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Invoice Factoring Platform

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  1. Invoice Factoring Platform
  2. Agent assistance
Reference

Put an AI agent to work in Invoice Factoring Platform

Ask Proto to prepare and inspect treasury work within your team's authority.

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

  • Accounting Preparer: Show my draft instructions and the supporting evidence needed for review.
  • Accounting Reviewer: Show submitted account applications and instruction revisions awaiting an independent decision.
  • Auditor: Trace a confirmed instruction through its decision, provider evidence, cash application and operation receipt.
  • App Administrator: List inactive partners and memberships that need a configuration review.

What stays with a person

  • Proto can gather records and prepare a case, but a named Accounting Reviewer makes the approval decision.
  • Provider confirmation must come from verified provider evidence.
  • An operation receipt is complete only when its claimed effects exist; an assistant cannot infer an external reversal from a local correction.
  • Access remains bounded by the person's organization and role.

Proto can gather records and prepare a case, but a named Accounting Reviewer makes the approval decision. Provider confirmation must come from verified provider evidence. An operation receipt is complete only when its claimed effects exist; an assistant cannot infer an external reversal from a local correction. Access remains bounded by the person's organization and role.

Start with [the implementation plan](/invoice-factoring-platform/implementation) and test the same request under each relevant role.

Set up Invoice Factoring Platform 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