AI and integrations
Connect the services that own the related business results.
- Payment providers
- Payment providersin
- Email delivery
- Email deliveryin and out
- Tax reporting and accounting
- Tax reporting and accountingout
- Agents
- Your agentWorks within the permissions you assign
Payment providers
- Payment providers. Configure hosted checkout and verified payment callbacks for the selected Stripe or Square account. Preserve authorization, receipt, refund, dispute and payout identities; never store card credentials in billing records.
StatusClearedRefundedDisputed
Email delivery
- Email delivery. Configure invoice, estimate and reminder delivery. Retain delivery failures and retry keys separately from document issue or customer acceptance.
Tax reporting and accounting
- Tax reporting and accounting. Use reviewed effective tax-rate inputs and export source billing records to accounting. Contractor workpapers require independent outgoing-payment data and a current form-type review; incoming customer receipts are excluded.
How connections are governed
service accounts, audit, pausingUse 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.
The API is one more client of the same interface. Proto configuration guide →
# 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.