- Expense Reporting System
- Agent and automation
Put an AI agent to work in Expense Reporting System
Prepare expense work with an agent while retaining assigned decisions.
Set it up
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.mdGive it a role
Assign the agent its own user and one of the 7 roles. It gets exactly the access that role has, and no more.
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.
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 stays with a person
Set up Expense Reporting System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.