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  1. GST Return Preparation — India
  2. Work with Proto
Reference

Put an AI agent to work in GST Return Preparation — India

Ask Proto to help configure and inspect the banking instruction workflow.

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 5 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

  • Accounting Preparer: Show the draft instruction, its supporting documents and the journal entries still needing review.
  • Accounting Reviewer: Find instructions awaiting a decision and compare the revision with its evidence.
  • Auditor: Trace a confirmed instruction from decision to provider event and account movement.

What stays with a person

  • A person with the correct authority decides whether to approve an instruction or application.
  • Provider confirmation must come from verified provider evidence.
  • Proto can help gather and compare records, but the team must check the source and record the decision under the proper user.

A person with the correct authority decides whether to approve an instruction or application. Provider confirmation must come from verified provider evidence. Proto can help gather and compare records, but the team must check the source and record the decision under the proper user.

Set up GST Return Preparation — India your way.

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

How to get started