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Automation guide

How to Automate Financial Reconciliation with n8n

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

n8n — Open-source workflow automation with a visual builder.

How it works — step by step

  1. 1

    Bank feed, payment processor data, and accounting system all polled

  2. 2

    AI matches transactions using amount, date, and description

  3. 3

    Matched transactions confirmed automatically

  4. 4

    Unmatched items ranked by materiality and delivered for human review

About n8n

Open-source workflow automation with a visual builder. Self-hostable, 400+ integrations, and AI-native with LLM nodes.

Strengths

  • Self-hostable
  • 400+ integrations
  • AI nodes built-in
  • Code when needed

Pricing

Free self-hosted. Cloud from $20/month.

Documentation ↗

Ready-made n8n templates

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.

Email us your workflow →