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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.
216 resultados · Finance & Accounting · Agentes
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 Reconciliation Brief
Reconciliation Brief for Accounts Receivable teams in Finance & Accounting. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
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 On-demand Reporting & Insights
On-demand Reporting & Insights for Accounts Receivable teams in Finance & Accounting. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
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 Trend Briefing
Trend Briefing for Accounts Receivable teams in Finance & Accounting. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
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 Feedback Summary
Working supplied-feedback summary for Accounts Receivable 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 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.
Finance & Accounting: Financial Analyst Intake Review & Triage
Intake Review & Triage for Financial Analyst 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: Financial Analyst Document Summarizer
Working supplied-content summarizer for Financial Analyst teams in Finance & Accounting. Paste the material to summarize when you run it; no external system connection is included or required.
Finance & Accounting: Financial Analyst Q&A Assistant
Q&A Assistant for Financial Analyst 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: Financial Analyst Drafting & Generation
Drafting & Generation for Financial Analyst 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: Financial Analyst Record Review
Record Review for Financial Analyst 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: Financial Analyst Data Query & Summary
Data Query & Summary for Financial Analyst teams in Finance & Accounting. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Finance & Accounting: Financial Analyst Compliance Checker
Compliance Checker for Financial Analyst 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: Financial Analyst Risk Assessment
Risk Assessment for Financial Analyst 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: Financial Analyst Reconciliation Brief
Reconciliation Brief for Financial Analyst teams in Finance & Accounting. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Finance & Accounting: Financial Analyst Exception Review
Exception Review for Financial Analyst 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: Financial Analyst On-demand Reporting & Insights
On-demand Reporting & Insights for Financial Analyst teams in Finance & Accounting. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Finance & Accounting: Financial Analyst Decision Support
Decision Support for Financial Analyst 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.
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.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
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Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
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