NGOs ERP

Features

Industries

Reference

More

Start now
  1. NGOs ERP
  2. Agent assistance
Reference

Put an AI agent to work in NGOs ERP

Give each team member a clear way to ask for help with NGO operating records.

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

  • Program Lead: Show active projects and planned work by program, then identify projects with activities still in progress.
  • Field Coordinator: Find supported households and upcoming activities for a project before updating the activity record.
  • Funding Officer: Prepare a case with its donor, project, requested amount and restriction for review.
  • Funding Reviewer: Show submitted cases and the current review context before the person makes a decision.

What stays with a person

  • A funding case needs a person's review decision.
  • The assistant can organize the facts, but Funding Reviewer must approve, reject or return a submitted request.
  • Finance Lead remains responsible for interpreting reconciliation exceptions and confirming external financial evidence.
  • Agent usage and connected services can affect metered usage.

A funding case needs a person's review decision. The assistant can organize the facts, but Funding Reviewer must approve, reject or return a submitted request. Finance Lead remains responsible for interpreting reconciliation exceptions and confirming external financial evidence.

Agent usage and connected services can affect metered usage. Review the [pricing page](/erp-for-ngos/pricing) when planning an operating cycle.

Set up NGOs ERP 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