Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
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Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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144 results · Finance & Accounting · Agents · “HR”
Finance & Accounting: Accounts Payable Intake Review & Triage
Intake Review & Triage for Accounts Payable teams in Finance & Accounting. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Q&A Assistant
Q&A Assistant for Accounts Payable teams in Finance & Accounting. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Drafting & Generation
Drafting & Generation for Accounts Payable teams in Finance & Accounting. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Record Review
Record Review for Accounts Payable teams in Finance & Accounting. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Compliance Checker
Compliance Checker for Accounts Payable teams in Finance & Accounting. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Risk Assessment
Risk Assessment for Accounts Payable teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Exception Review
Exception Review for Accounts Payable teams in Finance & Accounting. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Decision Support
Decision Support for Accounts Payable teams in Finance & Accounting. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Routing Advisor
Routing Advisor for Accounts Payable teams in Finance & Accounting. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Onboarding Guide
Onboarding Guide for Accounts Payable teams in Finance & Accounting. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Research & Discovery
Research & Discovery for Accounts Payable teams in Finance & Accounting. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Payable Process Guidance
Process Guidance for Accounts Payable teams in Finance & Accounting. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Intake Review & Triage
Intake Review & Triage for Accounts Receivable teams in Finance & Accounting. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Q&A Assistant
Q&A Assistant for Accounts Receivable teams in Finance & Accounting. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Drafting & Generation
Drafting & Generation for Accounts Receivable teams in Finance & Accounting. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Record Review
Record Review for Accounts Receivable teams in Finance & Accounting. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Compliance Checker
Compliance Checker for Accounts Receivable teams in Finance & Accounting. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Risk Assessment
Risk Assessment for Accounts Receivable teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Exception Review
Exception Review for Accounts Receivable teams in Finance & Accounting. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Decision Support
Decision Support for Accounts Receivable teams in Finance & Accounting. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Routing Advisor
Routing Advisor for Accounts Receivable teams in Finance & Accounting. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Onboarding Guide
Onboarding Guide for Accounts Receivable teams in Finance & Accounting. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Research & Discovery
Research & Discovery for Accounts Receivable teams in Finance & Accounting. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Finance & Accounting: Accounts Receivable Process Guidance
Process Guidance for Accounts Receivable teams in Finance & Accounting. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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