Remittance Platform

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  1. Remittance Platform
  2. Work with Proto
Reference

Put an AI agent to work in Remittance Platform

Ask Proto to prepare cases and explain the records behind a decision.

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

  • Treasury Operator: Gather an instruction, its account scope and attachments before sending it for review.
  • Treasury Approver: Show the submitted quote, parent instruction and source revision for a decision.
  • Reconciliation Analyst: Compare a provider event identity and amount with the intended instruction and account.
  • Treasury Manager: Summarize failed receipts and unresolved reconciliation items by owner.

What stays with a person

  • Proto cannot replace an independent reviewer or a provider acknowledgment.
  • The authorized person decides against the current revision.
  • The analyst verifies the stored provider event and operation effect before calling it complete.
  • Metering follows the usage and implementation terms on [pricing](/remittance-platform/pricing).

Proto cannot replace an independent reviewer or a provider acknowledgment. The authorized person decides against the current revision. The analyst verifies the stored provider event and operation effect before calling it complete.

Metering follows the usage and implementation terms on [pricing](/remittance-platform/pricing).

Set up Remittance Platform 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