We build AI that finance teams can trust

Noxtara is a software company specialising in native Salesforce applications that bring Agentforce AI to regulated financial workflows - without hallucinations, without external dependencies, and without compromising compliance.

Our Mission

Financial operations - capital calls, bank reconciliation, fund administration - are still run on spreadsheets, email chains, and manual review cycles. We exist to eliminate that. Our mission is to automate the workflows that matter most to finance teams, with software precise enough to survive an SEC examination or an LP audit.

Our Approach

We use a hybrid architecture: Agentforce AI handles natural language and user interaction, while deterministic Apex code handles all financial arithmetic. No hallucinations reach your ledger. Every calculation is traceable back to an exact source record, making our software suitable for regulated industries where accuracy is non-negotiable.

How we build

100% Native Salesforce

Zero external API calls, zero OAuth tokens, zero third-party services. All processing runs within the Salesforce trust boundary. Your data never leaves your org.

Deterministic Arithmetic

Financial calculations use Decimal types with HALF_EVEN rounding - never floating-point Double. Remainder correction ensures absolute precision to the penny, across every LP allocation.

Human-in-the-Loop

AI handles intelligence; humans retain authority. Every consequential financial action requires explicit confirmation. Approval gates are enforced at both the AI prompt layer and the Apex code layer.

Radical Traceability

Every output is citation-backed. Numerical results link to exact source records in Salesforce, providing an audit trail that can withstand SEC examinations and LP due diligence.

Industry Compliance

Built to ILPA standards for private equity, ISO 20022 for financial messaging, and Salesforce ISV security review requirements. Compliance is a design constraint, not an afterthought.

Agentforce-Native

Our products are built from the ground up for Salesforce Agentforce - not bolted onto it. The Atlas Reasoning Engine orchestrates actions; deterministic code delivers results.

Our Products

Two live products on Salesforce AgentExchange, with a shared namespace: noxtara

Agentic Drawdown

Live on AgentExchange

An Agentforce-powered capital call automator for PE & VC fund administrators. Automates the full lifecycle from natural language input through ILPA-compliant allocation, approval, XLSX notice generation, and LP distribution.

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ISO 20022 Reconciler

Live on AgentExchange

A native Agentforce Action that parses ISO 20022 bank statement files (camt.053 & camt.052) and automatically reconciles transactions against Salesforce Invoices or Opportunities, with zero data egress.

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Get in touch

Whether you're a fund administrator, a finance ops team on Salesforce, or a Salesforce partner - we'd like to hear from you.