- 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.
216 resultados · Finance & Accounting · Agentes
Finance & Accounting: Billing Specialist Compliance Checker
Compliance Checker for Billing Specialist 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: Billing Specialist Risk Assessment
Risk Assessment for Billing Specialist 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: Billing Specialist Reconciliation Brief
Reconciliation Brief for Billing Specialist 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: Billing Specialist Exception Review
Exception Review for Billing Specialist 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: Billing Specialist On-demand Reporting & Insights
On-demand Reporting & Insights for Billing Specialist 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: Billing Specialist Decision Support
Decision Support for Billing Specialist 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: Billing Specialist Routing Advisor
Routing Advisor for Billing Specialist 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: Billing Specialist Trend Briefing
Trend Briefing for Billing Specialist 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: Billing Specialist Onboarding Guide
Onboarding Guide for Billing Specialist 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: Billing Specialist Feedback Summary
Working supplied-feedback summary for Billing Specialist 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: Billing Specialist Research & Discovery
Research & Discovery for Billing Specialist 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: Billing Specialist Process Guidance
Process Guidance for Billing Specialist 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: Expense Auditor Intake Review & Triage
Intake Review & Triage for Expense Auditor 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: Expense Auditor Document Summarizer
Working supplied-content summarizer for Expense Auditor teams in Finance & Accounting. Paste the material to summarize when you run it; no external system connection is included or required.
Finance & Accounting: Expense Auditor Q&A Assistant
Q&A Assistant for Expense Auditor 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: Expense Auditor Drafting & Generation
Drafting & Generation for Expense Auditor 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: Expense Auditor Record Review
Record Review for Expense Auditor 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: Expense Auditor Data Query & Summary
Data Query & Summary for Expense Auditor 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: Expense Auditor Compliance Checker
Compliance Checker for Expense Auditor 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: Expense Auditor Risk Assessment
Risk Assessment for Expense Auditor 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: Expense Auditor Reconciliation Brief
Reconciliation Brief for Expense Auditor 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: Expense Auditor Exception Review
Exception Review for Expense Auditor 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: Expense Auditor On-demand Reporting & Insights
On-demand Reporting & Insights for Expense Auditor 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: Expense Auditor Decision Support
Decision Support for Expense Auditor 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.
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.