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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Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- 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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24 results · Finance & Accounting · agents · “HR”
Finance & Accounting: Accounts Payable Document Summarizer
Document Summarizer template for Accounts Payable teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and 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. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Document Summarizer
Document Summarizer template for Accounts Receivable teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Risk Assessment
Risk Assessment template for Accounts Receivable teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Financial Analyst Document Summarizer
Document Summarizer template for Financial Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Financial Analyst Risk Assessment
Risk Assessment template for Financial Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Controller Document Summarizer
Document Summarizer template for Controller teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Controller Risk Assessment
Risk Assessment template for Controller teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Tax Analyst Document Summarizer
Document Summarizer template for Tax Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Tax Analyst Risk Assessment
Risk Assessment template for Tax Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Treasury Analyst Document Summarizer
Document Summarizer template for Treasury Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Treasury Analyst Risk Assessment
Risk Assessment template for Treasury Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Document Summarizer
Document Summarizer template for Procurement Specialist teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Risk Assessment
Risk Assessment template for Procurement Specialist teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Audit Analyst Document Summarizer
Document Summarizer template for Audit Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Audit Analyst Risk Assessment
Risk Assessment template for Audit Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: FP&A Analyst Document Summarizer
Document Summarizer template for FP&A Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: FP&A Analyst Risk Assessment
Risk Assessment template for FP&A Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Billing Specialist Document Summarizer
Document Summarizer template for Billing Specialist teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Billing Specialist Risk Assessment
Risk Assessment template for Billing Specialist teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Expense Auditor Document Summarizer
Document Summarizer template for Expense Auditor teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Expense Auditor Risk Assessment
Risk Assessment template for Expense Auditor teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Revenue Accountant Document Summarizer
Document Summarizer template for Revenue Accountant teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Revenue Accountant Risk Assessment
Risk Assessment template for Revenue Accountant teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
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
Filter by your industry and role; every item lists the systems it connects to and the skills it invokes.
Wire it to your stack
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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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