ISO 20022 Bank Reconciliation for Agentforce
Automate bank reconciliation natively with Agentforce & ISO 20022 parsing
Overview
Eliminate manual bank reconciliation with Agentforce. Parse ISO 20022 (camt.053/052), automate invoice matching & flag discrepancies. 100% native. Zero data egress.
See How ISO 20022 Bank Reconciliation for Agentforce Works
Faster Financial Close: Transform bank reconciliation from a multi-hour manual process into an autonomous, agent-driven workflow that completes in seconds - accelerating your month-end close cycle
Agentforce Ready: Purpose-built for Agentforce Service Agents. Equip your agents to handle "Where is my payment?" chats instantly without human intervention
Automated Matching: Intelligent payment matching logic reconciles transactions to Invoices or Opportunities by Amount, Reference ID, and Date to eliminate manual reconciliation work
Audit Trail: Automatically logs every reconciliation attempt and flags discrepancies (Amount Mismatches, Missing Refs) for review, ensuring full financial compliance
100% Secure: Zero data egress. All processing happens natively within your Salesforce Trust Boundary, ensuring maximum security for sensitive financial data
Intraday Visibility: Native support for camt.052 (account report) files allows finance teams to reconcile cash positions mid-day, not just at end-of-day
Explainable Results: The Agent doesn't just match records; it provides human-readable explanations for every discrepancy (e.g. "Bank amount $500 does not match Ledger $450"), empowering users to fix issues faster
ISO 20022 Native: Built-in DataWeave parsing for complex XML bank statements (camt.053 & camt.052). No middleware, ETL tools, or external processors required to handle bank data
Deterministic Accuracy: While the interface is conversational AI, the reconciliation engine uses deterministic Apex logic. Zero hallucinations, 100% mathematical precision for financial data
The Problem Finance teams waste hours matching bank transactions to invoices - cross-referencing amounts, chasing references, reconciling differences. It's error-prone and doesn't scale The Solution ISO 20022 Reconciler brings autonomous bank reconciliation to Salesforce Agentforce. Upload a statement and your Agent parses, matches, and flags discrepancies in seconds Key Features • Agentforce AI: Purpose-built for the Agentforce runtime • ISO 20022 Native: Native support for global ISO 20022 standards • Discrepancy Detection: Automatically flag amount mismatches, missing references, and currency/date variances • Secure & Native: Built 100% on the Salesforce Platform. Zero data egress ensures compliance with financial data standards How It Works • Upload - Bank statement (ISO 20022 XML) • Parse - DataWeave extracts transactions within your Salesforce org • Match - Smart logic reconciles payments to Invoices or Opportunities • Resolve - Agent interprets results and communicates to the user Supported Formats • camt.053: Bank to Customer Statement (End of Day) • camt.052: Bank to Customer Account Report (Intraday) Install in minutes - add the action to any Agentforce Agent
Categories
- Business Needs
- Process ManagementAudit & ComplianceAccounting
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Personas
- AdministratorBusiness UserExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package