Accounting + Invoicing for Freelancers

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  1. Accounting + Invoicing for Freelancers
  2. Use Proto with this system
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Put an AI agent to work in Accounting + Invoicing for Freelancers

Prepare client accounting work and investigate exceptions with Proto.

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

  • Accounting Preparer: Show my draft client documents and the evidence attached to each before I submit them for review.
  • Accounting Reviewer: Find submitted billable work and compare its parent and revision with the recorded review decision.
  • Auditor: Trace a cash application to its source receipt and the operation evidence, including any correction.
  • App Administrator: Review active team membership for the pilot organization and identify client records that need an eligibility check.

What stays with a person

  • Proto works within the acting person's permissions.
  • Accounting Reviewer retains the independent approval decision.
  • Generated explanations do not authorize another revision or replace verified cash evidence.
  • A retry must use the original operation identity, and completion requires actual persisted effects.

Proto works within the acting person's permissions. Accounting Reviewer retains the independent approval decision. Generated explanations do not authorize another revision or replace verified cash evidence. A retry must use the original operation identity, and completion requires actual persisted effects.

Ask Proto to organize the evidence before requesting execution. Keep a human decision attached to the reviewed parent and revision. Membership administration cannot grant the preparer their own independent approval entitlement.

Set up Accounting + Invoicing for Freelancers 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