AI and integrations

• Purchasing and employee directories. Receive reviewed capex bill lines and active employee identities from their owning systems. Keep source-line keys, entity scope and effective assignments to prevent duplicate assets or unauthorized custodians.

• General ledger. Send balanced journal proposals for approved financial-book work. Retain the exact journal identifier and wait for its verified Posted acknowledgment before recording financial completion.

• Tax rules and documents. Configure approved effective rule inputs and preserve valuation evidence, physical-count records and tax workpapers. External filing acceptance is recorded separately from a generated file.

Use scoped credentials held outside business records. Validate provider identity and signed events, record correlation and retry keys, and reconcile uncertain results against the original request. Enable a connection only after its data mappings, permissions and failure handling have been checked. Proto can configure the workflow while the declared business role retains any required approval.