← Back to AI Agents DirectoryMake
Developer: Make (Celonis company)
Builder PlatformGenerally Available
Quick Answer — What are AI agents for finance?Make (formerly Integromat, owned by Celonis) is a visual workflow automation platform with 1,800+ integrations and operations-based pricing. EU-headquartered and GDPR-native — the strongest no-code automation choice for European finance teams. Free tier available, paid plans from $9/month.
Make is a visual workflow automation platform with 1,800+ integrations and operations-based pricing. EU-headquartered and GDPR-native — the strongest choice for European finance teams automating workflows without code.
Pricing Model: Free tier + per-user and usage-based plans from $9/mo (annual billing). Enterprise custom pricing.
Make (formerly Integromat, acquired by Celonis in 2022) is a visual workflow automation platform that enables finance teams to build complex automations using a drag-and-drop scenario builder. Unlike task-based platforms like Zapier, Make uses operations-based pricing — one multi-step finance workflow consumes one operation regardless of how many steps it contains. Make offers 1,800+ native app integrations including QuickBooks, Xero, Stripe, and PayPal, plus native OpenAI and Claude AI modules for intelligent automation. Built-in error handling, retry logic, routers, filters, aggregators, and iterators make it one of the most capable no-code platforms for complex finance data transformation. Make is EU-headquartered (Prague, Czech Republic) and GDPR-native, making it a strong choice for European finance teams with data residency requirements. It is owned by Celonis, the global leader in process mining and execution management, which adds enterprise institutional backing. Make is available globally with a free tier, paid plans starting at $9/month (annual billing), and enterprise options for custom deployments.
Key Use Cases
Visual finance workflow automation — drag-and-drop scenario builder connects accounting tools, banking, and finance SaaS without codeInvoice processing — receive invoice via email, extract data, route for approval, post to accounting system, notify teamBank reconciliation automation — pull transactions from banking APIs, match against accounting records, flag discrepanciesFinancial report distribution — pull data from accounting system on schedule, format with AI, send to stakeholdersExpense report automation — submitted expense triggers categorization, approval routing, and accounting system entryMulti-step finance agent workflows — chain HTTP requests, AI modules, data transformations, and conditional logic for complex automationError handling and retry logic — built-in error handlers and automatic retries for production finance workflowsReal-time and scheduled triggers — run workflows on schedule or instantly when a financial event occurs
Data Connectors
QuickBooks (native module)Xero (native module)Stripe (native module)PayPal (native module)Mercury (via HTTP)Google Sheets (native module)Airtable (native module)Slack (native module)Gmail (native module)1,800+ app integrations via native modulesAny REST API via HTTP moduleOpenAI and Claude via AI modules
Best For
Finance Operations ManagerCFOControllerNon-Technical Finance TeamIT TeamOperations Manager
Integrations
QuickBooksXeroStripePayPalGoogle SheetsAirtableSlackGmailOpenAIClaude (Anthropic)1,800+ via native modules
AI Model: Model-agnostic — native OpenAI and Claude modules available. Users pay LLM API costs directly. Make handles the orchestration and data routing layer.Deployment: cloudEnterprise Clients: