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Finance automation & orchestration software for reliable workflows
Orchestrate, monitor, and safeguard operations-critical workflows across systems for financial institutions.
Control-M delivers resilient finance automation by orchestrating and safeguarding critical workflows, replacing fragile, script-based scheduling with end-to-end control, visibility, and automated recovery.
End-to-end automation, orchestrated and safeguarded for banking institutions
A bank's operations depend on thousands of processes executing in the right order, at the right time, every day. Batch cycles, regulatory filings, payment runs, risk calculations — miss a dependency or let a job hang, and delays ripple across the organization.
The challenge is most workflows are still held together with custom scripts and disconnected schedulers. They work until they don't, and when they fail, recovery is manual and slow.
Service Orchestration and Automation Platforms (SOAP) like Control-M take a different approach. Instead of scheduling jobs against static time windows, Control-M coordinates workloads across mainframes, cloud, SaaS, and APIs based on actual business dependencies — financial calendars, SLA deadlines, and the logic connecting one process to the next. When something drifts, automated recovery resolves it before your team needs to intervene.
Whether you're running payment processing, end-of-day close, or data pipelines for risk models, you get a single operational view showing exactly where every workflow stands and what needs attention.
Modernize your bank and move from legacy scheduling to service
Modernize your bank and move from legacy scheduling to service orchestration
- Disconnected job schedulers and custom scripts per system
- Manual handoffs between finance, IT, and operations teams
- Rigid batch windows and static calendars
- Limited visibility into end-to-end financial workflows
- Reactive monitoring with manual intervention and recovery
- High operational risk during cutoffs, close, and reporting
- Centralized orchestration across applications, data, and platforms
- Dependency-driven workflows aligned to financial business logic
- Calendar-aware scheduling tied to markets, SLAs, and deadlines
- Real-time monitoring with automated alerts and recovery
- End-to-end visibility into finance-critical processes
- Predictable, resilient execution across payments, reporting, and close
Automating regulatory reporting
Regulators don't distinguish between a late filing and a failed process — they see a missed deadline. Yet most regulatory reporting still relies on pulling data from multiple source systems manually, consolidating in spreadsheets, and hoping the scheduling holds together. The cost of failure is measured in fines and audit findings.
Control-M automates the reporting chain from source data extraction through transformation, validation, and file generation. Each step is dependency-aware, so a downstream report won't kick off until the data feeding it has been verified. If something fails mid-chain, automated alerts and recovery procedures give teams time to respond before a deadline is at risk — not after.
On the compliance side, every execution is logged at the job level. Compliance teams gain the traceability required for examinations without assembling records from multiple systems.
Explore Regulatory Reporting Automation
Automating EOD batch processing
he EOD batch window leaves little room for error. Transaction settlement, position updates, GL postings, risk calculations — thousands of jobs must complete in sequence before the next business day begins. In a legacy scheduling environment, a single job failure or overrun can cascade through the entire chain and put SLAs at risk.
Control-M manages the full dependency chain across mainframe, distributed, and cloud environments. Jobs execute based on what's finished upstream, not on fixed time slots, so the schedule adapts to real conditions instead of breaking when reality doesn't match the plan. Predictive SLA tracking flags jobs that are trending late before they miss their window, and automated recovery keeps exceptions from becoming incidents.
That translates to a shorter, more predictable batch window — and an operations team focused on process improvement rather than incident response.
Explore EOD Batch Processing
Automating payment processing & reconciliation
A single payment — ACH, wire, card, real-time — passes through more systems than most stakeholders realize. File ingestion, validation, authorization, gateway communication, settlement, reconciliation. Each handoff introduces potential for delays, failures, or discrepancies that require manual intervention downstream.
Control-M connects the full pipeline. It detects file arrivals, validates transaction data upfront so errors are caught before they enter the processing stream, and automates settlement batching and fee reconciliation. When a transaction fails transiently, retry logic resolves it without manual intervention. Payments teams gain real-time visibility into processing status and throughput.
The result: fewer rejections, faster funding cycles, and a payment operation that scales without proportional headcount increases.
Explore Payment Processing
What financial leaders say about Control-M
Control-M
Control-M provides agility and guarantee in the execution of processes. In my view, it is the company's most effective tool, processing all critical missions for clients. Any deviation, even if not due to Control-M, is capable of detecting it, making recovery much faster.
Jorge Suzano, Support Specialist at TIVIT
Information Technology & Services
201-500 employees
Control-M and the Present and the Future
Due to various integrations with different APIs, we have great possibilities for new products and solutions.
Rafael Modesto, Especialista Control-M at Cielo
Banking
1001-5000 employees
My Control-M review
A very effective tool for orchestration, routine automation, and extraction of compiled reports...
Erika Chamberlino, Analista at Bradesco Seguros
Banking
10,001+ employees
Control-M
Control-M is the best automation tool I've ever used on the market. Its versatility in connecting to many platforms helps with day-to-day work.
Verified Reviewer
Banking
5001-10,000 employees
Control-M Review
I use this tool daily and wouldn't consider using anything else.
Leonardo Bergamin, Estagiário em Analise de Produção at Bradesco S.A
Banking
10,001+ employees
Control-M Production Support
Simple to learn different functions in batch job scheduling and administrations. Efficiency in monitoring and trouble shooting.
Verified Reviewer
Business Supplies & Equipment
1001-5000 employees
Control-M is awesome
Control-M has demonstrated a positive ROI by enabling significant cost savings, improving service delivery speed and accuracy, and facilitating business expansion through automation and streamlined processes.
Verified Reviewer
Transportation/Trucking/Railroad
5001-10,000 employees
Control-M Robert Mark Technologies
I have used the product for over 20+ years. It is the best.
George Thorn, Control-M Consultant at Robert Mark Technologies
Information Technology & Services
11-50 employees
Control-M: The Ultimate Tool for Workflow Management.
Control-M stands out in the workload automation space for its robust orchestration capabilities, especially in complex, hybrid IT environmentsActiveBatch: Known for its rich integrations and intuitive workflow desig
Verified Reviewer
Banking
10,001+ employees
Control-M Latest and Greatest
Enhanced Control-M Automation API continues to evolve to give customers all the control and ownership they need to accelerate application delivery.
Verified Reviewer
Banking
10,001+ employees
Grow UP with Business Automation - Control-M
To automate the daily BAU tasks so that we can save many number of MAN hours, at the same time to transfer any data securely the MFT control module plays a crucial role.
Venkata Ramesh Nalapati, Control-M Administrator at SAB
Banking
5001-10,000 employees
Control-M Automation at its best!
Without the use of Control-M's automation our IT Department would be tasked with executing multiple scripts/tasks all day and night. That would NOT be efficient!
Jamie Adelglass, Manager Business Intelligence Systems at BBU INC
Consumer Goods
10,001+ employees
The Control-M Review
Very stable product and very good Support Org.
Verified Reviewer
Insurance
501-1000 employees
Control-M workload automation has become an essential platform for our production activity
With Control-M we are able to monitor major part of our critical batches. Our production is optimized and execution planning is shared with all stakeholders.
Verified Reviewer
Facilities Services
10,001+ employees
The best for visibility
We use Control-M to automate tasks on a schedule. This product has given us a central place to monitor jobs visually instead of going to each server to monitor Windows Scheduled tasks. This also lets non-admins run jobs as a self-service as well as be able to load balance tasks and Control-M servers.
Verified Reviewer
Utilities
501-1000 employees
Happy with Control-M
It’s well suited for what it’s designed for: workload automation. Honestly, it excels at this. Head and shoulders above other tools out there in my opinion.
Verified Reviewer
Utilities
1001-5000 employees
Loving Control-M for 24 years and counting
Loving Control-M for 24 years and counting
Verified Reviewer
Information Technology & Services
10,001+ employees
Loving Control-M for 24 years and counting
Cost Savings - by automating manual tasks we're able to reduce man-hours and be more accurate
Verified Reviewer
Information Technology & Services
10,001+ employees
Excellent tool. Stable, resilient, user-friendly interface, but needs to evolve mainly in AI data analysis.
Everything goes through Control-M. Today, we execute over 200,000 jobs in Control-M. Besides being impossible to execute this manually, Control-M prevents operational errors.
Verified Reviewer
Financial Services
1001-5000 employees
BMC Control-M
Control-M is used for job automation and coordination across many multiple applications and infra environments globally. This ensures dependencies are addressed, allows quick notification on failure and pinpoints where that failure is, and ensures jobs can be re-run when needed
Verified Reviewer
Entertainment
10,001+ employees
BMC Control-M
Allowed single automation platform rather than multiple team dependent or location dependent tools
Verified Reviewer
Entertainment
10,001+ employees
Control-M is the BEST!
I have worked with other job schedulers and Control-M had led the market since its introduction. The user-friendly GUI not only provides ease of use for the users, but also for the support teams.
Verified Reviewer
Insurance
501-1000 employees
My Review of Control-M
Control-M by far is the leader in this industry. The ease of use of the product and the ability to get others up to speed on using the product because of this is great.
Verified Reviewer
Hospitality
10,001+ employees
Control-M Review
Previously we used to run our workload in CA workload automation but it was not implemented right, then we decided to have a more robust tool with a good partner for implementation.
Rafael Ferreira da Silva, Solution Architect at Banpara
Banking
1001-5000 employees
Control-M is still the future!
Control-M is still the future!
Verified Reviewer
Information Technology & Services
51-200 employees
Review of Control-M in DSP
Control-M has given us the benefit of working with external agencies through its managed file transfer system. This has enabled us to work beyond our previous scope of work and brought the ability to bring us to the next level.
Pat Byrne, Higher Executive Officer at Dept Social Protection
Government Administration
5001-10,000 employees
Best workload automation tool on the market.
I started working with Control-M in 1996, and even though I stepped away from it for 10 years, I have seen continuous improvements. While checking the market for alternatives to Control-M, I have seen that there is nothing comparable.
Verified Reviewer
Furniture
10,001+ employees
Bank run on Control-M
Control-M has excellent features to integrate with other applications via Control Modules.
Verified Reviewer
Banking
10,001+ employees
Real customers. Real results. Real ROI.
Customer Story
ANZ Bank Achieves 40% Cost Reduction
ANZ Bank Modernizes Its Infrastructure with Control-M
Customer Story
Raymond James Delivers 100K+ Financial Reports Daily
Control-M Helps Raymond James Scale to Support Business Growth and Regulatory Requirements
Customer Story
Banpará Automates 230+ Routines to Streamline Credit & Purchasing Workflows
Brazilian bank improves processes and delivers better experiences with Control-M
More finance operations we modernize
Payment Processing
Validate files upfront, prevent rejections, and cut fees with auto-retries and clear SLAs.
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Fraud Detection
Faster signals, fewer false positives, and governed ML ops to meet SLAs.
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Mortgage Processing
SLA-backed pipelines with early validation, full traceability, and smoother servicing runs.
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Accounts Reconciliation
Catch exceptions early, cut breaks and write-offs, and close books faster with SLA-backed runs.
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Loan Processing
Smooth LOS handoffs, SLA-backed pipelines, and visibility that cuts delays and abandonment.
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Regulatory Reporting
Never miss a filing—governed workflows cut manual steps and ensure predictable deadlines.
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Transaction Processing
Validate files upfront, reduce failures and ops noise, and resolve issues faster.
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End-of-Day Processing
Calendar-aware runs, auto-reruns, and one console to monitor keep SLAs on track.
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Risk Management
Cut spreadsheet churn with trusted data, clear evidence trails, and policy-aligned workflows.
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End-of-Month Close Automation
Calendar-aware runs, auto-reruns, and clear dependencies keep COB smooth and SLAs on track.
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Financial Forecasting
On-time refreshes, predictable SLAs, and fewer manual steps for faster planning cycles.
Learn more
Customer Onboarding
Cut cycle time, reduce manual touches, and hit SLAs across teams from one console.
Learn more
More finance automation resources
Enabling business-driven automation
Business-driven automation connects IT execution to business outcomes, helping organizations accelerate delivery, increase reliability, and adapt faster.
IT modernization solutions for financial services
Enable faster innovation, improved operational resilience and secure orchestration across mainframe and cloud environments.
Access Control-M Financial Services demos
Explore self-guided product demos showing how Control-M protects deadlines, meets compliance, and delivers trusted data at scale.
FAQs about Control-M for finance automation
What is finance automation and how does it work?
How do you get started with finance automation using Control-M?
How does automation reduce finance team workload?
How does finance automation reduce manual approvals?
How can automation be used to enforce finance policies?
How do finance teams use automation to save time?
How do you document finance processes for automation?
FAQs about Control-M for finance automation
What is finance automation and how does it work?
How do you get started with finance automation using Control-M?
How does automation reduce finance team workload?
How does finance automation reduce manual approvals?
How can automation be used to enforce finance policies?
How do finance teams use automation to save time?
How do you document finance processes for automation?