Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
ISO 20022 Bank Reconciliation for Agentforce
Automate bank reconciliation natively with Agentforce & ISO 20022 parsing
- Actions: 1
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Business Need
- Process ManagementAudit & ComplianceAccounting
- Requires
- AgentforceSales Cloud
- Compatible With
- Sales CloudRevenue CloudFinancial Services Cloud
Eliminate manual bank reconciliation with Agentforce. Parse ISO 20022 (camt.053/052), automate invoice matching & flag discrepancies. 100% native. Zero data egress.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- AgentforceSales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudRevenue CloudFinancial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- ISO 20022 Reconciler/ver 1.0 1.0.0
- Listed On
- 06/03/2026
- Latest Release
- 06/03/2026
- Actions: 1
- Supported 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
- Package ContentsIf 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: 4Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
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