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Before launching our HRIS integrations, a few team members at Merge came on-site to train our customer-facing teams on marketing, selling and supporting the integrations. This took additional work off of my team’s plate and has helped us take the integrations to market more efficiently.
Financial Services
Sync customer data with your financial product
Connect your product with 85+ HR and ERP systems with a single API to accelerate virtual card adoption, streamline AP automation, and deliver AI-powered financial insights
Trusted by thousands of product leaders at companies like
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Merge powers integrations for your financial products
Corporate card program
Auto-provision cards and reconcile payments
Leverage up-to-date HR data to auto-provision cards. And integrate with customers’ ERP systems to help customers reconcile payments quickly. Trusted by Ramp, Bill, Revolut, and Airwallex.
AI assistant and analysis
Customer-specific single source of truth
Pull in all financial data in a normalized format from ERPs, file applications, CRMs, or any other platform your customers use. Trusted by Basis, Concourse, and InScope.
Financial forecasting
Drive insights with transaction data
Pull granular transaction data to allow for the most accurate, up-to-date financial forecasts. Trusted by Causal, Jirav, and Aleph.
Bill pay and AP automation
Approve and reconcile payments easily
Ensure actions are reflected in your customers’ ERP with bi-directional syncs of invoice, payment, and tracking category data. Trusted by Spenmo, Weel, and Vic.ai.
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Why product leaders choose Merge
Boost customer adoption
Enable customers to authenticate their integrations in seconds with platform-specific onboarding instructions
Launch products faster
You can’t launch a new financial product without integrations. Merge’s Unified API lets you launch more connections, faster, and with less budget.
Reduce support hours
More integrations mean more headaches from unexpected bugs. Merge’s automated issue detection helps you quickly resolve problems.
Merge connects your product to your customers’ third-party platforms
See it in action
The complete solution for the integration lifecycle
Developer-first tooling and support
Build secure, scalable data pipelines between your product and 200+ applications with a single API, up-to-date SDKs, and comprehensive docs
Enterprise-grade security
Partner with a platform built with enterprise security at its core, featuring SOC 2 compliance, HIPAA eligibility, granular data access controls, audit trails, and role-based access management
Clear insights for instant diagnostics
Access intuitive logs, real-time health observability, and guided solutions to quickly resolve integration challenges
Long-term integration partner
Plan your integration strategy with confidence by accessing hundreds of integrations across popular software categories, including ERP, HRIS, CRM, project management, and file storage
Best-in-class customer success
Get access to hands-on customer support for your Merge implementation with a dedicated account manager. Receive enablement trainings for your go-to-market teams to streamline your customers’ onboarding of the integrations.
The leading API for financial data
Integrate smarter. Scale faster. Top organizations win with Merge
Case Study
BILL saw an increase in integration adoption by over 200% within two weeks of their formal launch
Explore our best resources for financial products
How 3 fintech companies use integration data to power cutting-edge AI features
How 3 fintech companies use integration data to power cutting-edge AI features
Why banks struggle to integrate with customers’ ERP systems (according to 260 banks)
Why banks struggle to integrate with customers’ ERP systems (according to 260 banks)
Why AI companies need both raw and normalized customer data
Why AI companies need both raw and normalized customer data
