Automation guide
How to Automate Financial Reconciliation with Make (formerly Integromat)
Financial Reconciliation with Make (formerly Integromat) automates repetitive work so your team focuses on exceptions and decisions. Make's scenario builder handles complex branching logic and data transformation that simpler tools can't.
Step-by-step guide to automating financial reconciliation using Make (formerly Integromat). Reconciliation runs nightly. Month-end close takes hours, not days. Only genui
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 is a visual automation platform with advanced data transformation. Best for complex multi-step workflows with branching logic.
How it works — step by step
- 1Bank feed, payment processor data, and accounting system all polled
- 2AI matches transactions using amount, date, and description
- 3Matched transactions confirmed automatically
- 4Unmatched items ranked by materiality and delivered for human review
- 5Month-end reconciliation report generated with variance summary
About Make (formerly Integromat)
Make is a visual automation platform with advanced data transformation. Best for complex multi-step workflows with branching logic.
Strengths
- ✓Visual scenario builder
- ✓Data transformation
- ✓Error handling
- ✓HTTP/webhook support
Pricing
From $9/mo (Core)
When this makes sense
Financial Reconciliation automation with Make (formerly Integromat) works best when your team handles this workflow multiple times per week, inputs are consistent enough for pattern matching, and human review of exceptions is part of the process. It is less effective when every instance requires unique judgment or when regulatory requirements mandate human sign-off on every step.
Related automation guides
Want this in production?
Altor builds financial reconciliation automation for US B2B companies.
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.