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- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
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- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
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Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
864 resultados · Finance & Accounting
Finance & Accounting: Accounts Payable Intake Review & Triage
Intake Review & Triage template for Accounts Payable teams in Finance & Accounting. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Document Summarizer
Working supplied-content summarizer for Accounts Payable teams in Finance & Accounting. Paste the material to summarize when you run it; no external system connection is included or required.
Finance & Accounting: Accounts Payable Q&A Assistant
Q&A Assistant template for Accounts Payable teams in Finance & Accounting. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Drafting & Generation
Drafting & Generation template for Accounts Payable teams in Finance & Accounting. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Record Review
Record Review template for Accounts Payable teams in Finance & Accounting. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Data Query & Summary
Data Query & Summary template for Accounts Payable teams in Finance & Accounting. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Compliance Checker
Compliance Checker template for Accounts Payable teams in Finance & Accounting. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Risk Assessment
Risk Assessment template for Accounts Payable teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Reconciliation Brief
Reconciliation Brief template for Accounts Payable teams in Finance & Accounting. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Exception Review
Exception Review template for Accounts Payable teams in Finance & Accounting. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable On-demand Reporting & Insights
On-demand Reporting & Insights template for Accounts Payable teams in Finance & Accounting. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Decision Support
Decision Support template for Accounts Payable teams in Finance & Accounting. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Routing Advisor
Routing Advisor template for Accounts Payable teams in Finance & Accounting. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Trend Briefing
Trend Briefing template for Accounts Payable teams in Finance & Accounting. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Onboarding Guide
Onboarding Guide template for Accounts Payable teams in Finance & Accounting. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Feedback Summary
Working supplied-feedback summary for Accounts Payable teams in Finance & Accounting. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Finance & Accounting: Accounts Payable Research & Discovery
Research & Discovery template for Accounts Payable teams in Finance & Accounting. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Process Guidance
Process Guidance template for Accounts Payable teams in Finance & Accounting. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Intake Review & Triage
Intake Review & Triage template for Accounts Receivable teams in Finance & Accounting. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Document Summarizer
Working supplied-content summarizer for Accounts Receivable teams in Finance & Accounting. Paste the material to summarize when you run it; no external system connection is included or required.
Finance & Accounting: Accounts Receivable Q&A Assistant
Q&A Assistant template for Accounts Receivable teams in Finance & Accounting. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Drafting & Generation
Drafting & Generation template for Accounts Receivable teams in Finance & Accounting. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Record Review
Record Review template for Accounts Receivable teams in Finance & Accounting. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Data Query & Summary
Data Query & Summary template for Accounts Receivable teams in Finance & Accounting. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
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