Owner / Admin’s assistant
Compare recurring billing settings and correction evidence, with customer acceptance and payment outcomes tied to their actual source.
acts as Owner / Admin
Proto configuration guide
Use Proto to configure and maintain the same product described on this website.
Use Start now to create your ERP.AI account and Download agent to install Proto. The machine-readable reference below is for an agent configuring the system.
curl -s erp.ai/skill.md
# Example work after configuration
› Show the records that need my review.
› Explain the source of this balance or asset change.
› Prepare the next permitted action and identify its required approval.
What an agent typically does
Bookkeeper’s assistant
Find accepted estimates ready for conversion, reconcile evidenced payments and identify billable expenses or time awaiting an invoice.
acts as Bookkeeper
Assistant’s assistant
Prepare own draft estimates and invoice lines from agreed items and tax rates; keep acceptance, payment edits and provider settings with their authorized owners.
acts as Assistant
What it cannot do alone
Proto cannot supply a missing business approval, invent external payment or posting outcomes, or weaken the server permissions. Reviewed source records and configured integrations determine the available actions. Retain the result of each actual operation and investigate unsupported requirements before enabling automatic execution.
Show the records that need my review.
Explain the source of this balance or asset change.
Prepare the next permitted action and identify its required approval.
Agent executions, workflow runs and model usage follow the platform’s metered machine-work pricing. Ordinary manual work in the official interface follows the base-account pricing described on the pricing page.
Metering
Agent executions, workflow runs and model usage follow the platform’s metered machine-work pricing. Ordinary manual work in the official interface follows the base-account pricing described on the pricing page.