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Bankautomation

Reconciliation · Payment operations · Compliance

Banking automation software for bank operations teams

Reconciliation, payment operations and compliance workflows in one system. Bank formats are parsed on day one, breaks are classified and routed, every action lands on an audit trail.

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  • Sample data only in the demo
  • Your data stays yours
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camt.053 · NOSTRO USD · value date 03 sep 2026

Nostro cash break, sample data

Match rate

75.0%

Breaks

4

At risk

$533.9k

Oldest

4d

Date ±1d
Amount

Sample data only. Do not paste production or customer data. Up to 40 rows a side.

This console matches the first rows a side. It left out statement and ledger , so anything in them is not counted below. To run a full file, .

BRK-001

Aged 0d

$219,105.40

2026-09-03 · both sides

REF//FX/SPOT/7741 · INTERBANK FX DESK

Amount differs by 164.80 USD (0.075%)

Re-price the ledger leg on the correspondent rate source for the value date and post 164.80 USD to FX variance.

FX RATE SOURCE

→ Treasury Ops

BRK-002

Aged 4d

$187,650.00

2026-08-30 · ledger

PAY/90012/R · KESTREL LOGISTICS

Second ledger entry for 187,650.00 USD against REF//PAY/90012

Confirm the original entry REF//PAY/90012 cleared, then reverse this posting under maker-checker and note the reversal on the original item.

DUPLICATE POSTING

→ Finance

BRK-003

Aged 0d

$123,760.00

2026-09-03 · both sides

REF//TRF/554121 · HALCYON TRADING

Statement 61,880.00 vs ledger 123,760.00 (50% short)

Split the ledger posting and match the settled leg; leave the residual 61,880.00 USD open against the same reference.

PARTIAL SETTLEMENT

→ Payments Ops

BRK-004

Aged 0d

$3,410.00

2026-09-03 · statement

REF//CHG/Q3FEES · CORRESPONDENT CHARGES

On the statement, nothing in the ledger

Post 3,410.00 USD to the charges account for the period and add it to the standing accrual so it stops surfacing as a break.

FEE NOT ACCRUED

→ Finance

Everything matched under these tolerances.

Tighten the date or amount tolerance to see the breaks it was absorbing.

Correspondent statement

camt.053 · NOSTRO USD

Value date Reference Amount
2026-09-02 REF//NONREF/2026090301 1,284,500.00
2026-09-02 REF//INV/88231 96,400.00
2026-09-03 REF//TRF/554120 452,180.25
2026-09-03 REF//FX/SPOT/7741 218,940.60
2026-09-01 REF//SEPA/33421 74,220.00
2026-09-03 REF//CHG/Q3FEES 3,410.00
2026-09-03 REF//TRF/554121 61,880.00
2026-09-02 REF//PAY/90012 187,650.00
2026-09-02 REF//INV/88245 242,015.00
2026-09-03 REF//TRF/554133 18,905.50
2026-09-01 REF//PAY/90044 505,300.00
2026-09-03 REF//INV/88260 132,640.75

Internal nostro ledger

Core banking export

Value date Reference Amount
2026-09-02 NONREF/2026090301 1,284,500.00
2026-09-02 INV/88231 96,400.00
2026-09-03 TRF/554120 452,180.25
2026-09-03 FX/SPOT/7741 219,105.40
2026-08-31 SEPA/33421 74,220.00
2026-09-02 PAY/90012 187,650.00
2026-09-03 TRF/554121 123,760.00
2026-08-30 PAY/90012/R 187,650.00
2026-09-02 INV/88245 242,015.00
2026-09-03 TRF/554133 18,905.50
2026-09-01 PAY/90044 505,300.00
2026-09-03 INV/88260 132,640.75
Matched pairs are tinted on both sides. Breaks carry the brass left rule and appear in the worklist.

Sample data only. Matching runs in your browser; classification is written by the model when you press Run. Matching done in your browser. Writing classifications… Classifications written by the model on this run. Decision support, not a compliance determination. The classification model was unavailable, so the built-in rule classifier wrote these. Same matching, same numbers. This console classifies up to 12 runs a minute and this run went over, so the built-in rule classifier wrote these. Same matching, same numbers. Wait a minute for the model, or . The model wrote the first 8 classifications; the rule classifier wrote the remaining .

Run this on your own files

Pick a queue, move the tolerances, press Run. Matching happens in your browser, then the classification and the audit note are written for each break. Create an account and we will email you how onboarding and a first source connection work.

The 6pm problem

Bank operations still close the day in spreadsheets

Not because the team is slow. Because the statement, the ledger and the settlement file disagree in ways nobody has written down, and the difference is argued out by hand every single day.

01 · Intake

Three formats, one pair of eyes

MT940 and camt.053 land from the correspondents, the core exports something slightly different, card and ATM settlement arrives in a third shape, and a credit union adds share draft and shared branching settlement on top. Somebody normalizes all of it in a workbook before matching can even start.

02 · The break

Worked in an email thread

An unmatched item becomes a message to treasury, a reply two days later, a screenshot, a decision nobody records. Ageing is invisible until it is a finding, and the same break returns next month.

03 · Quarter end

Evidence rebuilt by hand

When audit asks how an item was resolved, the answer is assembled from inboxes and file shares. The reconciliation was done. Proving it was done correctly is a separate project.

The pattern repeats in payment operations, where repairs, returns and investigations are worked manually, and in compliance, where KYC refresh queues and alert triage are tracked in a list on the side. Read the process by process breakdown in automation in banks, or start with bank reconciliation software if the daily cash break is what hurts.

What Bankautomation does

Bank-native automation, not a blank workflow canvas

Every competitor sells either an engine without the workflow, or the workflow without the banking. This is one product: the banking data model, the matching engine and the exception queue.

01

Bank formats parsed on day one

camt.053 and camt.054, MT940, MT942 and MT950, pain.001 and pacs.008, card and ATM settlement files, core banking exports and plain CSV. Field mapping is configuration, not an integration project.

02

Matching you can explain

Exact key match first, then tolerance matching on value date, amount and normalized references. Every match records which rule fired and which tolerance absorbed the difference.

03

Breaks classified and routed

FX rate source, timing, duplicate posting, missing reference, fee not accrued, partial settlement. Each break gets a suggested action, an owner queue and an age visible from the first hour.

04

Maker-checker built in

Write-offs, reversals, tolerance changes and rule edits are proposed by one role and approved by another. Segregation of duties is enforced by the system, not by a note in a procedure document.

05

Audit trail by construction

Every rule version, override, approval and attachment is kept against the item. The quarter-end evidence pack is a filtered export, not four days of rebuilding history from email.

06

Rules your ops team edits

A tolerance, a reference normalization rule or a routing target is changed in the interface under approval. No specialist, no change request, no waiting for a release window.

The engine is one product across all three process lines: see it applied to payment reconciliation, AML compliance workflow and general ledger reconciliation.

How it works

Four steps, and the fourth is a download

The same four steps run whether the source is a nostro statement, a settlement file or a KYC refresh queue.

  1. Step 01

    Connect a source

    Drop the statement and the ledger export in. Formats are recognized, fields are mapped, the day is opened.

    camt.053 · MT940 · CSV · core export

  2. Step 02

    Match under your tolerances

    Exact first, then value date, amount and reference tolerances that your team owns and can change.

    ±1d · $0.01 · ref normalization

  3. Step 03

    Work the exception queue

    Each break arrives classified, aged and routed, with a suggested action and the evidence attached to the item.

    Treasury Ops · Payments Ops · Finance

  4. Step 04

    Export the evidence

    Sign-off, the rule versions that ran and every approval come out as one pack for audit or the regulator.

    CSV · PDF pack · API

See bank process automation step by step, including what happens on the first day with a new source.

Worked example

One nostro break, from raw rows to a routed item

This is resolver output for a single item in the sample above. Nothing here is a customer, an account or a result we measured. It is what the product does with those rows.

Input

Two rows that will not match on the key

  • Statement · 2026-09-03 · REF//FX/SPOT/7741 · 218,940.60 USD · INTERBANK FX DESK
  • Ledger · 2026-09-03 · FX/SPOT/7741 · 219,105.40 USD · INTERBANK FX DESK

Same value date, same reference once normalized, amounts 164.80 apart. Under an exact amount tolerance this is a break, not a match.

Output

One worklist item, ready to work

  • BRK-001 FX rate source Aged 0d
  • Difference 164.80 USD (0.075 percent) against a matched reference and value date.
  • Suggested action: re-price the ledger leg on the correspondent rate source for the value date and post 164.80 USD to FX variance.
  • Routed to Treasury Ops, with the audit note written and the rule version attached.

Where this sits

Against the three things banks use today

Category-level differences, not a scorecard about named vendors. Every row is something a buyer can check in a demo.

Capability Bankautomation Spreadsheet close Generic RPA Corporate close platform
Bank formats native ISO 20022, SWIFT MT, settlement files parsed as inputs Manual export and reshaping Screen-scraped from a screen that changes Built for corporate sub-ledgers
Nostro and settlement model Value date, correspondent, FX source, two sided Whatever the workbook models None Not part of the data model
Exception workflow Classified, aged, routed, approved in product Email threads and a tab called Issues Bot stops, a human is emailed Task lists tuned to the close calendar
Audit evidence Versioned rules, approvals and attachments, exportable Reassembled by hand at quarter end Bot logs, not business evidence Strong for the corporate close
Time to first reconciliation Weeks, because the formats are already parsed Immediate and permanent Months per process, then maintenance Integrator-led programme
Who changes a rule Your ops team, under maker-checker Whoever owns the file The automation team, on a backlog A consultant on a change request

Swipe the table sideways to read every column.

Comparison of approaches, not of specific products. Deployment timelines describe design intent and typical market experience, not a measured customer average.

If bots are the incumbent in your bank, the honest comparison is on robotic process automation in banking. If the finance team owns the project, start at account reconciliation software.

For the COO and the CFO

The case that gets signed

Three questions decide this purchase, and none of them is about matching algorithms.

Cost

Hours back from the daily close

Two analysts, four hours a day, on breaks and evidence. Price the recovered hours against the plan you would buy and decide. We will not quote you a saving we did not measure.

Risk

Ageing that is visible on day one

Breaks carry an age, an owner and an attached history. Nothing is worked in a mailbox, so nothing quietly sits at 40 days until an auditor finds it.

Control

Segregation of duties enforced

Maker-checker on write-offs, reversals and rule changes. Versioned rules, an immutable log and role separation your second line can inspect. See security and compliance.

Pricing

Four plans, published

Priced per institution, not per bot and not per reconciliation. There is no free plan: the resolver above is the free taste.

Operations

$1,200

per month, billed monthly

One ops team automating a single process line.

  • 1 line: reconciliation, payment ops or compliance
  • 250,000 matched items a month
  • 3 source connections
  • 10 users

Platform

Recommended

$3,900

per month, billed monthly

The whole operations floor, all three process lines.

  • All three process lines
  • 2,000,000 matched items a month
  • Unlimited source connections
  • 50 users

Institution

$9,500

per month, billed monthly

Multi-entity banks and banking groups.

  • All three lines, multi-entity
  • Unlimited matched items
  • Unlimited source connections
  • Unlimited users

Enterprise

Talk to sales

custom, by agreement

Regulated deployments that go through procurement.

  • All three lines, custom scope
  • Unlimited matched items
  • Unlimited source connections
  • Unlimited users

Swipe the plans sideways for Institution and Enterprise.

No card required to create an account. See the full pricing table, including annual billing, limits, SLA and procurement terms.

Questions we get asked first

Before you put an email in

The full set, including deployment, controls and procurement, is on the FAQ page.

Is my data safe if I paste rows into the demo?

The Reconciliation Break Resolver is for sample data only, and the page says so above the input. Matching runs in your browser. When you press Run, the break summaries (reference, amount, currency, value date and the computed difference) are sent to the classification model so it can write the classification and the suggested action. Bankautomation does not store the rows you paste, and there is no account behind the demo. Do not paste production or customer data. The privacy policy spells this out.

Do you connect to our core banking system?

The day-one path is file based, because that is what every bank can produce this week: camt.053 and camt.054, MT940, MT942 and MT950, pain.001 and pacs.008, card and ATM settlement files, core banking exports and CSV. Where an API exists on your side, a source can be configured to pull from it on a schedule instead. We do not publish a list of pre-built core banking connectors, because the honest answer is that it depends on what your core exposes.

Does this replace our controls or our compliance team?

No. Bankautomation is operations software: it matches, classifies, routes, records and evidences. Suggested classifications and actions are decision support. Approvals, compliance determinations, regulatory filings and the control framework itself stay with your institution and its people. Automation supports the control, it does not become the control.

How long until the first reconciliation runs?

The design intent is weeks rather than quarters, because the bank formats are already parsed and matching rules are configuration rather than development. That is a statement about how the product is built, not a measured customer average, and we will not pretend otherwise. What takes the time on your side is agreeing tolerances, routing and who approves what.

Who can change a matching rule?

Your operations team, in the interface, under maker-checker. One role proposes a tolerance, a reference normalization rule or a routing target, another approves it, and the change is versioned against every item it later touches. No vendor change request, no specialist consultant, no release window.

Do you support ISO 20022 and CBPR+?

Yes. ISO 20022 messages are first-class inputs, not a conversion step bolted on the side, and structured remittance and party data is used by matching rather than flattened into a memo field. See ISO 20022 payment automation for the detail and ISO 20022 explained for the background.

Automation by process

Where teams start

Each page covers one process end to end: the inputs, the breaks it produces and how they get worked.

Account reconciliation software Where the differences start, account by account. Bank reconciliation software Statement against ledger, MT940 and camt.053 native. Automated reconciliation software Match rates, tolerances, and what auto-match must never mean. Payment reconciliation software Instructed, settled and posted, reconciled three ways. Financial reconciliation software The same engine, framed for the finance team. ATM reconciliation software Cash, switch and network settlement, balanced daily. Credit union reconciliation software Corporate, share draft, card, ATM and shared branching. ACH reconciliation software Origination, receipt, returns and FedACH settlement. Federal Reserve account reconciliation Master account, FIRD, Fedwire and FedNow against the GL. Correspondent bank reconciliation Due from, due to and respondent settlement against the GL. AML compliance software Program workflow, evidence and cadence. Not a detection model. KYC automation software Onboarding and periodic refresh, queued and evidenced. AML software for banks What to ask, and what to refuse to buy. Compliance workflow automation Maker-checker, SLAs and evidence as a system property. BSA AML monitoring software Alert triage as a worklist, not a second inbox. RPA for banks Why screen-scraping bots break, and what replaces them. General ledger reconciliation software Sub-ledger to GL, and the suspense account nobody owns. Balance sheet reconciliation software Certification, sign-off and the quarter-end pack. ISO 20022 payment automation Structured data, repair rates and CBPR+ deadlines. Nostro reconciliation automation The most bank-specific reconciliation there is.

Get started

Put your first reconciliation on rails

Create an account, and we will email you how onboarding works and what a first source connection looks like. The Reconciliation Break Resolver is open to try right now, on sample data, without an account.

Run the demo

No card required to create an account. Sample data only in the demo. Bankautomation is operations software, not a regulated service.