Petty Cash Management

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Put an AI agent to work in Petty Cash Management

Use an assistant to prepare records and explain pending work within role scope.

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

  • Accounting Preparer: Find draft documents owned by the preparer's team-member record, summarize their lines and identify the related voucher and receipt evidence before review.
  • Accounting Reviewer: Show the documents awaiting decision and the revision, amount, owner and evidence that need checking.
  • Auditor: Trace a posted document through its decision, journal entry, lines and operation receipt.
  • App Administrator: List active organization membership and partner records for access review.

What stays with a person

  • A person makes the approval decision.
  • The assistant can assemble context and point to records, but the Accounting Reviewer must inspect the source revision and make the decision through the authorized action.
  • Provider verification and a posted ledger effect also require a check against their source records.
  • Keep the actor's role and organization scope in every request.

A person makes the approval decision. The assistant can assemble context and point to records, but the Accounting Reviewer must inspect the source revision and make the decision through the authorized action. Provider verification and a posted ledger effect also require a check against their source records. Keep the actor's role and organization scope in every request.

Set up Petty Cash Management 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