonah Park | 13 Oct | 500 | 530 | |
| Customer support suite | Jonah Park | 17 Oct | 340 | 870 | |
| Revenue reporting suite | Evan Brooks | 21 Oct | 620 | 730 | |
| Expense management suite | Nadia Rahman | 16 Oct | 370 | 70 | |
| Document signing suite | Priya Nair | 23 Oct | 250 | 460 |
6 of 6 records
Team messaging workspaceSaa s subscriptions · SS-46496
OwnerJonah Park
Renewal date13 Oct
Licensed seats500
Monthly cost530
Usage
Connect each person's allocation to a subscription and its activity dates.
- Subscription link
- Person link
- Dates
- Saa s usage
- Saa s subscriptions
- People
- Service requests
OverviewLicense allocations×
SaaS Management Platform · Usage
New
License allocations
Saa s usage
| Name | Subscription | User | Assigned at | Last active at | Revoked at | |
|---|---|---|---|---|---|---|
| Maya Desai, support portal seat | Team messaging workspace | Nadia Rahman | 22 Oct | 24 Oct | 30 Oct | |
| Jonah Park, analytics seat | Contract lifecycle suite | Jonah Park | 11 Oct | 20 Oct | 28 Oct | |
| Elena Vasquez, contract seat | Team messaging workspace | Sofia Alvarez | 11 Oct | 15 Oct | 18 Oct | |
| Omar Haddad, expense seat | Contract lifecycle suite | Tariq Okafor | 11 Oct | 16 Oct | 18 Oct | |
| Priya Nair, document seat | Expense management suite | Elena Vasquez | 20 Oct | 23 Oct | 31 Oct |
6 of 6 records
Maya Desai, support portal seatSaa s usage · SS-28484
SubscriptionTeam messaging workspace
UserNadia Rahman
Assigned at22 Oct
Last active at24 Oct
Revoked at30 Oct
Services
Give requests, incidents, changes, problems and assets a shared service context.
- Owner
- Criticality
- Status
- Services
- Assets
- Incidents
- Changes
- Problems
- Service requests
OverviewService catalog×
SaaS Management Platform · Services
New
Service catalog
Services
| Service name | Owner | Criticality | Status | |
|---|---|---|---|---|
| Employee identity | Evan Brooks | Low | Active | |
| Customer support portal | Tariq Okafor | Medium | Active | |
| Revenue analytics | Nadia Rahman | High | Active | |
| Expense approvals | Elena Vasquez | Low | Active | |
| Document collaboration | Priya Nair | Medium | Active |
6 of 6 records
Employee identityServices · SRV-29376
LowOwnerEvan Brooks
StatusActive
Requests
Review submitted service requests and follow fulfillment to completion.
- Intake
- Decision
- Fulfillment
- Service requests
- Services
- People
- Saa s usage
OverviewRequest board×
SaaS Management Platform · Requests
New
Request board
Service requests
Submitted2
Access requestRevenue analytics
Software purchaseRevenue analytics
Add
Approved2
License assignmentEmployee identity
Service restorationDevice management
Add
In progress2
License removalDocument collaboration
Account unlockEmployee identity
Add
Incidents
Assign service interruptions and preserve their response chronology.
- Assignment
- Priority
- Chronology
- Incidents
- Incident updates
- Services
- Assets
- People
- Problems
OverviewAssigned incidents×
SaaS Management Platform · Incidents
New
Assigned incidents
Incidents
| Summary | Service | Asset | Priority | Status | Assigned to | |
|---|---|---|---|---|---|---|
| Rotate identity gateway certificate | Expense approvals | Support database primary | Low | Open | Omar Haddad | |
| Support portal search is unavailable | Revenue analytics | Contract archive volume | Medium | Acknowledged | Tariq Okafor | |
| Increase analytics worker capacity | Employee identity | Paging webhook gateway | High | Investigating | Tariq Okafor | |
| Expense exports are delayed | Device management | Support database primary | Critical | Resolved | Sofia Alvarez | |
| Restore document preview service | Device management | Device enrollment relay | Low | Closed | Tariq Okafor |
6 of 6 records
Rotate identity gateway certificateIncidents · INC-24889
LowServiceExpense approvals
AssetSupport database primary
StatusOpen
Assigned toOmar Haddad
Changes
Review service change risk, scheduled window and rollback plan.
- Preparation
- Review
- Outcome
- Changes
- Services
- Incidents
OverviewChanges for review×
SaaS Management Platform · Changes
New
Changes for review
Approval conditions
| Summary | Service | Risk | Scheduled start | Scheduled end | Rollback plan | |
|---|---|---|---|---|---|---|
| Rotate identity gateway certificate | Expense approvals | Low | 01 Nov | 06 Nov | Restore previous certificate bundle | |
| Support portal search is unavailable | Employee identity | Medium | 21 Oct | 28 Oct | Revert search index configuration | |
| Increase analytics worker capacity | Employee identity | High | 28 Oct | 31 Oct | Return workers to prior size | |
| Expense exports are delayed | Expense approvals | Low | 25 Oct | 29 Oct | Re-enable previous export schedule | |
| Restore document preview service | Revenue analytics | Medium | 24 Oct | 27 Oct | Restore last routing policy |
6 of 6 records
Rotate identity gateway certificateChanges · CHN-55354
LowServiceExpense approvals
Scheduled start01 Nov
Scheduled end06 Nov
Rollback planRestore previous certificate bundle
StatusReview
Assets
Track service-linked equipment by tag, location and operating status.
- Identity
- Placement
- State
- Assets
- Services
- Incidents
- Incident updates
OverviewIncident chronology×
SaaS Management Platform · Assets
New
Incident chronology
Incident updates
| Name | Incident | Author | Occurred at | Update text | |
|---|---|---|---|---|---|
| Sign-in failures reproduced | Document previews failing | Elena Vasquez | 15 Oct | Gateway logs attached to incident | |
| Gateway logs collected | Analytics dashboard timing out | Priya Nair | 11 Oct | Vendor is reviewing authentication traces | |
| Fallback route enabled | Paging alerts arriving late | Lin Chen | 17 Oct | Fallback route is carrying new sessions | |
| Affected sessions identified | Paging alerts arriving late | Sofia Alvarez | 20 Oct | Search index rebuild is in progress | |
| Vendor response received | Analytics dashboard timing out | Tariq Okafor | 13 Oct | Export backlog is down to 12 jobs |
6 of 6 records
Sign-in failures reproducedIncident updates · IU-71126
IncidentDocument previews failing
AuthorElena Vasquez
Occurred at15 Oct
Update textGateway logs attached to incident
Receipts
Review provider events by identity, received time and processing outcome.
- Source
- Integrity
- Outcome
- Integration receipts
- Saa s subscriptions
- Saa s usage
OverviewSubscriptions by owner×
SaaS Management Platform · Receipts
New
Subscriptions by owner
Saa s subscriptions
| Application name | Owner | Renewal date | Licensed seats | Monthly cost | |
|---|---|---|---|---|---|
| Team messaging workspace | Jonah Park | 19 Oct | 880 | 430 | |
| Customer support suite | Sofia Alvarez | 29 Oct | 540 | 240 | |
| Revenue reporting suite | Tariq Okafor | 21 Oct | 550 | 930 | |
| Expense management suite | Elena Vasquez | 11 Oct | 160 | 900 | |
| Document signing suite | Omar Haddad | 12 Oct | 50 | 540 |
6 of 6 records
Team messaging workspaceSaa s subscriptions · SS-96872
OwnerJonah Park
Renewal date19 Oct
Licensed seats880
Monthly cost430
Process
From request to checked outcome
Service request to verified change ships ready to use. 2 steps need a named approval before the work moves on: Approve service request (Service Manager) and Approve change (Change Approver).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Submit service request
Record the requester, service and requested work.
Access requestSR-10512 · Service ManagerSubmit service requestBy Service Manager -
Approve service request
The Service Manager decides whether work may proceed.
Access requestSR-10512 · Service ManagerApprove service requestBy Service ManagerApprovalService Manager decides on submitted work. -
Fulfill service request
Track progress and record completion.
Access requestSR-10512 · Service ManagerFulfill service requestBy Service Manager -
Review change
Prepare risk, schedule and rollback plan.
Access requestSR-10512 · Service ManagerReview changeBy Service Manager -
Approve change
The Change Approver decides on the reviewed plan.
Access requestSR-10512 · Service ManagerApprove changeBy Service ManagerApprovalChange Approver decides on a reviewed change. -
Verify change
Check implementation or record rollback.
Access requestSR-10512 · Service ManagerVerify changeBy Service Manager
Inside a record
Bring provider events into review
Open any service request to see the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Requester, Service, Requested at and Due at.
- 2Linked records
Records linked to this service request.
- 3Who works on it
Service Manager and Admin, each with their own permissions.
- 4Process stages
Every status change, in order.
- 5Approvals
Approve service request and Approve change, with who decides.
Requests for approvalAccess request×
SaaS Management Platform · Service requests
Log activity
Access request
Incident paging · Submitted
1
Record details
RequesterNadia Rahman
ServiceIncident paging
Requested at20 Oct
Due at23 Oct
3
Who works on it
- Service ManagerManage Assets, Changes, incident updates, Incidents, Problems…
- AdminManage Users, People, Services
5
Approvals
- Approve service requestService ManagerApproved
- Approve changeChange ApproverWaiting
Approvals
Decisions with a named owner
The Service Manager maintains the operational portfolio and decides submitted requests.
OverviewApprovals×
SaaS Management Platform · Overview
Approvals
Signed in as Service Manager
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- SR-10512Access requestSubmitted0dActions
- SR-76688License assignmentSubmitted1dActions
- SR-60005License removalSubmitted2dActions
- SR-59713Software purchaseSubmitted5dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Approve service requestThe Service Manager decides whether work may proceed. | Service Manager | |
| Approve changeThe Change Approver decides on the reviewed plan. | Change Approver | |
| Approve Changes, service requests | Admin |
3 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens SaaS Management Platform to the work that is theirs. Pick a role to see what it starts with.
Service Manager
Owns IT service setup, planning and assigned operational work.
This is the first screen this role sees.
OverviewChange schedule×
Change schedule
Changes · Service Manager
| Summary | Service | Scheduled start | Scheduled end | Risk | Status | |
|---|---|---|---|---|---|---|
| Rotate identity gateway certificate | Device management | 24 Oct | 30 Oct | Low | Approved | |
| Support portal search is unavailable | Customer support portal | 12 Oct | 18 Oct | Medium | Implementing | |
| Increase analytics worker capacity | Incident paging | 29 Oct | 02 Nov | High | Approved | |
| Expense exports are delayed | Customer support portal | 25 Oct | 01 Nov | Low | Implementing | |
| Restore document preview service | Device management | 23 Oct | 31 Oct | Medium | Approved |
6 of 6 records
Change Approver
Reviews evidence and authorizes eligible domain outcomes.
This is the first screen this role sees.
OverviewChange schedule×
Change schedule
Changes · Change Approver
| Summary | Service | Scheduled start | Scheduled end | Risk | Status | |
|---|---|---|---|---|---|---|
| Rotate identity gateway certificate | Device management | 24 Oct | 30 Oct | Low | Approved | |
| Support portal search is unavailable | Customer support portal | 12 Oct | 18 Oct | Medium | Implementing | |
| Increase analytics worker capacity | Incident paging | 29 Oct | 02 Nov | High | Approved | |
| Expense exports are delayed | Customer support portal | 25 Oct | 01 Nov | Low | Implementing | |
| Restore document preview service | Device management | 23 Oct | 31 Oct | Medium | Approved |
6 of 6 records
Service Technician
Captures assigned IT service work and evidence.
This is the first screen this role sees.
OverviewChange schedule×
Change schedule
Changes · Service Technician
| Summary | Service | Scheduled start | Scheduled end | Risk | Status | |
|---|---|---|---|---|---|---|
| Rotate identity gateway certificate | Device management | 24 Oct | 30 Oct | Low | Approved | |
| Support portal search is unavailable | Customer support portal | 12 Oct | 18 Oct | Medium | Implementing | |
| Increase analytics worker capacity | Incident paging | 29 Oct | 02 Nov | High | Approved | |
| Expense exports are delayed | Customer support portal | 25 Oct | 01 Nov | Low | Implementing | |
| Restore document preview service | Device management | 23 Oct | 31 Oct | Medium | Approved |
6 of 6 records
Finance Officer
Prepares authorized financial drafts and reconciles confirmed receipts for this app.
This is the first screen this role sees.
OverviewReceipt exceptions×
Receipt exceptions
Integration receipts · Finance Officer
Failed5
Identity gatewayevt_20261015_001
19 Oct
Support portalevt_20261015_002
13 Oct
Expense suiteevt_20261014_019
20 Oct
Add
Rejected1
Paging serviceevt_20261013_009
16 Oct
Add
Admin
Configures people, users and the service portfolio, and controls the app's setup.
- Manage Users, People, Services
- View Assets, Changes, incident updates, Incidents, integration receipts, Problems, saa S subscriptions, saa S usage, service requests
- Approve Changes, service requests
Reports
Read the operating record
Read subscription commitments, service work and provider outcomes from their records.
Overview×
SaaS Management Platform · Overview
SaaS Management Platform dashboard
This quarter
Changes in view
6Low
2Medium
2High
2Service requests by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Submitted | 35 | ||
| Approved | 17 | 49% | |
| In progress | 10 | 59% | |
| Completed | 7 | 70% |
Number of service requests by status
Sample counts per stage
- 01Renewals by owner
List application name, renewal date and owner for subscriptions due for review.
- 02Licensed seats and monthly cost
Compare seat counts and monthly cost by application.
- 03Allocated users by subscription
Group usage records by subscription and show assigned and revoked dates.
- 04Activity dates by application
Group last active dates under their subscriptions.
- 05Requests by status and service
Group requests by status and service.
- 06Incident response timeline
Compare opened, acknowledged and resolved dates with priority and status.
- 07Changes by risk and status
Show risk, current status and scheduled window.
- 08Receipt outcomes by provider
Group receipts by provider and status.
Who it's for
Fit your team's service shape
See how SaaS Management Platform fits your kind of team.
Controls
Keep decisions and dates visible
Each stage of service request to verified change names the role that acts and the status it records, so a change is never anonymous.
OverviewService request to verified change×
SaaS Management Platform · Process
Service request to verified change
Each stage, the role that acts and the status it records
Process stages
12Approval steps
2Roles involved
3Tables touched
4Approve service requestApproval
Service ManagerStatusSubmitted → Approved
RecordsServices
Fulfill service request
Service ManagerStatusApproved → in progress → Completed
RecordsServices
Investigate incident
Service Technician, Service ManagerStatusOpen → Acknowledged → Investigating → Resolved
RecordsIncident updates, Services
- StartServicesApprove service requestSubmitted → Approved
- StepServicesFulfill service requestApproved → in progress → Completed
- StepIncident updatesInvestigate incidentOpen → Acknowledged → Investigating → Resolved
- StepServicesReview changeDraft → Review
- ApprovalServicesApprove changeReview → Approved
AI agent
Prepare work with Proto
Use Proto to prepare a SaaS portfolio and rehearse the team's operating decisions.
It can
- Service Manager: Prepare a review of subscriptions by owner and renewal date, with usage allocations for each application.
- Service Technician: Gather the affected service, asset, assignee and incident chronology before the next update.
- Change Approver: Present the risk, planned window and rollback plan for a change awaiting review.
- Finance Officer: List rejected or failed provider receipts by provider and received date.
Stays with a person
- The Service Manager still decides request approvals, and the Change Approver decides planned changes.
- The Service Manager records each decision.
- Confirm source values with their owners before changing subscription terms or allocation records.
- Review the result of a provider event on the target record, not only its receipt.
Show the subscriptions due for review, their owners and the people currently allocated. Then prepare the related service requests for the Service Manager's decision.
The Service Manager still decides request approvals, and the Change Approver decides planned changes.
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 12 tables12tables
- Subscriptions3
- Usage4
- Services7
- Requests4
- Incidents6
- Changes3
- Assets4
- Receipts3
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Name owners
Set up Users and People, choose the Service Manager, Change Approver, Service Technician and Finance Officer, and confirm their responsibilities.
Build the portfolio
Add an active service with owner and criticality, plus one subscription with owner, renewal date, seats and monthly cost.
Add working evidence
Record usage allocations, a service-linked asset, a request and an incident with an authored update.
Rehearse decisions
Approve and reject service requests, review a scheduled change, and check a provider receipt exception.
Expand the scope
Add more services and applications after the team can find the owner and history for the pilot records.
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
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure SaaS Management Platform for your business. Begin with one active service, one subscription, named owners and a representative access request.
Who owns a subscription?
The subscription links to a person who owns its renewal discussion. Individual usage records link to the people allocated access.
How do we review unused access?
Compare assigned, last active and revoked dates on usage records against the subscription's licensed seats. Confirm the source and freshness of activity dates during setup.
Where does an access request go?
Record it as a service request with requester and service. The Service Manager decides approval; the manager records request completion after the technician performs the work and updates the affected allocation.
How do incidents relate to assets?
An incident can reference an affected asset and service. The asset keeps its own location and status while the incident carries response dates and updates.
Who approves a change?
The Change Approver reviews the change's risk, schedule and rollback plan before implementation.
What does an integration receipt show?
It records the provider event identity, received time, payload hash and processing outcome. Review the target business record to confirm the intended result.
Can we track a recurring cause?
Use a problem record for the service, owner, problem statement, root cause and investigation status. Keep each incident's own response history.
Where do reports get their answers?
Reports read subscription, usage, service work and receipt records. Their dates and statuses should be checked against the underlying items.
What should we configure first?
Set up people, roles, one service and one subscription. Then rehearse a request decision, incident chronology and reviewed change before widening the portfolio.
Set up SaaS Management Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.