Revenue Recognition

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  1. Revenue Recognition
  2. Work with Proto
Reference

Put an AI agent to work in Revenue Recognition

Ask Proto to prepare schedule, billing and variance reviews.

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

  • Revenue Accountant: Find active schedules for a customer and compare dates, method, recognized amount and deferred balance.
  • Billing Operations Manager: Prepare a billing run review from linked invoices, counts, totals and validation notes.
  • FP&A Analyst: Explain a cost center variance from the plan lines behind Budget vs Actual.
  • Finance Approver: Gather the plan, source lines, prior decisions and evidence before a human approval.

What stays with a person

  • A person decides whether a plan should be approved and whether a billing run is ready to advance.
  • Proto can present the related amounts and evidence for that decision.
  • The team still reconciles the contract, bank and ledger sources it owns.

A person decides whether a plan should be approved and whether a billing run is ready to advance. Proto can present the related amounts and evidence for that decision. The team still reconciles the contract, bank and ledger sources it owns.

Set up Revenue Recognition 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