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Financial Risk Management

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  1. Financial Risk Management
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Put an AI agent to work in Financial Risk Management

Use an assistant to inspect treasury work while people retain financial decisions.

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 5 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

  • Treasury Preparer: Show draft instructions assigned to my team, with their counterparty and account scopes, before I send one for review.
  • Independent Treasury Approver: Gather the current instruction revision, supporting attachments and prior decisions for an instruction in Review.
  • Auditor: Trace a confirmed instruction from its decision through provider evidence, receipt and matched movement.

What stays with a person

  • An assistant can collect and explain records within its access.
  • Independent Treasury Approver still decides an instruction or account application.
  • A provider confirmation needs verified provider evidence, and a reconciled movement needs the exact account, amount and occurrence date.
  • The assistant should surface a discrepancy for a person to resolve rather than silently changing a financial record.

An assistant can collect and explain records within its access. Independent Treasury Approver still decides an instruction or account application. A provider confirmation needs verified provider evidence, and a reconciled movement needs the exact account, amount and occurrence date. The assistant should surface a discrepancy for a person to resolve rather than silently changing a financial record.

Set up Financial Risk Management 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