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

Get a demo

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.

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

How Drata increases customer value and spends 80% less time managing integrations

View case study

“Working with Merge’s Unified API and beautiful React component took less than a sprint to integrate, test, and release.”

Daniel Marashlian
Co-Founder & CTO, Drata
Case study

BILL saw an increase in integration adoption by over 200% within two weeks of their formal launch

View case study

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.

Alex Giddens
Senior Product Manager @ BILL

Explore our best resources for financial products

How 3 fintech companies use integration data to power cutting-edge AI features

Blog

Why banks struggle to integrate with customers’ ERP systems (according to 260 banks)

Blog

Why AI companies need both raw and normalized customer data

Blog

Make integrations your competitive advantage

Stay in touch to learn how Merge can unlock hundreds of integrations in days, not years

Get a demo

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

Sync customer data into your financial product

Trusted by thousands of product leaders at companies like

No items found.

Merge powers integrations for your financial products

Why product leaders choose Merge

Boost customer adoption

Boost customer adoption

Enable customers to authenticate their integrations in seconds with platform-specific onboarding instructions

Launch products faster

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

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

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

Alex Giddens

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.

Alex Giddens
Senior Product Manager @ BILL

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
Blog
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)
Blog
Why AI companies need both raw and normalized customer data
Why AI companies need both raw and normalized customer data
Blog

Merge today — reach out to get started

Your needs, our solutions: Get a tailored Merge demo now