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Agent and automation
Prepare expense work with an agent while retaining assigned decisions.
# Example work after configuration
› https://erp.ai/skill.md
What an agent can prepare
Summarize permitted reports, identify missing evidence, suggest categories, explain policy findings and prepare a reimbursement or reconciliation follow-up. Use the agent identity and the same record, field and action scope as another client.
Decisions stay attributable
An agent cannot replace manager, Finance or required Controller approval, invent a receipt, or turn a scheduled request into a paid reimbursement. OCR and matching results remain suggestions. Card matching does not sign off a statement. The downstream system confirms its accounting and payment outcomes.
Start with Proto
Download Proto and use the canonical system specification and paired app skill to configure and test the intended workflow. The website previews describe an authored system, not a launched application or a promise that every connector is already available.
Read the platform entrypoint before configuring agent access:
https://erp.ai/skill.md