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Digital Wallet Platform

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  1. Digital Wallet Platform
  2. Work with Proto
Reference

Put an AI agent to work in Digital Wallet Platform

Ask Proto to prepare operating views and explain the records behind a decision.

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

  • Operations Analyst: Find assigned instructions that need a balanced account scope or provider follow-up.
  • Independent Finance Reviewer: Show the submitted revision, decision history and supporting evidence for an instruction.
  • Independent Finance Reviewer's reconciliation assistant: List source events whose account, amount or date does not match confirmed instructions.
  • Auditor: Trace a provider event back to the instruction, reviewer decision and operation receipt.

What stays with a person

  • Proto can gather and explain the records, but a person makes the independent financial decision.
  • Provider authority and confirmation come from the external provider.
  • A match needs the exact account, amount and confirmed occurrence date before it changes state.

Proto can gather and explain the records, but a person makes the independent financial decision. Provider authority and confirmation come from the external provider. A match needs the exact account, amount and confirmed occurrence date before it changes state.

Set up Digital Wallet Platform 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