Accounting Unified API

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Transaction

Common Model

transaction_type
number
transaction_date
account
contact
total_amount
currency
exchange_rate
company
tracking_categories
line_items
remote_id
memo
unit_price
quantity
item

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Supported Accounting Platforms

Abstract away API complexity with Merge

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Read and Write Financial Data

Use Cases

Evaluate (Governance, Risk, and Compliance)

View Our Docs

Billing

View Our Docs

Financial Planning & Analysis

View Our Docs

Spend Management

Read Our Guide

Procurement

Search and Select Specific Files to Share

with File data

Search Across All Documents

with Drive, Folder, and File data

Download Documents

with Folder and File data

Upload and Organize Documents

with File and 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

with Opportunities, Accounts, and Engagements data

Know what stage an Opportunity is in

with Opportunities, Accounts, and Engagements data

Create & track customer interactions

with Opportunities, Accounts, and Engagements data

Monitor customer health & sentiment

with Opportunities, Accounts, and Engagements data

Add sourced contacts or companies to a CRM

by creating Notes

Create Notes in a CRM

by creating Notes

Assign tasks created in CRM

by creating Tasks

Pull information on prospects/leads

with Accounts, Contacts, Leads, and Opportunities data

Update details to track calls and meetings

by pulling or posting Opportunities, Accounts, and Engagements information

Provide data visualizations based on customer data

by accessing Accounts, Opportunities, and Leads data

Calculate values of opportunities and leads

with Opportunities and Leads data

Read $ Amount from Opportunities to understand financial health of a company

by pulling Opportunities data

Update details on opportunities, leads & contacts

by creating and updating Opportunities, Leads, and Contacts

Pull details on opportunities and accounts

with Accounts and Contacts information

Add candidates to your recruiting pipeline

with Candidate data

Manage headcount planning

with Jobs data

Track new hires

with Offer and Candidate data

Track candidates through their entire interview process

with Application, Interviews, Job Interview States, and Notes data

Power rich analytics about your customers’ talent pipeline

with Interviews data

Pull information from multiple ATS providers into a platform / dashboard

with Candidate, Offer, and Jobs data

Pull EEOC demographic data

with Candidate data

Manage employee referrals

with Candidates and Job data

Manage candidates during the recruitment lifecycle

with Candidate, Offer, and Jobs data

Connect different HR platforms

with Employee data

Deprovision employees when they leave a company

with User, Group, and Teams data

Autoprovision user accounts, credit cards, device management, and software licenses

with User, Group, and Teams data

Pull time off (PTO) information

with Time Off and Employee data

Onboard and offboard employees once they’re hired

with Employee data

Construct Org Charts

with Employee and Teams data

Pull salary information

with Employments data

Pull benefit information, employee, and company contributions

with Benefits data

Understand who was paid, when, benefits, deductions, and taxes

with Payroll and Payroll Run data

Track company spend

with Transaction data

Automatically create purchase orders

with Purchase Order data

Receive payments

with Payments

Track vendor bills

with Invoices

Transfer money

with Journal Entries

Invoice customers

with Invoice data

Record credit card purchases

with Transaction data

Forecast revenue

with Transaction data

Create dashboards

with Transaction data

Candidates partnership qualifications

with Balance Sheet, Income Statement, and Cash Flow data

Candidate's application for tax credits

with Balance Sheet, Income Statement, and Cash Flow data

Candidate's fitness for a loan

with Balance Sheet, Income Statement, and Cash Flow data

The financial health of a company

with Balance Sheet, Income Statement, and Cash Flow data

Case Studies

View all

How Causal sped up their self-serve time-to-value by 20% with Merge

Confido integrates Accounting and ERP systems to automate cash management

Sync Accounting Data

View all

Accounting Periods

The AccountingPeriod object is used to define a period of time in which events occurred.

Docs

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

Docs

Addresses

The Address object is used to represent a contact's or company's address.

Docs

Async Passthroughs

Docs

Async Tasks

Docs

Attachments

The AccountingAttachment object is used to represent a company's attachments.

Docs

Audit Trails

Docs

Balance Sheets

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.

Docs

Bank Feed Accounts

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.

Docs

Bank Feed Transactions

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.

Docs

Cash Flow Statements

The CashFlowStatement object shows operating activities, investing activities, and financing activities over a period of time (month, quarter, or year).

Docs

Company Info

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.

Docs

Contacts

A Contact is an individual or business entity to which products and services are sold to or purchased from. The Contact model contains both Customers, in which products and services are sold to, and Vendors (or Suppliers), in which products and services are purchased from. A Contact is a Vendor/Supplier if the is_supplier property is true. A Contact is a customer if the is_customer property is true.

Docs

Credit Notes

A CreditNote is transaction issued to a customer, indicating a reduction or cancellation of the amount owed by the customer. It is most generally used as an adjustment note used to rectify errors, returns, or overpayments related to a sales transaction. A CreditNote can be applied to Accounts Receivable Invoices to decrease the overall amount of the Invoice.

Docs

Employees

An Employee is an individual who works for the company of the linked account. The Employee model contains both contractors and full time employees. An Employee is a contractor if is_contractor property is True An Employee is a full time employee if is_contractor property is False

Docs

Expenses

The Expense object is used to represent a direct purchase by a business, typically made with a check, credit card, or cash. Each Expense object is dedicated to a grouping of expenses, with each expense recorded in the lines object. The Expense object is used also used to represent refunds to direct purchases. Refunds can be distinguished from purchases by the amount sign of the records. Expense objects with a negative amount are purchases and Expense objects with a positive amount are refunds to those purchases.

Docs

Field Mappings

Docs

General Ledger Transactions

A General Ledger Entry is a record of a financial transaction that is posted to the general ledger, the central repository of a company’s financial data. The GeneralLedgerTransaction object is a singular endpoint to pull all transactions posted to a company’s general ledger. The transaction that generated the GeneralLedgerTransaction can be found by referencing the underlying_transaction_type and underlying_transaction_remote_id fields. The lines of a GeneralLedgerTransaction object will always have equal amounts of debits and credits.

Docs

Income Statements

The IncomeStatement object is used to represent a company’s income, the cost of sales, operating expenses, and other non-operating expenses. The object also includes other important values like gross profit, gross operating profit, and net income. This represents a period of time (month, quarter, or year).

Docs

Invoices

The Invoice object represents an itemized record of goods and/or services sold to a customer or bought from a vendor. Represents a Bill when the Invoice type is ACCOUNTS_PAYABLE. References an Invoice when the Invoice type is ACCOUNTS_RECEIVABLE.

Docs

Items

The Item object refers to the goods involved in a transaction.

Docs

Journal Entries

A JournalEntry is a record of a transaction or event that is entered into a company's accounting system. The JournalEntry common model contains records that are automatically created as a result of a certain type of transaction, like an Invoice, and records that are manually created against a company’s ledger. The lines of a given JournalEntry object should always sum to 0. A positive net_amount means the line represents a debit and a negative net_amount represents a credit.

Docs

Payments

The Payment object represents general payments made towards a specific transaction.

Docs

Phone Numbers

The AccountingPhoneNumber object is used to represent a contact's or company's phone number.

Docs

Purchase Orders

A PurchaseOrder represents a request to purchase goods or services from a vendor. It outlines the details of the purchase, such as the items or services requested, quantities, prices, and delivery details. A PurchaseOrder is a crucial component of the procurement process, but does not typically result in any impact on the company’s general ledger. The general ledger is typically only affected when the PurchaseOrder is fulfilled as an Accounts Payable Invoice object (also known as a Bill).

Docs

Scopes

Docs

Tax Rates

The TaxRate object is used to represent a tax rate.

Docs

Tracking Categories

A TrackingCategory object represents a categorization method used to classify transactions within an accounting platform. They are often used to group records for reporting and analysis purposes. The most common types of TrackingCategories are Classes and Departments.

Docs

Transactions

The Transaction common model includes records of all types of transactions that do not appear in other common models. The type of transaction can be identified through the type field. More specifically, it will contain all types of transactions outside of: Credit Notes__ Expenses__ Invoices__ Journal Entries__ Payments__ Purchase Orders__ Vendor Credits__

Docs

Vendor Credits

A VendorCredit is transaction issued by a vendor to the accounting company, indicating a reduction or cancellation of the amount owed to the vendor. It is most generally used as an adjustment note used to rectify errors, returns, or overpayments related to a purchasing transaction. A VendorCredit can be applied to Accounts Payable Invoices to decrease the overall amount of the Invoice.

Docs

The Leading API for Financial Data

Whether you need to read or write, Merge makes your build easy

Write to any platform

Don’t overengineer it.

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

First impressions are important.

Access sandbox accounts with all major accounting platforms, including Netsuite, to test your build before you deploy.

Pull Transaction Data

Build from the ground up.

Merge’s API is designed to give you granular access to all transaction data — from journal entries, to payments and invoices.

Download the Guide

Kara H.

“

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!”

How Ramp uses Merge’s HRIS integrations to improve the user experience for thousands of customers

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Integrate every accounting system with one API

Supported Accounting Platforms

Use Cases

Evaluate (Governance, Risk, and Compliance)

Billing

Financial Planning & Analysis

Spend Management

Procurement

Case Studies

How Causal sped up their self-serve time-to-value by 20% with Merge

Confido integrates Accounting and ERP systems to automate cash management

Sync Accounting Data

Accounting Periods

Accounts

Addresses

Async Passthroughs

Async Tasks

Attachments

Audit Trails

Balance Sheets

Bank Feed Accounts

Bank Feed Transactions

Cash Flow Statements

Company Info

Contacts

Credit Notes

Employees

Expenses

Field Mappings

General Ledger Transactions

Income Statements

Invoices

Items

Journal Entries

Payments

Phone Numbers

Purchase Orders

Scopes

Tax Rates

Tracking Categories

Transactions

Vendor Credits

Whether you need to read or write, Merge makes your build easy

Write to any platform

Gain sandbox access

Pull Transaction Data

How Ramp uses Merge’s HRIS integrations to improve the user experience for thousands of customers

Merge is the path to pain-free integrations

Connect with us

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Make integrations your competitive advantage

Make integrations your competitive advantage

Join the Accounting Beta

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