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We increased new business sales by roughly 3x quarter over quarter, and the integrations we’ve added through Merge are a big reason why. Finance, IT, and HR teams no longer have to spend so much of their time on the tedious and manual tasks that come with procuring and managing software and onboarding and offboarding employees.
Reconcile customer payments
Build an integrated accounts receivable experience
Automatically sync invoices and payments between your product and your customers’ accounting platform for more efficient and streamlined reconciliation
Help customers reconcile invoices & payments in 1-2-3
Step 1
Your customers authorize access
Your customer authorizes your product to access their accounting platform through Merge Link, a simple front-end modal. Merge starts syncing data.
Step 2
Pull transaction data from Merge’s API
Utilize GET /invoices, /payments, and /credit-notes to retrieve transactions. Use a query parameter to filter only Accounts Receivable transactions.
Step 3
Reconcile customer invoices and payments
Based on the reconciliation process that occurs in your product, create payments and invoices real-time with our POST /payments and POST /invoices
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 invoices or payments are created or updated
Custom objects
Read and write any custom accounting fields based off your customers' specific needs for full flexibility
See it in action
Trusted by thousands of product leaders at companies like
Don’t just reconcile invoices, drive impact
Case Study
How Cledara used Merge’s Unified API to grow new business ARR by 3x quarter over quarter
How Cledara used accounting integrations to grow new business ARR by 3x quarter over quarter
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
7 accounting APIs to integrate with in 2024
7 accounting APIs to integrate with in 2024
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
