Integrate every accounting system with one API
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Supported accounting platforms
Abstract away API complexity with Merge
Search and select specific files to share
- File data
Search across all documents
- Drive
- Folder
- File data
Download documents
- Folder
- File data
Upload and organize documents
- File
- Folder data
Update existing tickets and fields
- PATCH Tickets
Create new to-dos directly from your app
- POST Tickets
Visualize and analyze the status of projects and teams
- GET Tickets from Asana and Jira
Add Closed Won customers to a customer success tracker
- Opportunities
- Accounts
- Engagements data
Know what stage an opportunity is in
- Opportunities
- Accounts
- Engagements data
Create & track customer interactions
- Opportunities
- Accounts
- Engagements data
Monitor customer health & sentiment
- Opportunities
- Accounts
- Engagements data
Add sourced contacts or companies to a CRM
- creating Notes
Create notes in a CRM
- creating Notes
Assign tasks created in CRM
- creating Tasks
Pull information on prospects/leads
- Accounts
- Contacts
- Leads
- Opportunities data
Update details to track calls and meetings
- Pulling or posting Opportunities
- Accounts
- Engagements information
Provide data visualizations based on customer data
- Accessing Accounts
- Opportunities
- Leads data
Calculate values of opportunities and leads
- Opportunities
- Leads data
Read $ Amount from Opportunities to understand financial health of a company
- Pulling Opportunities data
Update details on opportunities, leads & contacts
- Creating and updating Opportunities
- Leads
- Contacts
Pull details on opportunities and accounts
- Accounts
- Contacts information
Add candidates to your recruiting pipeline
- Candidate data
Manage headcount planning
- Jobs data
Track new hires
- Offer
- Candidate data
Track candidates through their entire interview process
- Application
- Interviews
- Job Interview States
- Notes data
Power rich analytics about your customers’ talent pipeline
- Interviews data
Pull information from multiple ATS providers into a platform / dashboard
- Candidate
- Offer
- Jobs data
Pull EEOC demographic data
- Candidate data
Manage employee referrals
- Candidates
- Job data
Manage candidates during the recruitment lifecycle
- Candidate
- Offer
- Jobs data
Connect different HR platforms
- Employee data
Deprovision employees when they leave a company
- User
- Group
- Teams data
Autoprovision user accounts, credit cards, device management, and software licenses
- User
- Group
- Teams data
Pull time off (PTO) information
- Time Off
- Employee data
Onboard and offboard employees once they’re hired
- Employee data
Construct org charts
- Employee
- Teams data
Pull salary information
- Employments data
Pull benefit information, employee, and company contributions
- Benefits data
Understand who was paid, when, benefits, deductions, and taxes
- Payroll
- Payroll Run data
Track company spend
- Transaction data
Automatically create purchase orders
- Purchase Order data
Receive payments
- Payments
Track vendor bills
- Invoices
Transfer money
- Journal Entries
Invoice customers
- Invoice data
Record credit card purchases
- Transaction data
Forecast revenue
- Transaction data
Create dashboards
- Transaction data
Candidates partnership qualifications
- Balance Sheet
- Income Statement
- Cash Flow data
Candidate's application for tax credits
- Balance Sheet
- Income Statement
- Cash Flow data
Candidate's fitness for a loan
- Balance Sheet
- Income Statement
- Cash Flow data
The financial health of a company
- Balance Sheet
- Income Statement
- Cash Flow data
Case studies
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The AccountingPeriod object is used to define a period of time in which events occurred.
An Account represents a category in a company’s ledger in which a financial transaction is recorded against. The aggregation of each Account object is often referred to as the Chart of Accounts. An Account can be classified into one of the following categories, determined through the classification field: Asset:__ Accounts Receivable and Bank Accounts Liability:__ Accounts Payable and Credit Card Accounts Equity:__ Treasury Accounts and Retained Earnings Revenue:__ Income and Other Income Expense:__ Cost of Goods Sold and Office Expenses
The BalanceSheet object shows a company’s assets, liabilities, and equity. Assets should be equal to liability and equity combined. This shows the company’s financial health at a specific point in time.
The BankFeedAccount object represents a bank feed account, detailing various attributes including account identifiers, names, currency, and balance information. This object is central to managing and tracking bank feed accounts within the system.
The BankFeedTransaction object is used to represent transactions linked to a bank feed account. This includes details about the transaction such as the date, amount, description, and type.
The CashFlowStatement object shows operating activities, investing activities, and financing activities over a period of time (month, quarter, or year).
The CompanyInfo object contains information about the company of the linked account. If the company has multiple entities (also known as subsidiaries), each entity may show up as a single CompanyInfo record.
Whether you need to read or write, Merge makes your build easy
Write to any platform
Write data across all major third-party APIs. Use our Unified API’s /meta endpoint to anticipate required fields for every integration.
Gain sandbox access
Access sandbox accounts with all major accounting platforms, including Netsuite, to test your build before you deploy.
Pull Transaction data
Merge’s API is designed to give you granular access to all transaction data — from journal entries, to payments and invoices.
“Merge makes my accounting integrations seamless. It abstracts out all of the integration headaches while providing the flexibility to hit the underlying API directly. I cannot recommend them enough to folks building accounting integrations!”
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