All applications611

Find your application

611 applications

Open full catalog

Browse applications by category or open the full catalog.

Mutual Fund Platform

Features

Industries

Reference

More

Start now
  1. Mutual Fund Platform
  2. Agent assistance
Reference

Put an AI agent to work in Mutual Fund Platform

Give Proto a clear request while keeping financial decisions with the assigned 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

  • Treasury Preparer: Gather a draft instruction's organization, counterparty, account scopes and supporting document for the preparer's check.
  • Independent Treasury Approver: Present the current revision, amount and evidence for a human decision.
  • Treasury Operations Lead: List pending provider outcomes and reconciliation exceptions with their source identifiers.
  • Auditor: Trace a selected instruction from decision through provider evidence and operation receipt.

What stays with a person

  • An assistant cannot be the independent reviewer of its own prepared work, infer provider confirmation from submission, or close an unmatched movement without the required account, amount and date agreement.
  • It can show the records and request the right person's decision.
  • The person responsible checks the source evidence and records the outcome through the authorized path.

An assistant cannot be the independent reviewer of its own prepared work, infer provider confirmation from submission, or close an unmatched movement without the required account, amount and date agreement. It can show the records and request the right person's decision. The person responsible checks the source evidence and records the outcome through the authorized path.

Set up Mutual Fund Platform 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