Role-Based Programme
RB0811

Make.com for Finance & Accounting

Integrated Financial Workflows, Controls & AI-Assisted Automation

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing Make.com automations for core finance and accounting workflows.
  • Integrate finance applications, ERP, spreadsheets, email, approval systems, and other business platforms to reduce repetitive manual processing.
  • Build controlled workflows for invoice processing, receivables, reconciliations, expenses, month-end activities, and financial reporting.
  • Apply AI-assisted processing for document classification, information extraction, summarisation, and exception analysis.
  • Implement validation, approvals, segregation of duties, error handling, auditability, and human oversight across financial automation.

Tools covered

Make.com Scenario BuilderTriggers & ActionsRoutersFiltersWebhooksSchedulingIteratorsAggregatorsData StoresHTTP/API IntegrationMake AI AgentsError Handlers

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Analysts
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Management Accountants
  • Financial Reporting Professionals
  • Finance Operations Professionals
  • Record-to-Report Professionals
  • Procure-to-Pay Professionals
  • Order-to-Cash Professionals
  • Finance Shared Services Professionals
  • Finance Transformation Professionals

Prerequisites & Participant Readiness

  • Working understanding of finance or accounting processes
  • Familiarity with invoices, payments, reconciliations, expenses, journals, or financial reporting
  • Basic awareness of ERP, spreadsheets, email, and finance applications
  • Basic understanding of workflow logic is helpful
  • Familiarity with APIs or structured data is beneficial but not mandatory
  • No advanced programming expertise required
  • No previous Make.com course attendance required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and scenario executions
  • Identifying repetitive and rules-driven finance activities suitable for automation
  • Understanding scheduled, event-driven, and on-demand financial workflows
Practical activities
  • Mapping a manual finance process into an automated scenario
  • Building and executing a multi-step finance workflow

Scenarios

Supplier Invoice to Controlled Payment Processing

Supplier Invoice → Make.com → Data Extraction → Invoice / PO Validation → Duplicate Check → Approval Routing → Finance Review → ERP Update → Payment Status

Participants automate an accounts-payable workflow covering invoice capture, validation, approval, exception handling, and system updates while retaining financial approval and control ownership.

Month-End Reconciliation to Management Reporting

Financial Data Sources → Make.com → Data Consolidation → Reconciliation → Exception Identification → Finance Review → Approved Adjustments → Close Status → Management Summary

Participants build an integrated month-end workflow that consolidates financial information, identifies reconciliation exceptions, coordinates finance review, and prepares validated status information for reporting.

Make’s current AI-agent guidance confirms support for module/scenario/MCP tools, structured inputs and outputs, workflow debugging, context-based processing, and emphasizes limiting agent access to only the data and tools required—particularly relevant for controlled finance automation. ([help.make.com][1])

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