Automation guide
How to Automate Invoice Processing with Make (formerly Integromat)
Extract line items from PDF invoices, match against POs, flag discrepancies, and push to accounting automatically.
The problem
Finance teams manually key invoice data into accounting systems — a process that takes hours and introduces errors on 5-8% of invoices.
The outcome
Invoice cycle time drops from days to minutes. Discrepancies caught before payment. Zero manual data entry.
The tool
Make (formerly Integromat) — Visual automation builder with more power than Zapier.
How it works — step by step
- 1
Invoice arrives via email or upload portal
- 2
AI extracts structured data (vendor, amount, line items, due date)
- 3
System matches against open POs and checks for discrepancies
- 4
Approved invoices are posted to accounting; exceptions routed for 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 invoice processing 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. Invoice cycle time drops from days to minutes. Discrepancies caught before payment. Zero manual data entry.
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