Micro-finance System

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  1. Micro-finance System
  2. Work with Proto
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Put an AI agent to work in Micro-finance System

Give each lending role help with records and exceptions while keeping decisions with people.

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

  • Credit Officer: Find applications awaiting review, check their borrower and owner links, and prepare a summary of attached evidence.
  • Independent Credit Approver: Present the submitted revision, borrower context and prior decision history for a human decision.
  • Collector: List submitted collection runs with their parent application and reported amount.
  • Auditor: Trace a provider event through its application, account, decision and operation receipt.

What stays with a person

  • Proto can organize the records and point out a mismatch.
  • A person with the right authority decides whether to approve a loan application or collection run.
  • A provider event establishes an external result only after its identity and evidence are checked.
  • Membership administration does not grant credit authority.

Proto can organize the records and point out a mismatch. A person with the right authority decides whether to approve a loan application or collection run. A provider event establishes an external result only after its identity and evidence are checked. Membership administration does not grant credit authority.

Set up Micro-finance System 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