Financial Advisory PSA

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  1. Financial Advisory PSA
  2. Agent assistance
Reference

Put an AI agent to work in Financial Advisory PSA

Use Proto to prepare and inspect advisory work with your team.

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

  • Engagement Manager: Show active engagements with dates, budget hours and delivered value for review.
  • Advisor: Prepare a service entry with its engagement, hours and billable choice for submission.
  • Service Reviewer: Find submitted service lines and the linked engagement before a decision.
  • Billing Specialist: Show approved deliverables and overdue or disputed fee billings.

What stays with a person

  • A person decides whether work is accepted, whether a deliverable should be approved and whether a fee was actually collected.
  • The assistant can gather linked records and prepare a change, but the named owner checks the source and makes the decision.
  • A failed operation receipt calls for source correction and review.

A person decides whether work is accepted, whether a deliverable should be approved and whether a fee was actually collected. The assistant can gather linked records and prepare a change, but the named owner checks the source and makes the decision. A failed operation receipt calls for source correction and review.

Set up Financial Advisory PSA 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