Click Get started to create your ERP.AI account, then download Proto to configure Vendor Payment Portal.
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.
Find permitted invoice responses, expected payment observations and protected remittance documents.
Investigate an unknown invoice handoff or prepare an evidence-based supplier reply.
Assemble the current offer or verified payment-detail request for independent review.
Trace a scoped source observation and the decisions behind it without changing records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.