Analyze Financials

Help your customers improve how they forecast

Provide better and deeper financial insights to your customers — powered by transaction data

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

Causal
Mosaic
Tropic

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%

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.

Tim Nowacki
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

AiCPA SOCISO 27001HIPAA CompliantGDPR

Read more

Guide to accounting APIs and integrations
Guide to accounting APIs and integrations
Blog
Accounting concepts: the developer's essential guide
Accounting concepts: the developer's essential guide
Blog
Why you need a unified accounting API
Why you need a unified accounting API
Blog

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