Automation guide
How to Automate Invoice Processing with Make (formerly Integromat)
Invoice Processing 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 invoice processing using Make (formerly Integromat). Invoice cycle time drops from days to minutes. Discrepancies caught before payment.
The problem
Finance teams manually key invoice data and match against POs. High error rates, slow cycle times, and late payment fees.
The outcome
Invoices processed in minutes, not days. Error rates drop to near zero. AP team handles only genuine exceptions.
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
- 1Invoice received via email attachment or upload portal
- 2AI extracts key fields: vendor, amount, line items, due date, PO number
- 3Extracted data matched against purchase orders in accounting system
- 4Matched invoices approved automatically; exceptions flagged for human review
- 5Approved invoices posted to accounting system and payment queued
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
Invoice Processing 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 invoice processing 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. Invoices processed in minutes, not days. Error rates drop to near zero. AP team handles only genuine exceptions.