Audit Management

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  1. Audit Management
  2. Your audit assistant
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Put an AI agent to work in Audit Management

Use Proto to configure audit work and prepare evidence for human review.

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

  • Auditor: Prepare the assessment period and a draft engagement from the agreed audit scope, then organize the sample descriptions for review.
  • Audit Manager: Summarize findings waiting for approval and point to their evidence references and response dates.
  • Control Owner: Prepare a corrective response using the finding context and the evidence supplied by the owner.
  • Independent Assurance Reviewer: Bring together the retest workpaper and related finding so the reviewer can record a reasoned judgment.

What stays with a person

  • The Audit Manager makes the approval and release decisions.
  • The Independent Assurance Reviewer evaluates the follow-up evidence.
  • Give the assistant the agreed scope and confirm document access before relying on a summary.
  • Any connection to an external source system needs the responsible person's setup and authorization.

The Audit Manager makes the approval and release decisions. The Independent Assurance Reviewer evaluates the follow-up evidence. Give the assistant the agreed scope and confirm document access before relying on a summary. Any connection to an external source system needs the responsible person's setup and authorization.

Assistant use and connected operations follow the metering described in [pricing](/audit-management/pricing). Estimate the pilot's import and review activity before expanding its use.

Set up Audit 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