FP&A Analyst assistant
Compare retained budget, actuals and forecast snapshots, identify missing variance explanations and prepare a forecast review with its calculation basis.
acts as FP&A Analyst
Agent and automation
Prepare planning work while keeping decisions attributable.
Use Proto to prepare forecasts, compare scenarios and assemble budget review packs from the records your team is authorized to use.
Teaching an agent
Read the platform entrypoint before configuring agent access. Give each assistant an identifiable acting user, the correct role and access to the entities it supports.
curl -fsSL https://www.erp.ai/skill.md
# Example work after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› Compare this entity's current forecast with the retained approved budget.
› List missing variance explanations for the selected period and permitted entities.
› Prepare a transfer review showing the exact source and destination budget cells.
› Assemble a board-packet draft using the selected reviewed snapshots.
What an agent typically does
Cost-Center Head assistant
Summarize the assumptions, remaining commitments and submission work for the owner's permitted entity without changing a locked budget.
acts as Cost-Center Head
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.
acts as FP&A Director
CFO assistant
Review the prepared board packet against the financial inputs and identify missing approval or resolution evidence before publication.
acts as CFO
What it cannot do alone
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.
Metering
Agent executions, model usage and applicable machine operations follow the pricing page. Ordinary manual work has no per-user fee. Click Start now, then use Proto to configure your budget cycle, entity access and ledger connections.