Automation guide
How to Automate Financial Reconciliation with Make (formerly Integromat)
Match transactions across bank statements, invoices, and accounting systems, and flag discrepancies for review.
The problem
Month-end reconciliation takes finance teams 2-5 days of manual matching. Every mismatch requires manual investigation.
The outcome
Reconciliation runs nightly. Month-end close takes hours, not days. Only genuine exceptions reach a human.
The tool
Make (formerly Integromat) — Visual automation builder with more power than Zapier.
How it works — step by step
- 1
Bank feed, payment processor data, and accounting system all polled
- 2
AI matches transactions using amount, date, and description
- 3
Matched transactions confirmed automatically
- 4
Unmatched items ranked by materiality and delivered for human review
About Make (formerly Integromat)
Visual automation builder with more power than Zapier. Handles complex branching, iterators, and data transformations.
Strengths
- ✓ Complex data transforms
- ✓ Visual branching
- ✓ Cost-effective
- ✓ Error handling
Related guides
Want this in production?
Altor builds financial reconciliation automation for US B2B companies.
We don't hand off code and disappear. We connect to your live systems, ship to production in 3 weeks, and stay until the system delivers measurable impact. Reconciliation runs nightly. Month-end close takes hours, not days. Only genuine exceptions reach a human.
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