ISO 20022 Bank Reconciliation for Agentforce
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
Top keywords
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SMS-Magic | Business Messaging
Natively built SMS Solution for Sales & Service Cloud, Experience cloud & supports all the apps built on force.com. Complete business messaging solution supports multichannel automated & interactive 2-way conversations Converse with your customers on the channel of their choice - while you stay in the comfort of your Salesforce window or even smartphone. It is perfect for high-touch, contextual, and time-sensitive customer engagement that’s also help you get compliant with 10DLC registration. - Channels supported: SMS, ,Texting, MMS, WhatsApp and FB Messenger, - Easy Configuration & Use - Interactive & Automated Messaging - Dedicated & Shared Inboxes for Sales/Service Console, Record page, Lists & Reports - Automate with Flows: keywords, reminders, alerts, & routing - Marketing: blasts, drip campaigns, profiling, surveys, scheduling, link tracking - Analytics Dashboards - Standard & Custom Objects - Experience cloud, Force.com solutions - Global Coverage - Protect users from Spam - Supports long & short codes, toll-free numbers, call forwarding, direct connect-59 countries, bring your own number (landline), bring your own carrier (Twilio, Nexmo, Ring Central, etc)
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