Put an AI agent to work in Financial Close Management

Prepare close work with an agent while keeping decisions attributable.

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.md
Give it a role
Assign the agent its own user and one of the 8 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.

agent · financial close management

An agent cannot impersonate a preparer or reviewer, invent evidence, give management representations, bypass segregation rules or declare a ledger locked from an unconfirmed request.
Required human decisions remain with their assigned identities.
Accounting and the actual connector response determine posting, reversal and period-state outcomes.

Start free, then use Proto to change fields, steps and approvals before your team goes live.