1. Cost Accounting
  2. Work with Proto
Reference

Put an AI agent to work in Cost Accounting

Give Proto the ERP.AI skill instructions:

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

  • Cost Accountant: Prepare a draft estimate from the quantities and rates supplied by Cost Accountant, and flag lines for review.
  • Cost Controller: Gather the posting, pool, account lines and attachments for an approval decision.
  • Variance Analyst: Show the linked estimate and actual posting for a Scheduled variance and explain the recorded difference.
  • Finance Reviewer: List draft journals and released variances for the selected accounting period.

What stays with a person

  • A person still decides whether a posting is approved and whether a scheduled variance is ready for release.
  • Check the status, review decision and operation receipt after acting.
  • An assistant summary does not substitute for the underlying source record or ledger result.

A person still decides whether a posting is approved and whether a scheduled variance is ready for release. Check the status, review decision and operation receipt after acting. An assistant summary does not substitute for the underlying source record or ledger result.

Set up Cost Accounting your way.

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

How to get started