This cookie remembers your consent choice. It is required to respect that choice on future visits and cannot be disabled here.
Build your ERP, CRM, or supply chain without code.
Describe how your business runs. Proto sets up the data, approvals, permissions, and dashboards in ERP•AI, and the system goes live after a test run with sample records.
Illustrative session
Choose the work.
Real benchmark tasks. Inspect the expected files.
Finance The brief
Read the actual brief
Catch duplicate bills before the payment run.
“Check this quarter’s AP register for bills entered twice. Use Marcus’s rules and save possible_duplicates.csv.”
Starts with your files
- CSVap_bills_register_2026-07-01_to_2026-09-10.csv
- XLSXvendor_list.xlsx
- TXTnote_from_marcus.txt
Benchmark reference preview
Synthetic dataInvoice exception review
- Possible duplicates
- 10
- Flagged bill amount
- $59,959.20
| Candidate bill | Vendor | Original bill | Amount | Days apart |
|---|---|---|---|---|
| BILL-2028 | Tamarack Brewing | BILL-2024 | $9,690.12 | 0 |
| BILL-2030 | Tamarack Brewing | BILL-2025 | $2,008.28 | 1 |
| BILL-2059 | Thistle & Thread Alterations | BILL-2054 | $161.40 | 5 |
| BILL-2060 | Thistle & Thread Alterations | BILL-2052 | $3,604.16 | 5 |
| BILL-2075 | Blue Heron Consulting | BILL-2066 | $4,408.07 | 5 |
| BILL-2079 | Blue Heron Consulting | BILL-2077 | $7,997.55 | 1 |
| BILL-2092 | Ivy Lane Florist | BILL-2082 | $7,065.22 | 3 |
| BILL-2094 | Kingfisher Charters | BILL-2093 | $8,553.45 | 2 |
| BILL-2113 | Silverline Logistics | BILL-2106 | $7,420.17 | 5 |
| BILL-2119 | Northfield Auto Body | BILL-2096 | $9,050.78 | 15 |
Each candidate is paired with its original bill. Credits and recurring bills stay out of the list.
Review
Confirm each candidate against the original bill before holding or changing a payment.
Sales The brief
Read the actual brief
Turn the leads sheet into a Salesforce import.
“Turn leads_master_Q3.xlsx into sf_leads.csv using the Salesforce template, admin notes, and users export.”
Starts with your files
- XLSXleads_master_Q3.xlsx
- CSVsf_lead_import_template.csv
- CSVsalesforce_users_export.csv
- TXTsalesforce_admin_notes.txt
Benchmark reference preview
Synthetic dataSalesforce import file
- Lead records
- 48
- Required columns
- 12
Q3 leads workbookSalesforce template12 columns
| Lead | Company | Lead Source | Lead Status | Country | Lead Owner |
|---|---|---|---|---|---|
| Donna Alvarez | Everline Insurance | Trade Show | Open - Not Contacted | GB | tomasz.lindqvist@silverlinelogistics.com |
| Anna Edwards | Mossbank Accounting | Web | Open - Not Contacted | US | dana.okafor@silverlinelogistics.com |
| Ashley Myers | Kingfisher Charters | Phone Inquiry | Open - Not Contacted | US | dana.okafor@silverlinelogistics.com |
| Amara Torres | Harbor Light Marine | Advertisement | Working - Contacted | CA | dana.okafor@silverlinelogistics.com |
| Barbara Hernandez | [not provided] | Advertisement | Closed - Not Converted | US | tomasz.lindqvist@silverlinelogistics.com |
| Barbara Patel | Oakhurst Pediatrics | Web | Closed - Not Converted | US | mkim@silverlinelogistics.com.sales |
| Carlos Lewis | Foxglove Interiors | Web | Working - Contacted | MX | mkim@silverlinelogistics.com.sales |
| Carol Alvarez | Acme Industrial | Web | Open - Not Contacted | US | priya.natarajan@silverlinelogistics.com |
Picklist values, country codes and owner usernames follow the supplied Salesforce rules. Preview shows 8 of 48 rows; this example prepares the file, not a live import.
Review
Check the source mappings and lead owners, then import the reviewed CSV into Salesforce.
Procurement The brief
Read the actual brief
Match what arrived with what you ordered.
“Match this week’s packing slips to our open purchase orders. Show received quantities, substitutions, and what is still open in receipts.csv.”
Starts with your files
- XLSXopen_purchase_orders.xlsx
- 5 PDFspacking_slips/
- TXTnote_from_receiving.txt
Benchmark reference preview
Synthetic dataReceiving sheet preview
- Purchase-order lines
- 16
- Partly received
- 5
- Still open
- 2
| # | PO line | Item | Ordered | Received | Open | Status |
|---|---|---|---|---|---|---|
| 1 | PO-20964-1 | TB-700x28-PV | 6 | 6 | 0 | received |
| 2 | PO-20964-2 | TB-29x2.4-SV | 10 | 10 | 0 | received |
| 3 | PO-20964-3 | CB-BRK-ROAD | 20 | 20 | 0 | received |
| 4 | PO-20964-4 | HT-BLK-3M | 12 | 12 | 0 | received |
| 5 | PO-20964-5 | CN-KMC-X11 | 10 | 6 | 4 | partial |
| 6 | PO-20494-1 | HL-300 HL-400 supplied | 8 | 8 | 0 | received |
| 7 | PO-20494-2 | TL-50 | 12 | 9 | 3 | partial |
| 8 | PO-20494-3 | LK-UBOLT-M | 10 | 10 | 0 | received |
| 9 | PO-20494-4 | BL-HANDLE-B | 20 | 0 | 20 | open |
| 10 | PO-20876-1 | CS-11-32 | 8 | 8 | 0 | received |
| 11 | PO-20876-2 | BP-DISC-R | 20 | 20 | 0 | received |
| 12 | PO-20876-3 | RT-160-6B | 8 | 6 | 2 | partial |
| 13 | PO-20876-4 | DR-RD-11M | 10 | 0 | 10 | open |
| 14 | PO-20530-1 | TR-700x32-GRV | 24 | 22 | 2 | partial |
| 15 | PO-20530-2 | TR-29x2.4-TRL | 12 | 6 | 6 | partial |
| 16 | PO-20530-3 | SL-SEAL-16 | 12 | 12 | 0 | received |
Receipts accumulate across slips. The HL-400 substitute fulfils the HL-300 order line; unshipped lines remain open.
Review
Check partial deliveries and the HL-400 substitution before updating received stock.
Operations The brief
Read the actual brief
Bring the quarter into one clear report.
“Build q_report.xlsx with live formulas for Q3 wholesale revenue by product and month. Explain the exceptions in memo.md.”
Starts with your files
- CSVportal_order_lines_2026-07-01_to_2026-09-30.csv
- CSVrefunds_export_q3.csv
- XLSXproduct_catalog.xlsx
- TXTemail_from_theo.txt
Benchmark reference preview
Synthetic dataQ3 wholesale sales
- Q3 net revenue
- $196,009
- Products, reconciled
- 6
| Product | July | August | September | Q3 net revenue |
|---|---|---|---|---|
| Assam Breakfast | 12,274 | 15,162 | 14,288 | 41,724 |
| Earl Grey Cream | 15,268 | 17,380 | 17,952 | 50,600 |
| Masala Chai | 7,134 | 7,585 | 8,446 | 23,165 |
| Golden Yunnan | 13,050 | 11,020 | 12,064 | 36,134 |
| Sencha Kagoshima | 7,502 | 8,866 | 13,330 | 29,698 |
| Chamomile Blossom | 3,924 | 5,184 | 5,580 | 14,688 |
| Total (USD) | 59,152 | 65,197 | 71,660 | 196,009 |
Net revenue by month
July$59,152
August$65,197
September$71,660
Workbook values use the published reference data. The source workbook contains live formulas; the memo explains duplicate imports, renamed products and refund timing.
Review
Review the duplicate batch and product rename in the memo before sharing the report.
Benchmark reference previews. Real reference files from BusinessBench’s synthetic tasks, formatted for this preview. These are expected outputs, not captured Proto runs. MIT-licensed source.
Connections & control
Your work. Your workspace.
Files on your computer. Models and systems you connect. One place to follow the task.
Your computerLocal workspace
FilesInputs and finished work
SessionsYour tasks and their history
MemoryContext for the next task
ProtoYour personal agent for business
Task contextModel response
ModelsERP•AI plan or your provider key
RequestsSystem data
Business systemsERP•AI and configured connections
Files, sessions, and memory live locally. Models receive task context; ERP•AI apps also save their conversation history.
Work across your tools.
Read files, work in signed-in websites, and build ERP•AI apps. Other business connections need configuration for your environment.
Explore integrationsChoose when it asks.
Turn off Uninterrupted mode to review sensitive actions. New installs start with it on; ERP•AI deletion and access changes stay off until you enable them.
Understand approval controlsPick up where you left off.
Keep task history and useful context on your computer. Save a repeatable process as a skill for the next job.
Explore the platformNeed agents on your own infrastructure?Explore the enterprise alpha
A few things
to know.
What is a business agent?
A business agent takes a work brief and carries out the steps across files, tools, and connected systems. Proto brings that approach to finance, operations, sales, and programming. You describe the result you need, review the work, and choose whether it asks before acting.
What do the BusinessBench results measure?
They measure whether a research build of Proto produced files that passed every required automated check on a set of synthetic business tasks. The September 2026 run used DeepSeek V4.1 Flash and repeated each of 187 tasks three times. ERP•AI develops Proto and publishes BusinessBench. These are benchmark results, not a guarantee for your own work. See the recorded results and setup.
Do I need technical skills?
No. You describe the job in plain language and review what Proto produces. Proto uses ERP•AI’s managed AI plan by default, so there is no model to set up.
What can Proto work with?
Excel, Word, PowerPoint, and PDF files, images, and CSV exports on your computer; ERP•AI apps and records; and websites in its built-in browser, including web apps you’re signed in to, such as webmail or a CRM. Operating other desktop apps is an experimental option, off by default.
Will it send email or change records without asking?
It can. New installs start in Uninterrupted mode, where Proto acts without asking. Turn it off in Settings and it asks before sending, submitting a form, paying, or making bulk changes to ERP•AI records. Each request shows what Proto wants to do and whether it can be undone. Deleting ERP•AI data and changing who has access stay off unless you turn them on in Settings.
Does it work without ERP•AI?
Yes. Proto works with your files and the web on its own. With ERP•AI connected, it can also build and update apps, records, workflows, and reports there.
Which AI models can I use?
By default, Proto runs on ERP•AI’s managed plan with a model chosen for you. You can also add your own key from a provider such as OpenAI, Anthropic, Google Gemini, OpenRouter, or Fireworks, or use Codex with a ChatGPT account. What Proto can do depends on the model.
What does it cost?
Proto is free. If you use your own model key, that provider bills you for usage.
Is Proto ready to use?
Proto is alpha software for macOS (Apple Silicon), Windows (x64), and Linux (x64). Features and file formats may change between releases. Proto is proprietary software.