Accounting Unified API

Integrate every accounting system with one API

Offer integrations in days, not quarters. Power your app with customers' financial data.

Integrate Once

Supported Accounting Platforms

Abstract away API complexity with Merge

Use Cases

Read and write financial data to power your SaaS app

This is some text inside of a div block.
This is some text inside of a div block.

Evaluate (Governance, Risk, and Compliance)

Evaluate (Governance, Risk, and Compliance)

View Our Docs

Billing

Billing

View Our Docs

Financial Planning & Analysis

Financial Planning & Analysis

View Our Docs

Spend Management

Spend Management

Read Our Guide

Procurement

Procurement

Search all Files and Folders

With Drive, Folder, and File data

Download Documents

With File data

Upload Documents

With Folder and File 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

Limitless potential

Don’t see your use case? We’re happy to help explore for you. Reach out over Intercom, or schedule a call with an expert.

Sync Accounting Data

Build your accounting integrations better and faster

Accounts

The Account object is what companies use to track transactions. They can be both bank accounts or a general ledger account (also called a chart of accounts).

Addresses

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

Attachments

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

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.

Cash Flow Statements

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

Company Info

The CompanyInfo object is used to represent a company's information.

Contacts

The Contact object refers to either a supplier or a customer.

Credit Notes

The CreditNote object are an accounts payable transaction used when to represent a gift or refund to a customer. A credit note will contain information on the amount of credit owed, the customer, and the account.

Expenses

The Expense object is used to represent a purchase made from a business which can be 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.

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).

Invoices

The Invoice object represents an itemized record of goods and/or services sold to a customer.

Items

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

Journal Entries

The JournalEntry object is used to get a record of all manually created entries made in a company’s general ledger. The journal line items for each journal entry should sum to zero.

Payments

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

Phone Numbers

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

Purchase Orders

The PurchaseOrder object is a record of request for a product or service between a buyer and seller.

Tax Rates

The TaxRate object is used to represent a tax rate.

Tracking Categories

The TrackingCategory object is used to represent a company's tracking categories.

Transactions

The Transaction includes different types of transactions. The Transactions object does not cover expenses, credit notes, vendor credit, invoices, purchase orders, and journal entries. See the “transaction_type” field for more information.

Vendor Credits

The VendorCredit object is an accounts receivable transaction used to show that a customer is owed a gift or refund. A vendor credit will contain information on the amount of credit owed to the customer, the vendor that owes the credit, and the account.

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.

Trusted to Power Integrations At

How Ramp Saves Countless Engineering Hours With Merge

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 Saves Countless Engineering Hours With Merge

The Merge Blog

Insights from the industry leader

To Excel, or Not Excel: How to Build the Next FP&A Super App

September 19, 2022

Accounting Concepts: The Developer's Essential Guide

August 10, 2022

Why You Need a Unified Accounting API

Regardless of whether your customers are using QuickBooks, Sage, Xero, or any other accounting provider, a unified accounting API (also known as a ‘universal api’) can provide you with more than just a set of accounting API integrations: it can help you smoothly process transactions for all your customers.

April 12, 2022

Your success is our success

Make integrations your competitive advantage

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days — not years.

G2 badges for 2022. From left to right Easiest To Do Business With Fall 2022, High Performer Fall 2022, Best Support Fall 2022