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Neobank Backend

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  1. Neobank Backend
  2. Work with an agent
Reference

Put an AI agent to work in Neobank Backend

Ask Proto to help follow treasury cases and prepare review.

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: Find my draft instructions and show which need account scope or supporting documents before review.
  • Independent Treasury Approver: Summarize an instruction revision, its account scope and evidence for an independent decision.
  • Auditor: Trace a confirmed instruction through its review decision, provider event and operation receipt.
  • App Administrator: List organization and team membership for access review.

What stays with a person

  • A person makes the independent review decision.
  • Provider confirmation must come from verified evidence, and a movement requires the exact account, amount and occurrence date match.
  • Ask the assistant to show the source records and unresolved discrepancy before taking an operational action.

A person makes the independent review decision. Provider confirmation must come from verified evidence, and a movement requires the exact account, amount and occurrence date match. Ask the assistant to show the source records and unresolved discrepancy before taking an operational action.

Set up Neobank 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