Financial analysis
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
Authorize with simple front-end modal
Merge starts syncing data from your customers’ accounting platform
Pull transaction data from Merge’s API
Compile and categorize all transactions that have affected your customers’ ledger
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
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
How Causal unifies payroll, financial, and CRM data with Merge, increasing their time-to-value by 20%
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.
Business Operations, Causal
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
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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.
Make integrations your competitive advantage
Stay in touch to learn how Merge can unlock hundreds of integrations in days, not years
