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Mobile Banking App Backend

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  1. Mobile Banking App Backend
  2. Work with Proto
Reference

Put an AI agent to work in Mobile Banking App Backend

Ask Proto to help prepare and inspect treasury work with human decisions kept explicit.

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

  • Treasury Preparer: Ask for drafts you own, their account scopes and the evidence still needed for review.
  • Approver: Ask which requests await an independent decision and what revision and supporting material each carries.
  • Reconciliation Analyst: Ask for unmatched movements and the confirmed instructions on the same account.
  • Auditor: Ask for a decision and provider evidence trail for a specific instruction.

What stays with a person

  • An assistant can organize records and point out discrepancies.
  • It cannot substitute for the Independent Treasury Approver's decision, treat a submitted request as provider confirmation or force a mismatched movement into reconciliation.
  • A person remains responsible for each approval and provider exception.

An assistant can organize records and point out discrepancies. It cannot substitute for the Independent Treasury Approver's decision, treat a submitted request as provider confirmation or force a mismatched movement into reconciliation. A person remains responsible for each approval and provider exception.

Set up Mobile Banking App Backend 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