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
Agent Library
21,500+ skills & agents. Every one governed.
5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
21,511 governed library items · counted live from the catalog, not a marketing number
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Enterprise Role Packs · 11 roles
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Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
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- 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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648 results · Finance & Accounting · skills
Summarize a supplied record — Expense Auditor, Finance & Accounting
Summarize a supplied record for Expense Auditor teams in Finance & Accounting, delivered by the Record Review 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 possible risk — Expense Auditor, Finance & Accounting
Assess possible risk for Expense Auditor teams in Finance & Accounting, delivered by the Record Review 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.
Flag items for human review — Expense Auditor, Finance & Accounting
Flag items for human review for Expense Auditor teams in Finance & Accounting, delivered by the Record Review 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.
Run a parameterized read query — Expense Auditor, Finance & Accounting
Run a parameterized read query for Expense Auditor teams in Finance & Accounting, delivered by the Data Query & 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.
Summarize returned records — Expense Auditor, Finance & Accounting
Summarize returned records for Expense Auditor teams in Finance & Accounting, delivered by the Data Query & 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 a result-set overview — Expense Auditor, Finance & Accounting
Prepare a result-set overview for Expense Auditor teams in Finance & Accounting, delivered by the Data Query & 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.
Check supplied context against policy — Expense Auditor, Finance & Accounting
Check supplied context against policy for Expense Auditor teams in Finance & Accounting, delivered by the Compliance Checker 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 potential policy issues — Expense Auditor, Finance & Accounting
Surface potential policy issues for Expense Auditor teams in Finance & Accounting, delivered by the Compliance Checker 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 review items — Expense Auditor, Finance & Accounting
Recommend review items for Expense Auditor teams in Finance & Accounting, delivered by the Compliance Checker 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 supplied risk context — Expense Auditor, Finance & Accounting
Assess supplied risk context for Expense Auditor teams in Finance & Accounting, delivered by the Risk Assessment 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.
Explain assessment drivers — Expense Auditor, Finance & Accounting
Explain assessment drivers for Expense Auditor teams in Finance & Accounting, delivered by the Risk Assessment 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 human review — Expense Auditor, Finance & Accounting
Recommend human review for Expense Auditor teams in Finance & Accounting, delivered by the Risk Assessment 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.
Query supplied record data — Expense Auditor, Finance & Accounting
Query supplied record data for Expense Auditor teams in Finance & Accounting, delivered by the Reconciliation Brief 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 potential discrepancies — Expense Auditor, Finance & Accounting
Summarize potential discrepancies for Expense Auditor teams in Finance & Accounting, delivered by the Reconciliation Brief 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 reconciliation brief — Expense Auditor, Finance & Accounting
Prepare a reconciliation brief for Expense Auditor teams in Finance & Accounting, delivered by the Reconciliation Brief 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 a supplied exception — Expense Auditor, Finance & Accounting
Assess a supplied exception for Expense Auditor teams in Finance & Accounting, delivered by the Exception Review 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 the assessment — Expense Auditor, Finance & Accounting
Summarize the assessment for Expense Auditor teams in Finance & Accounting, delivered by the Exception Review 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 follow-up review — Expense Auditor, Finance & Accounting
Recommend follow-up review for Expense Auditor teams in Finance & Accounting, delivered by the Exception Review 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.
Run an on-demand read query — Expense Auditor, Finance & Accounting
Run an on-demand read query for Expense Auditor teams in Finance & Accounting, delivered by the On-demand Reporting & Insights 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 query results — Expense Auditor, Finance & Accounting
Summarize query results for Expense Auditor teams in Finance & Accounting, delivered by the On-demand Reporting & Insights 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.
Highlight supplied exceptions — Expense Auditor, Finance & Accounting
Highlight supplied exceptions for Expense Auditor teams in Finance & Accounting, delivered by the On-demand Reporting & Insights 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 supplied context — Expense Auditor, Finance & Accounting
Assess supplied context for Expense Auditor teams in Finance & Accounting, delivered by the Decision Support 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 recommended response — Expense Auditor, Finance & Accounting
Draft a recommended response for Expense Auditor teams in Finance & Accounting, delivered by the Decision Support 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 rationale for review — Expense Auditor, Finance & Accounting
Prepare rationale for review for Expense Auditor teams in Finance & Accounting, delivered by the Decision Support 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.
Governed by default
Install is the easy part. Governance comes with it.
Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
Choose from the catalog
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Wire it to your stack
Connectors, MCP servers, and OpenAPI imports — scoped by allowlists and DLP at the gateway.
Every run through the gates
Identity, budget, guardrails, policy, oversight — then a signed receipt in the Trust Ledger. On every plan.
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