Click Get started to create your ERP.AI account, then download Proto to configure Subscription Billing.
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.mdAssign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.
Explain usage conflicts, missing tax evidence and the source behind a prepared invoice.
Compare plan versions, check tier examples and assemble the current review packet.
Explain the account’s accepted dates and issued documents within assigned customer scope.
Inspect permitted own-account terms, usage and invoices without financial or staff access.
Start free, then use Proto to change fields, steps and approvals before your team goes live.