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ERPStack

Finance et revenus

Gestion budgétaire

Planification budgetaire comptable avec disponibilite, transferts, preuves d engagement, IA en apercu et preuves de preparation lancement.

Implémenté Evidence-first module page
Primary users
Budget owner Finance manager Department manager Controller
/app/accounting/budgets
Visuel derive de l application
Budget management workspace
Open app route
Availability
Checked
AI planning
Preview-only
Launch gates
Paused
Domaine Statut Preuve
Budgets Line controlled Dimension proof
AI planning Human reviewed Preview evidence
Owner readiness Review ready LR rollup

Workflows clés

What the module helps operators complete.

Each workflow is written as an operational path, not a marketing claim, so buyers can understand the day-to-day module fit.

Step 1
Create operating and project budgets
Step 2
Import and validate budget lines
Step 3
Review availability, transfers, and encumbrance evidence
Step 4
Analyze variance, preview AI planning narratives, and prepare owner launch-readiness evidence

Feature checklist

Capabilities grouped the way operators look for them.

3 capability groups

Budget setup

  • Budget headers
  • Line planning
  • Period controls
  • Dimension support

Availability control

  • Availability checks
  • Transfers
  • Encumbrance evidence
  • Limit guardrails

Budget reporting

  • Variance views
  • AI planning previews
  • Owner UAT evidence
  • Launch rollup export

Carte des modules connectes

How this module exchanges business context with the rest of ERPStack.

Module Relation
Comptabilité Budget dimensions, ledgers, and variance reporting
Achats Purchase commitments and encumbrance evidence
Projets Project budget controls and delivery cost tracking
BI Budget variance dashboards and executive reporting

Governance and reporting

Controls and management visibility expected from a serious ERP module.

Gouvernance
  • Budget transfer control
  • Import validation
  • Encumbrance evidence
  • Preview-only AI
  • Paused launch gates
Rapports
  • Budget variance
  • Availability
  • Engagement
  • Owner review evidence
  • Launch-readiness rollup

AI coverage policy

What ERPStack can honestly claim for this module today.

AI claims are tied to the official Agent Tool Registry, evaluation evidence, safe-mode controls, and scheduled-agent monitor readiness. Roadmap modules only show planned coverage until module-native tools are implemented.

AI L3 ready
Coverage claim Current AI coverage: Accounting L3/L3 ready through the official Agent Tool Registry.
Governance evidence Governance evidence: 9 registered tools, 9 evaluation cases, tenant/RBAC/safe-mode registry controls, and AI log evidence.
Scheduled monitor Scheduled monitor readiness: 1/1 ready (Finance Close Variance Monitor).
L4/L5 boundary Remaining L4/L5 gap: no autonomous execution or self-optimizing agent behavior is claimed; write paths remain permissioned, previewed, and confirmable.

Evidence-first standard

Module pages explain value, workflow, control, and proof in one place.

This page structure supports the current public module catalog with app-derived visuals, connected-module evidence, governance proof, and report context that can be compared against real product routes.

Feature clarity

Buyers can see concrete function groups instead of vague capability claims.

Operational fit

Workflows, users, and connected modules show where the module belongs.

Governance proof

RBAC, audit, SIEM, approvals, and reporting are surfaced as first-class concerns.

Review path

Public pages link back to app routes so reviewers can compare page claims to product surfaces.