Role-Based Programme
RB0810

Make.com for Finance & Accounting

Automate Financial Processes, Approvals & Reporting Workflows

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Make.com for recurring finance and accounting process automation.
  • Automate financial-data intake, invoice workflows, approvals, reminders, reconciliations, and reporting activities.
  • Connect spreadsheets, finance systems, databases, email, forms, and business applications into coordinated workflows.
  • Apply AI-assisted processing for financial-document extraction, classification, and summarisation.
  • Create controlled automations with validation, approvals, exception handling, monitoring, and appropriate financial governance.

Tools covered

Make.comScenario BuilderTriggers & ActionsRouters & FiltersFormsWebhooksAPIsData Mapping & TransformationAI-Assisted WorkflowsError Handling & Execution Monitoring

Who should attend

  • Finance Managers
  • Accounting Managers
  • Finance Operations Professionals
  • Accountants
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Financial Analysts
  • Management Accounting Professionals
  • Billing & Collections Professionals
  • Finance Shared Services Professionals
  • Finance Controllers
  • Finance Process Excellence Professionals

Prerequisites & Participant Readiness

  • Basic understanding of finance and accounting processes
  • Familiarity with invoices, payments, expenses, approvals, or financial reports
  • Basic experience with spreadsheets, email, forms, or finance applications
  • Basic awareness of workflow automation is helpful
  • No programming knowledge required
  • No previous Make.com experience required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and executions
  • Identifying repetitive finance and accounting activities suitable for automation
  • Understanding scheduled, event-driven, and transaction-based workflows
  • Differentiating automation from financial decision and approval authority
Practical activities
  • Exploring the Make Scenario Builder
  • Building a simple finance-data workflow
  • Running and reviewing scenario execution

Scenarios

Supplier Invoice to Approved Processing

Supplier Invoice → Make.com Intake → Data Extraction & Validation → Duplicate Check → Approval Routing → Finance Processing → Status Update → Audit Record

Participants automate an invoice-processing workflow while maintaining validation, approval, exception handling, and financial control requirements.

Receivables Monitoring & Collection Follow-Up

Receivables Data → Due-Date Monitoring → Overdue Detection → Customer / Account Classification → Finance Review → Follow-Up → Payment Status Update

Participants create an automated workflow that identifies overdue receivables and coordinates timely follow-up while retaining human oversight for collection decisions.

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