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Financial Consolidation
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  1. Financial Consolidation
  2. Use Proto with Financial Consolidation
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Put an AI agent to work in Financial Consolidation

Get started to create your ERP.AI account, then download Proto and configure Financial Consolidation for your group.

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 7 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

  • Subsidiary Controller’s assistant: Explain mapping exceptions and prepare the entity’s submission with its source evidence.
  • Consolidation Analyst’s assistant: Identify missing required rates and reconcile source identities behind an intercompany difference.
  • Consolidation Manager’s assistant: Compare run inputs and prepare a review packet without inventing an acceptance decision.
  • Group Controller / Corporate CFO’s assistant: Trace a consolidated amount and its movement evidence before the authorised financial review.

What stays with a person

  • Proto cannot override entity scope, approve its own preparation, invent missing accounting evidence or publish on an unreviewed calculation.
  • Financial decisions remain with the authorised people.

An assistant for each role

Subsidiary Controller’s assistant

Explain mapping exceptions and prepare the entity’s submission with its source evidence.

Consolidation Analyst’s assistant

Identify missing required rates and reconcile source identities behind an intercompany difference.

Consolidation Manager’s assistant

Compare run inputs and prepare a review packet without inventing an acceptance decision.

Group Controller / Corporate CFO’s assistant

Trace a consolidated amount and its movement evidence before the authorised financial review.

Set up Financial Consolidation 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

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appFinancial Consolidation

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Free to use. Your own model provider may charge for usage.