All applications611

Find your application

611 applications

Open full catalog

Browse applications by category or open the full catalog.

Travel & Expense Management

Features

Industries

Reference

More

Start now
  1. Travel & Expense Management
  2. Work with Proto
Reference

Put an AI agent to work in Travel & Expense Management

Ask Proto to prepare expense work while people retain approval and payment decisions.

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

  • Expense Preparer: Find Draft reports, check missing supplier or account coding and prepare a submission list.
  • Expense Reviewer: Summarize submitted reports with line amounts and prior decision notes for human review.
  • Treasury Analyst: Show scheduled reimbursements and released items awaiting a bank result.
  • Staff Accountant: Find draft journal entries whose debit and credit totals differ.

What stays with a person

  • An assistant can organize the records and explain the next handoff.
  • The named reviewer decides whether to approve a supplier expense.
  • Treasury Analyst and Controller retain payment authority.
  • A bank reconciliation depends on the actual external result.

An assistant can organize the records and explain the next handoff. The named reviewer decides whether to approve a supplier expense. Treasury Analyst and Controller retain payment authority. A bank reconciliation depends on the actual external result. Have the person responsible inspect the source records before making a consequential change.

Set up Travel & Expense Management 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