1. Royalty Accounting
  2. Work with Proto
Reference

Put an AI agent to work in Royalty Accounting

Ask an assistant to prepare royalty work while people keep decision authority.

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: Gather a statement's contract, period, eligible units and rate for review against its parent document.
  • Independent Reviewer: Present the submitted revision, evidence and earlier decisions for a human decision.
  • Ledger Controller: Find approved documents and show the open period and saved journal balance checks.
  • Cash Reconciler: Compare a verified receipt with applications and the posted document's remaining amount.

What stays with a person

  • A person decides an independent approval and any correction of accepted effects.
  • Posting and cash application depend on actual period, balance, identity and persisted-effect checks.
  • Ask the assistant to show the source records and intended action for review.

A person decides an independent approval and any correction of accepted effects. Posting and cash application depend on actual period, balance, identity and persisted-effect checks. Ask the assistant to show the source records and intended action for review.

Set up Royalty Accounting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started