Project Billing System

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  1. Project Billing System
  2. Proto assistance
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Put an AI agent to work in Project Billing System

Ask Proto to help prepare and review project billing work.

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 6 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

  • Billing specialist: Show draft invoices and trace each line to billable work or a schedule.
  • Project manager: Summarize the project invoice awaiting review and its held work.
  • Controller: Show provisional revenue and pending approval decisions for a period.
  • AR clerk: List past due invoices and the most recent reminder events.

What stays with a person

  • People approve contracts, invoices, write offs and revenue entries under the assigned route.
  • Confirm source work, payment results and accounting postings with their owners before changing a financial status.

People approve contracts, invoices, write offs and revenue entries under the assigned route. Confirm source work, payment results and accounting postings with their owners before changing a financial status.

Set up Project Billing System 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