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Accounting Document and Account Reconciliation

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  1. Accounting Document and Account Reconciliation
  2. Work with Proto
Reference

Put an AI agent to work in Accounting Document and Account Reconciliation

Use Proto to prepare records, inspect exceptions and support human decisions.

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: Find assigned draft documents, check their counterparty and supporting file, and prepare a review handoff.
  • Accounting Reviewer: Show the current revision, decision history and provider evidence for a document awaiting judgment.
  • Auditor: Trace a confirmed document from its decision to the provider event and account movement.
  • Administrator: Check organization and team membership before a pilot begins.

What stays with a person

  • A person decides whether to approve a revision.
  • Provider evidence determines whether an external instruction completed.
  • Proto can surface discrepancies and prepare the record for review, but the responsible reviewer must make the decision and the designated provider must supply the outcome.
  • Review access and action permissions are metered and controlled by the configured app roles.

A person decides whether to approve a revision. Provider evidence determines whether an external instruction completed. Proto can surface discrepancies and prepare the record for review, but the responsible reviewer must make the decision and the designated provider must supply the outcome.

Review access and action permissions are metered and controlled by the configured app roles. Keep the source identifiers visible when Proto summarizes an account difference.

Set up Accounting Document and Account Reconciliation 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