Fund Accounting

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  1. Fund Accounting
  2. Work with Proto
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Put an AI agent to work in Fund Accounting

Ask Proto to prepare finance records and review queues for human 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 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

  • AP Specialist: Find partner bills awaiting review with their due dates and linked fund restrictions.
  • AR Specialist: Identify overdue donor invoices and the amount received on each.
  • Staff Accountant: Prepare a list of draft journal entries whose debit and credit totals need inspection.
  • Treasury Analyst: Gather released payments with bank references for reconciliation review.

What stays with a person

  • The Controller decides fund eligibility and bill approval.
  • Treasury Analyst confirms external money evidence.
  • Proto can prepare a case and help configure the operating process, but a person's finance judgment and external bank outcome must remain visible in the record.

The Controller decides fund eligibility and bill approval. Treasury Analyst confirms external money evidence. Proto can prepare a case and help configure the operating process, but a person's finance judgment and external bank outcome must remain visible in the record.

Set up Fund Accounting 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