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
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.
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.
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
How Cledara used accounting integrations to grow new business ARR by 3x quarter over quarter
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.
COO and Co-Founder, Cledara
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