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Budgeting & Forecasting
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  1. Budgeting & Forecasting
  2. Agent and automation
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Put an AI agent to work in Budgeting & Forecasting

Use Proto to prepare forecasts, compare scenarios and assemble budget review packs from the records your team is authorized to use.

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 8 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

  • FP&A Analyst assistant: Compare retained budget, actuals and forecast snapshots, identify missing variance explanations and prepare a forecast review with its calculation basis.
  • Cost-Center Head assistant: Summarize the assumptions, remaining commitments and submission work for the owner's permitted entity without changing a locked budget.
  • FP&A Director assistant: Compare scenario results and prepare the current forecast or budget-transfer review with links to the source revision and required decisions.
  • CFO assistant: Review the prepared board packet against the financial inputs and identify missing approval or resolution evidence before publication.

What stays with a person

  • An agent cannot invent board authorization, approve its own transfer, alter locked history or publish a partly reconciled ledger import.
  • Suggested assumptions remain proposals until the appropriate workflow accepts them.
  • A generated PDF is distinct from a CFO-approved packet.

An assistant for each role

FP&A Analyst assistant

Compare retained budget, actuals and forecast snapshots, identify missing variance explanations and prepare a forecast review with its calculation basis.

Cost-Center Head assistant

Summarize the assumptions, remaining commitments and submission work for the owner’s permitted entity without changing a locked budget.

FP&A Director assistant

Compare scenario results and prepare the current forecast or budget-transfer review with links to the source revision and required decisions.

CFO assistant

Review the prepared board packet against the financial inputs and identify missing approval or resolution evidence before publication.

Set up Budgeting & Forecasting 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

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Selected appBudgeting & Forecasting

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Free to use. Your own model provider may charge for usage.