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Agent assistance
Prepare close work with an agent while keeping decisions attributable.
# Example work after configuration
› https://erp.ai/skill.md
› Show the unresolved close blockers for my assigned entity and period.
› Prepare a reconciliation summary using the retained source snapshots.
› Check which lock request still lacks a matching ledger confirmation.
What it cannot do alone
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.
Metering
Agent executions, integrations and model use follow the platform’s current usage pricing. Website previews are authored design evidence, not a claim that a runtime agent or connector is already deployed.
What an agent can prepare
- Close Manager’s assistant. Summarize permitted overdue work, missing evidence and connector errors with links to the underlying assignments.
- Accountant’s assistant. Prepare a reconciliation explanation from authorized source records, identifying missing or mismatched balances for review.
- Controller’s assistant. Assemble the current readiness evidence and highlight outstanding required decisions without signing on anyone’s behalf.
Start with Proto
Download Proto and use the canonical specification and paired app skill to configure the intended workflow. Test permitted and rejected actions before releasing the application. Read the platform entrypoint before configuring access:
https://erp.ai/skill.md
Example requests describe work to prepare within the caller’s scope:
Show the unresolved close blockers for my assigned entity and period.
Prepare a reconciliation summary using the retained source snapshots.
Check which lock request still lacks a matching ledger confirmation.
Agent executions, integrations and model use follow the platform’s current usage pricing. Website previews are authored design evidence, not a claim that a runtime agent or connector is already deployed.