Architecture Firm Management

Features

Industries

Reference

More

Start now
  1. Architecture Firm Management
  2. Use Proto with this system
Reference

Put an AI agent to work in Architecture Firm Management

Prepare design billing questions and configuration changes 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 6 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

  • Project Architect: List submitted design milestones and the drawing revision attached to each fee decision.
  • Practice Principal: Show the accepted design evidence and fee for the milestones awaiting my decision.
  • Billing Coordinator: Find my fee documents in preparation and show the review reason for returned work.
  • Finance Manager: Compare debit and credit totals for draft journals and list operations still needing investigation.

What stays with a person

  • Practice Principal decides milestone acceptance for billing.
  • Finance Manager owns financial approval and period closure.
  • Proto works within the person's configured access; a generated explanation does not replace the deciding person's review.
  • Confirm the current revision, supporting evidence and financial outcome before authorizing a state change.

Practice Principal decides milestone acceptance for billing. Finance Manager owns financial approval and period closure. Proto works within the person's configured access; a generated explanation does not replace the deciding person's review. Confirm the current revision, supporting evidence and financial outcome before authorizing a state change.

Set up Architecture Firm Management 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