Use Case: Automating Quarter Close Transaction Reviews with Power Automate

Quarter Close – Review Transactions

Power Automate Use Case for Finance Teams

The finance department of Peters Manufacturing needs your help. At the end of each fiscal quarter, the finance team spends significant time on an important task ,ensuring that all financial obligations were invoiced on time, paid on time, and cleared within the expected period.

Using Power Automate, this repetitive verification process can be automated to save time and improve accuracy when validating transaction data between the internal finance system and the Arcadia Banking application.

Note:

You can view the challenge at the link below.
Automation Anywhere Labs - Quarter Close Challenge
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Before running the flow, make sure you are logged in to the site.

Use Case Objective

For each transaction listed, find the matching record in the Arcadia Banking system. If a match is found, mark the transaction as Verified. If no match is found, mark it as Unverified so the finance team can review it further.

Business Challenge

Manual verification of hundreds of transactions each quarter delays the closing process and increases the risk of errors. By leveraging Power Automate, this task becomes standardized, faster, and more reliable.

Automation Logic Overview

  • Trigger: Scheduled flow at quarter-end.
  • Action: Retrieve all pending transactions from website.
  • Loop: Compare each record against Arcadia Banking data using an API or web automation.
  • Condition: If a match exists, mark as Verified; else mark as Unverified.
  • Output: Send a consolidated summary email to the finance team.

Arcadia Bank Credentials (for challenge)

Arcadia Bank Username: tammy.peters@petersmfg.com
Arcadia Bank Password: arcadiabank!

Sample Power Automate Logic (Pseudo)

Open this GitHub file for the use case code.

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