Getting Started with Plouton AI

Introduction

Plouton AI uses browser-based agents to automate your finance operations — no API integrations, no system replacements. This guide walks you through setting up your first workflow.

Prerequisites

Before you begin, make sure you have:

An active Plouton AI account
Access to at least one finance system (e.g., SAP, Oracle, NetSuite)
Admin or operator-level credentials for the systems you want to automate

Step 1: Connect Your Workspace

Once you've logged into the Plouton dashboard, navigate to Settings → Workspaces and create a new workspace for your organization.

# Example: verifying your workspace connection
plouton workspace status --name "acme-finance"

Your workspace acts as the secure boundary for all agent activity. Every action taken by an agent is logged and auditable within this scope.

Step 2: Configure Your First Agent

Agents are configured through workflow templates. Select from pre-built templates or define custom flows:

Accounts Payable — Invoice matching, approval routing, payment scheduling
Bank Reconciliation — Statement ingestion, transaction matching, exception flagging
Financial Close — Journal entries, intercompany reconciliation, variance analysis

Each template includes configurable parameters:

{
  "workflow": "accounts-payable",
  "schedule": "daily",
  "approval_threshold": 5000,
  "currency": "USD",
  "notification_channel": "slack"
}

Step 3: Run and Monitor

After configuration, activate your agent. It will:

Open a secure browser session to your finance system
Navigate the interface exactly as a human operator would
Execute the configured workflow steps
Log every action with full screenshot audit trail

Monitor real-time progress from the Activity tab in your dashboard.

Key Concepts

Browser Agents vs. API Integrations

Traditional automation requires API access, custom connectors, and ongoing maintenance. Plouton's browser agents interact with your systems through the same UI your team uses — meaning:

Zero integration overhead — works with any web-based system
No vendor lock-in — switch systems without rebuilding automations
Full auditability — every click and keystroke is recorded

Security Model

All agent sessions run in isolated, encrypted environments. Credentials are stored using bank-grade AES-256 encryption and never leave your workspace boundary.

Next Steps

Explore the Use Cases section for workflow ideas
Request access if you haven't already
Reach out to our team via the chat widget for hands-on support