Proto Download

The AI agent for business teams.

Your words.Your requirements.Proto does the work.

It uses your files, ERP•AI, and the web,
and shows each step for you to check.

Brief Proto like
a new colleague.

Proto works out the steps and opens the files and records it needs. The result comes back with the evidence behind it. You decide whether it asks first. With Uninterrupted mode off, Proto asks when something is unclear, and actions such as sending a message or making a payment wait for your approval.

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

Worked examples

Five requests, and
what Proto found.

Each one starts as a single sentence. Proto works out which files, records, and email threads to check.

Finance

Collections that check the inbox first

“Send a reminder to every customer more than 60 days overdue.”

Reads
The receivables aging report in ERP•AI and each customer’s email history.
Finds
Five of the 14 customers shouldn’t get a reminder. Three have an open dispute over a short shipment, and two are still waiting for a corrected invoice from you.
You get
Nine reminders, two corrected invoices, and a dispute summary for each account owner.

Nothing is sent until you approve it.

Procurement

A 9% price increase, checked against the contract

“Our packaging supplier is raising prices 9% in November. Do we have to accept that?”

Reads
The signed supply agreement, 12 months of purchase orders, and the latest published inflation rate.
Finds
Clause 7.2 caps yearly increases at inflation plus two points, which is 5.1% this year. At last year’s volume, holding to the cap saves about $38,000 a year.
You get
A reply that accepts 5.1% and quotes the clause, with the volume figures attached.

The reply stays a draft until you send it.

Operations

The stockout your system hasn’t seen yet

“Which products will run out before the next shipment arrives?”

Reads
Stock on hand, eight weeks of sales, open purchase orders, and supplier email.
Finds
Six products run short. For two of them, the supplier wrote on Tuesday that the container is 10 days late. The purchase order still shows the old date.
You get
Days of cover for every product, expedite requests for the two late items, and a draft top-up order.

The order and emails wait for your approval.

Support

Why refund requests doubled

“Refund requests doubled this month. Find out why.”

Reads
An export of all 640 refund tickets, the matching shipment records, and the courier’s service updates online.
Finds
71% of this month’s requests are for orders that went through one courier depot in the same nine days. The courier posted a delay notice for that depot on the 14th.
You get
A one-page summary with sample tickets, a reply for affected customers, and a claim to send the courier.

Replies and the claim wait for your approval.

Sales

Renewals that are quietly at risk

“Which of our top 40 accounts might not renew next quarter?”

Reads
Invoices and payment history, support tickets, and recent email with each account.
Finds
At three accounts, your main contact’s email now auto-replies that they have left the company. Two of those three also started paying late.
You get
A ranked list with the evidence for each account, and a renewal tracker in ERP•AI with an owner and next step.

The tracker isn’t shared until you publish it.

Illustrative examples. Companies and figures are invented. Email steps use your webmail in Proto’s built-in browser. Approval steps shown with Uninterrupted mode off.

See Proto build an app

What Proto does

What you can
hand to Proto.

Proto does the work you ask for. When a job repeats, it can save the steps as a skill or build an app for it.

Put Proto to work
01 / Work

Works with the tools
you already use.

Proto reads the spreadsheets, Word and PowerPoint files, PDFs, and images on your computer. It reads and updates ERP•AI apps and records, and in its own browser it can use the web apps you’re signed in to, such as webmail or your CRM. Operating other desktop apps is an experimental option you can turn on.

ProtoOne task
  • ERP•AIApps, records, workflows
  • Your filesExcel, Word, PDFs, images
  • BrowserSites you’re signed in to
  • ResearchCited web sources
  • DesktopOther apps, experimental
Results from each source come back to one task.
02 / Control

You decide what
needs approval.

New installs run in Uninterrupted mode, so Proto works through a task without stopping. Switch it off and Proto asks before bulk changes to ERP•AI records and before risky clicks such as Send, Pay, or Delete. Deleting ERP•AI data and changing who has access stay off until you turn them on. Every step is recorded, so you can check what happened.

9 reminders ready to sendWaiting for your approval.
03 / Build

Turns repeat work
into an app.

For work your team repeats, Proto can build an ERP•AI app, report, or workflow, or start from one of 81 ready-made apps for areas such as HR, CRM, and inventory. A workflow can run on a schedule or when a record changes. Proto tests it on a real record and switches it on when the test passes; ask for a draft to keep it off. Proto also writes Word documents, Excel workbooks, PDFs, slide decks, and web pages.

“Turn this into a collections tracker.”
Collections tracker App preview
Overdue
Reminder duePromised
Disputed
Short shipmentPricing
Closed
Paid
Illustrative workflow
04 / Improve

Remembers how
your team works.

Save a process as a skill and Proto follows your steps next time. Its notes about your work stay on your computer. You can resume an unfinished task, and Proto can split a large job across helper agents.

SkillsMemoryPast tasks Your next task

When the work repeats

Invoice exceptions.
Ready for review.

Here Proto builds an invoice exception tracker in ERP•AI, with aging, dispute reasons, owners, and next actions, and holds it for review before release.

Finance & operationsIllustrative session

Describe the jobSay what the tracker should hold and who uses it.

Check the resultReview the tables and views Proto created and every change it recorded.

Release when readyPreview the app, then publish it to your team.

Much of the work sits outside your ERP,

in inboxes, PDFs,
and web portals.

Proto reads them alongside your ERP•AI records.

Where your data lives

Proto runs
on your
computer.

Stored on your computer, connected to the model you pick.

Your files, sessions, and Proto’s memory are stored on your computer.

Each step of a task sends the AI model what it needs, through ERP•AI’s managed plan or the provider whose key you add. When a task works in ERP•AI, the conversation is also saved to that app’s history.

A few things
to know.

What is Proto?

Proto is a desktop app from ERP•AI that does business work for you. You describe a job in plain language and choose whether it asks before acting.

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 during the alpha. 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.

Try it on
real work.

Pick a task from last week
and hand it to Proto.
Free during the alpha.

Alpha software. Features and file formats may change. Read the release notes.