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Small Business Accounting
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  1. Small Business Accounting
  2. Proto configuration guide
Reference

Put an AI agent to work in Small Business Accounting

Use Get started to create your ERP.AI account and Download agent to install Proto. The machine-readable reference below is for an agent configuring the system.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • 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.
  • AP Clerk’s assistant: Prepare supplier bills and payment-destination changes, identify duplicate documents and explain unmatched bank rows before submitting for approval.
  • 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.

What stays with a person

  • 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.
  • 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.

An assistant for each role

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.

AP Clerk’s assistant

Prepare supplier bills and payment-destination changes, identify duplicate documents and explain unmatched bank rows before submitting for approval.

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.

Set up Small Business Accounting 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 appAccounting for Small Business

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.