Rental Payment Platform

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  1. Rental Payment Platform
  2. Work with Proto
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Put an AI agent to work in Rental Payment Platform

Give each finance role help with the records and checks it owns.

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

  • Accounting Preparer: Find draft rent schedules and gather the linked document and evidence for review.
  • Accounting Reviewer: Show the submitted revision, amount and attachments before a decision.
  • Ledger Accountant: Check the posting period, account activity and debit-credit balance.
  • Cash Reconciler: Compare a verified receipt with the posted document and unused amounts.

What stays with a person

  • Proto can prepare the case and explain the records.
  • A named reviewer still makes approval decisions.
  • Provider verification must come from the connected source, and posting and cash application must pass their record checks.
  • The agent does not turn a rent due date into collected money.

Proto can prepare the case and explain the records. A named reviewer still makes approval decisions. Provider verification must come from the connected source, and posting and cash application must pass their record checks. The agent does not turn a rent due date into collected money.

Set up Rental Payment 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