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Azure reference architecture

Transaction reconciliation and reporting

A Azure reference architecture for transaction reconciliation and reporting in Financial Services. Triggered by end-of-day transaction files land, Padiso orchestrates 3 specialist agents on Azure AI Foundry, reaching general ledger and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.

AzureRuntime: Azure AI Foundry

Trigger

End-of-day transaction files land

Financial Services

Orchestration

Padiso

Padiso Orchestrator

goals · tasks · heartbeat

Governance

budgets · approvals · audit

Runtime & agents

Agent runtime

Azure AI Foundry

Reconciliation agent

agent

KYC & compliance agent

agent

Monitoring agent

agent

Integrations · MCP

MCP gateway

salesforce
slack
airtable
google-drive

Your systems

General ledger

Core banking / processor

Bank statement feeds

How the data flows

Trigger: End-of-day transaction files land

  1. 1

    Reconciliation agent matches transactions across the ledger, bank and processor feeds

  2. 2

    It auto-clears matches and isolates exceptions with a suspected root cause

  3. 3

    Exception agent drafts the correcting entry for review

  4. 4

    Adjustments above threshold require human approval before posting

Agent team

  • Reconciliation agent
  • KYC & compliance agent
  • Monitoring agent

Integrations

salesforce
slack
airtable
google-drive

Reached through the Model Context Protocol, scoped and governed.

Runtime & data

Azure AI Foundry

General ledger

Core banking / processor

Bank statement feeds

Security & operational considerations

  • Segregation of duties enforced: agents propose, humans post
  • Immutable audit log for SOX / examiner review
  • Hard per-agent budgets to bound spend

Azure deployment

Deployed in your Azure tenant on AI Foundry, with Entra ID scoping, Private Endpoints into your VNet, and Azure Monitor for audit and observability.

More Financial Services blueprints

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