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Microfinance / SHG Management

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  1. Microfinance / SHG Management
  2. Work with Proto
Reference

Put an AI agent to work in Microfinance / SHG Management

Ask Proto to prepare instruction context and surface records for a person's decision.

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 the assigned draft instruction and show its counterparty, requested amount, account scope and attachments.
  • Independent Credit Approver: Gather the submitted revision, supporting evidence and earlier decisions for review.
  • Treasury Reconciler: List provider movements awaiting an exact account, amount and date match.
  • Auditor: Follow one instruction through decision, evidence and operation receipt records.

What stays with a person

  • A person makes the independent approval decision.
  • A provider supplies the account authority and settlement result.
  • Proto can prepare the relevant records and highlight discrepancies, but the deciding role checks the revision and the reconciler checks the source evidence before the outcome is accepted.

A person makes the independent approval decision. A provider supplies the account authority and settlement result. Proto can prepare the relevant records and highlight discrepancies, but the deciding role checks the revision and the reconciler checks the source evidence before the outcome is accepted.

Set up Microfinance / SHG Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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How to get started