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  1. Construction Accounting and Progress Billing
  2. Work with Proto
Reference

Put an AI agent to work in Construction Accounting and Progress Billing

Use Proto to help configure and inspect your construction accounting work.

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

  • Document Owner: Prepare a draft document with its organization, counterparty, amount and source lines for review.
  • Billing Reviewer: Gather the submitted claim, certificate reference and attached support for a human decision.
  • Controller: Compare a journal's debit and credit lines and show the period linked to its source.
  • Cash Specialist: Find a verified receipt and the posted document proposed for application.

What stays with a person

  • Proto can assemble the record context and point out missing evidence.
  • The authorized reviewer decides whether a source revision is approved; Controller decides whether a journal can be posted.
  • A receipt requires verified provider evidence before application.
  • Ask Proto to show linked records and explain uncertainty instead of advancing an incomplete case.

Proto can assemble the record context and point out missing evidence. The authorized reviewer decides whether a source revision is approved; Controller decides whether a journal can be posted. A receipt requires verified provider evidence before application. Ask Proto to show linked records and explain uncertainty instead of advancing an incomplete case.

Estimate agent usage from the work and connected systems your team chooses. Review the record and permission scope for every action before making it part of the operating cycle.

Set up Construction Accounting and Progress Billing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started