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ISO 20022 Bank Reconciliation for Agentforce

Automate bank reconciliation natively with Agentforce & ISO 20022 parsing

No Ratings
$299   USD/company/month

Discounts available for nonprofits

Agentforce ContentsAgentforce Contents
Actions: 1
Industries
Horizontal Product
Financial Services
Professional Services
Business Need
Process Management
Audit & Compliance
Accounting
Requires
Agentforce
Sales Cloud
Compatible With
Sales Cloud
Revenue Cloud
Financial Services Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
ISO 20022 Reconciler/ver 1.0 1.0.0
Listed On
06/03/2026
Latest Release
06/03/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Actions: 1
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce 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 More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/31/2026

Additional Details

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

Need help?

Noxtara

Assistance with installation, configuration, and bug reporting via support@noxtara.io. We aim to respond to all inquiries within 24-48 business hours Note: Support does not include custom Apex development or implementation of non-standard banking formats