1. Water Utility Management
  2. Get started
Get started

Get Water Utility Management running in four steps.

Start with one billing cycle for one organization.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Water Utility Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Water Utility Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe your utility, your team and the first process you want to run.

Prepare the first operating cycle

Run one billing cycle for one organization: meter runs, charges, review, posting and cash application.

  • Organizations, team members and their roles.
  • Chart of accounts, business partners and the period calendar.
  • Tariff revisions and recent meter readings.
  • Open documents, opening balances and unapplied payments.

Review before release

A repeated operation must not post or apply twice, cash must not be applied beyond the receipt or the balance, a preparer cannot approve their own document, and posted scope is corrected only by a compensating entry. Reconcile totals with your current system, invite the team with their roles and release the reviewed configuration.

Read the implementation plan and pricing.

Set up Water Utility Management your way.

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

How to get started