- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- 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
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
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
Search approved onboarding knowledge — Treasury Analyst, Finance & Accounting
Search approved onboarding knowledge for Treasury Analyst teams in Finance & Accounting, delivered by the Onboarding Guide pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Treasury Analyst, Finance & Accounting
Draft step-by-step guidance for Treasury Analyst teams in Finance & Accounting, delivered by the Onboarding Guide pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Treasury Analyst, Finance & Accounting
Prepare a review checklist for Treasury Analyst teams in Finance & Accounting, delivered by the Onboarding Guide pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Treasury Analyst, Finance & Accounting
Summarize supplied feedback for Treasury Analyst teams in Finance & Accounting, delivered by the Feedback Summary pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Treasury Analyst, Finance & Accounting
Surface recurring points for Treasury Analyst teams in Finance & Accounting, delivered by the Feedback Summary pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Treasury Analyst, Finance & Accounting
Prepare follow-up questions for Treasury Analyst teams in Finance & Accounting, delivered by the Feedback Summary pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Treasury Analyst, Finance & Accounting
Search approved knowledge for Treasury Analyst teams in Finance & Accounting, delivered by the Research & Discovery pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Treasury Analyst, Finance & Accounting
Summarize supplied findings for Treasury Analyst teams in Finance & Accounting, delivered by the Research & Discovery pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Treasury Analyst, Finance & Accounting
Draft a research brief for Treasury Analyst teams in Finance & Accounting, delivered by the Research & Discovery pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Treasury Analyst, Finance & Accounting
Search approved process knowledge for Treasury Analyst teams in Finance & Accounting, delivered by the Process Guidance pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Treasury Analyst, Finance & Accounting
Summarize supplied process context for Treasury Analyst teams in Finance & Accounting, delivered by the Process Guidance pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Treasury Analyst, Finance & Accounting
Draft next-step guidance for Treasury Analyst teams in Finance & Accounting, delivered by the Process Guidance pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Procurement Specialist, Finance & Accounting
Summarize supplied request context for Procurement Specialist teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Procurement Specialist, Finance & Accounting
Assess urgency and risk for Procurement Specialist teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Procurement Specialist, Finance & Accounting
Recommend a review priority for Procurement Specialist teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Procurement Specialist, Finance & Accounting
Condense supplied content for Procurement Specialist teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Procurement Specialist, Finance & Accounting
Surface key points for Procurement Specialist teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Procurement Specialist, Finance & Accounting
Produce a concise brief for Procurement Specialist teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Procurement Specialist, Finance & Accounting
Search approved knowledge for Procurement Specialist teams in Finance & Accounting, delivered by the Q&A Assistant pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Procurement Specialist, Finance & Accounting
Draft a grounded response for Procurement Specialist teams in Finance & Accounting, delivered by the Q&A Assistant pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Procurement Specialist, Finance & Accounting
Prepare a review-ready answer for Procurement Specialist teams in Finance & Accounting, delivered by the Q&A Assistant pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Procurement Specialist, Finance & Accounting
Draft from supplied context for Procurement Specialist teams in Finance & Accounting, delivered by the Drafting & Generation pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Procurement Specialist, Finance & Accounting
Follow configured behavior guidance for Procurement Specialist teams in Finance & Accounting, delivered by the Drafting & Generation pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Procurement Specialist, Finance & Accounting
Prepare copy for revision for Procurement Specialist teams in Finance & Accounting, delivered by the Drafting & Generation pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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.
Conéctalo a tu stack
Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
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.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.