Status without the chase
Vendors and colleagues get invoice and payment status straight from your ERP — the agent reads the record and answers with the reference attached.
AI for Finance Operations teams
AP, AR, and recon — with every exception explained.
The Finance Operations pack answers invoice and payment status instantly, assists reconciliation across systems, and routes exceptions with the discrepancy already analyzed — close gets faster, controls stay intact.
Connects to NetSuite · Stripe · SAP — plus anything with an API
Cost Governance
$7,820
of $10,000 · 30-day cap
Hours saved1,240h
Cost avoided$312,000
budget ▸ hard cap blocks runs at 100% (402)
Day one
What finance operations teams see when they log in.
Not a blank canvas — a working role with default goals, allowed tools, and the guardrails already on.
Recon with the matching done
Cross-system reconciliation runs on schedule; matched items clear with their evidence, and discrepancies surface with the difference already characterized.
Exceptions, pre-analyzed
What reaches your team carries the analysis: which system disagrees, by how much, and what the likely cause pattern is — resolution starts at step three.
Skills invoked · governed by policy & licensing
lookup.recorddata.querydata.summarizecomms.draft_response
Systems
NetSuiteStripeSAP
In the pack
The Finance Operations Agent ships ready to work.
Looks up supplied records, runs governed read queries, and drafts a finance-operations brief; it does not post adjustments or route exceptions. Installed from the library, wired to your systems, and run through the same 8-gate chain as everything on Cortex.
- Look up a supplied invoice or payment record
- Run a governed read query
- Summarize query results
- Draft an exception brief
Governed for this role
Faster close. Same controls.
Finance agents read broadly and write narrowly — payments and journal entries stay human-approved, and every agent touch lands in an audit trail your controller will actually like.
- Payment execution always pends for human approval
- Journal adjustments propose-first with evidence attached
- Vendor master changes gated — fraud's favorite door stays locked
- Every match, exception, and touch sealed for the auditors
audit/verify
ok: true
verifyChain ▸ chained SHA-256 · signed receipts
FAQ
What finance operations leaders ask.
Can the agent execute payments?
No — payment execution always pends for human approval regardless of amount. The agent prepares, matches, and analyzes; disbursement authority stays with your team.
How does this help with the audit?
Every reconciliation match cites its evidence and every exception carries its analysis, all sealed in a tamper-evident ledger — the audit trail assembles itself as the work happens.
Which ERPs does it work with?
NetSuite, Stripe, and SAP drivers ship in the catalog, with the certifiable generic REST driver and OpenAPI import covering the rest of the stack.
Keep exploring
Where to go next.
Agent Library
Every Finance Operations agent and skill, filterable across the 21,500+ item catalog.
All roles
Ten more enterprise role packs — from Service to Field Operations.
Agent Studio
Extend the pack or build your own role — no code, full governance.
Pricing
Individual, Team, and Business — governance included on every plan.
Put a governed Finance Operations to work this week.
Start a free trial, install the pack, and connect your systems — or bring us one workflow and we'll demo it end to end.