Financial Planning & Analysis

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  1. Financial Planning & Analysis
  2. Work with Proto
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Put an AI agent to work in Financial Planning & Analysis

Ask Proto to prepare a finance review from the records your team owns.

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

  • FP&A Planner: Find plans awaiting review and open the cost center lines behind a large variance.
  • Finance Leader: Summarize an in review plan with its owner, period, line totals and review history before a decision.
  • Period Owner: List open accounting periods with linked document values and recent operation results.
  • Reviewer: Trace a skipped action to its operation receipt and related record.

What stays with a person

  • Proto prepares the case and can carry out authorized actions under the configured permissions.
  • A person decides whether to approve a plan and when a period is ready to advance.
  • Check the source records and the recorded result before using a response in a finance meeting.

Proto prepares the case and can carry out authorized actions under the configured permissions. A person decides whether to approve a plan and when a period is ready to advance. Check the source records and the recorded result before using a response in a finance meeting.

Set up Financial Planning & Analysis 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