Management Consulting PSA

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  1. Management Consulting PSA
  2. Agent assistance
Reference

Put an AI agent to work in Management Consulting PSA

Use the ERP.AI skill entry point to connect Proto to the app:

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 submitted service lines for an assigned engagement with their hours, billable flag and approval evidence.
  • Finance Manager: Find approved milestones with invoice exceptions and the associated operation results.
  • Partner: Compare contract value, delivered cost, gross margin and hours remaining for active engagements.
  • Consultant: Find personal time and expense entries that still need submission.

What stays with a person

  • Submission checks service work; Engagement Manager inspects the result and decides whether a milestone is ready to bill.
  • Finance Manager confirms a collection with the firm's payment source.
  • Proto can prepare the record context, ask for a detail needed to resolve an exception and show the operation result for review.
  • Use [roles](/psa-for-management-consulting/roles) to agree access before asking an assistant to act on records.

Submission checks service work; Engagement Manager inspects the result and decides whether a milestone is ready to bill. Finance Manager confirms a collection with the firm's payment source. Proto can prepare the record context, ask for a detail needed to resolve an exception and show the operation result for review.

Use [roles](/psa-for-management-consulting/roles) to agree access before asking an assistant to act on records.

Set up Management Consulting 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