Acting as

Autonomy Ladder

Autonomy is earned, not assumed. Promotion needs ≥98% AI-human agreement across 2 clean cycles, and a human applies it. Payments, filings and IMS-reject are capped at L2 forever. Routing: ≥95% auto/bulk · 80%–95% review · <80% escalate.

Action categories

CategoryLevelCapThis cycleClean cycles
Advance payment approvalL2L2 (permanent)0/0 agreed0
Billing run approvalL2L30/0 agreed0
Cash applicationL2L40/0 agreed0
Routine dunning remindersL2L43/3 agreed (100%)0
New-vendor expense bookingL2L30/0 agreed0
Recurring expense booking (interest JVs, gas)L2L40/0 agreed0
Statutory filingL2L2 (permanent)0/0 agreed0
IMS accept — exact matchesL2L40/0 agreed0
IMS rejectL2L2 (permanent)0/0 agreed0
New ledger creationL2L30/0 agreed0

Level meanings

L1 AssistAI pre-fills; human completes and posts
L2 Draft & reviewAI drafts fully; human approves (bulk for high confidence) — launch state for everything
L3 Exception-onlyHigh-confidence items post automatically; human sees exceptions + daily 5% sampled audit
L4 AutonomousAI executes; weekly sampled audit. Never for money movement or filings