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Our customers get the impression that these accounting integrations provide them value, and it's something that they clearly asked for. It will meaningfully increase the stickiness of the product.
Analyze Financials Use Case
Help your customers improve how they forecast
Provide better and deeper financial insights to your customers — powered by transaction data
Enable your customers to analyze financials in 1-2-3
Step 1
Authorize with simple front-end modal
Merge starts syncing data from your customers’ accounting platform
Step 2
Pull transaction data from Merge’s API
Compile and categorize all transactions that have affected your customers’ ledger
Step 3
Construct financial charts
Customers use your product to drive strategic business decision including runway analysis or forecasting revenue
Features to support your use case
Custom fields
Read and map any custom third-party fields based off your customers’ specific needs for full flexibility
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Real-time data
Set up webhooks to be notified when new transactions are created or updated
See it in action
Trusted by thousands of product leaders at companies like
Don’t just run financial analysis, drive impact
Case Study
How Causal sped up their self-serve time-to-value by 20% with Merge
How Causal unifies payroll, financial, and CRM data with Merge, increasing their time-to-value by 20%
Security and compliance are our foundation
Designed from the ground up to safeguard your customer data, Merge adheres to the industry’s highest standards of security and privacy and is certified in SOC 2 Type II, ISO 27001, HIPAA, and the GDPR
Read more
Guide to accounting APIs and integrations
Guide to accounting APIs and integrations
Accounting concepts: the developer's essential guide
Accounting concepts: the developer's essential guide
Why you need a unified Accounting API
Why you need a unified Accounting API
Get your personalized Merge demo now
Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in weeks, not quarters
