Controller / CFO’s assistant
Trace a submitted journal to its balanced lines and open period, and prepare reconciliation or period-close evidence for independent review.
acts as Controller / CFO
Proto configuration guide
Use Proto to configure and maintain the same product described on this website.
Use Start now to create your ERP.AI account and Download agent to install Proto. The machine-readable reference below is for an agent configuring the system.
curl -s erp.ai/skill.md
# Example work after configuration
› Show the records that need my review.
› Explain the source of this balance or asset change.
› Prepare the next permitted action and identify its required approval.
What an agent typically does
AP Clerk’s assistant
Prepare supplier bills and payment-destination changes, identify duplicate documents and explain unmatched bank rows before submitting for approval.
acts as AP Clerk
AR Clerk’s assistant
Find open customer invoices, explain receipt allocations and prepare bank matches while keeping outgoing payments and period decisions with their authorized owners.
acts as AR Clerk
What it cannot do alone
Proto cannot supply a missing business approval, invent external payment or posting outcomes, or weaken the server permissions. Reviewed source records and configured integrations determine the available actions. Retain the result of each actual operation and investigate unsupported requirements before enabling automatic execution.
Show the records that need my review.
Explain the source of this balance or asset change.
Prepare the next permitted action and identify its required approval.
Agent executions, workflow runs and model usage follow the platform’s metered machine-work pricing. Ordinary manual work in the official interface follows the base-account pricing described on the pricing page.
Metering
Agent executions, workflow runs and model usage follow the platform’s metered machine-work pricing. Ordinary manual work in the official interface follows the base-account pricing described on the pricing page.