Intercompany Reconciliation

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  1. Intercompany Reconciliation
  2. Agent assistance
Reference

Put an AI agent to work in Intercompany Reconciliation

Use Proto to prepare records and bring exceptions to the right person.

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

  • Payables Accountant: Prepare the payable worklist and surface charges awaiting Controller review.
  • Receivables Accountant: Compare a draft receivable with its partner reference before issue.
  • Settlement Analyst: Collect linked charge amounts and bank references for a release review.
  • Senior Accountant: Show draft journals with debit and credit totals for period review.

What stays with a person

  • Controller decides a payable approval.
  • The finance team checks bank confirmation, accounting policy and disputed differences.
  • Proto can prepare the records and explain what needs attention, while the named person makes the decision and the guarded action records the outcome.

Controller decides a payable approval. The finance team checks bank confirmation, accounting policy and disputed differences. Proto can prepare the records and explain what needs attention, while the named person makes the decision and the guarded action records the outcome.

Set up Intercompany Reconciliation 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