Accounting with GST/Tax

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  1. Accounting with GST/Tax
  2. Use Proto with this system
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Put an AI agent to work in Accounting with GST/Tax

Prepare finance review work with Proto while keeping decisions with the responsible operator.

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 7 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

  • AP Specialist: List pending bills with the vendor reference, recorded input tax credit and supporting invoice for Controller review.
  • AR Specialist: Explain an overdue customer's balance using the invoice total, amount received and due date.
  • Treasury Analyst: Find released payments that need a bank evidence review and list their linked documents.
  • Staff Accountant: Compare recorded tax amounts for the selected period with the documents behind the GST position.

What stays with a person

  • Controller decides bill approval and the financial review policy.
  • Treasury Analyst acts within the agreed payment authority.
  • Proto's summary does not establish bank settlement or replace the review of a source document.
  • Keep changes within the acting person's permissions and obtain the required human decision before taking the corresponding action.

Controller decides bill approval and the financial review policy. Treasury Analyst acts within the agreed payment authority. Proto's summary does not establish bank settlement or replace the review of a source document. Keep changes within the acting person's permissions and obtain the required human decision before taking the corresponding action.

Set up Accounting with GST/Tax 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