Financial analysis

Help your customers improve how they forecast

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

Get a demo

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

Case study

How Causal unifies payroll, financial, and CRM data with Merge, increasing their time-to-value by 20%

View case study

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

Security at Merge

Circular badge with a gradient blue background, featuring "AICPA SOC" in large white text, accompanied by the text "SOC for Service Organizations" around the edge, indicating compliance with service organization controls.

Circular badge featuring "ISO 27001" in bold white text on a gradient blue background, representing compliance with information security management systems.

Circular badge in a blue background displaying a white caduceus symbol and the text "HIPAA COMPLIANT" in bold white letters, indicating compliance with the Health Insurance Portability and Accountability Act.

Circular badge with a blue background, surrounded by yellow stars, displaying "GDPR" in white text, signifying adherence to the General Data Protection Regulation.

Guide to accounting APIs and integrations

This Accounting API Guide includes the top accounting APIs, key accounting concepts and data schemas, top integration use cases, and tips on how to get started.

Blog

Accounting concepts: the developer's essential guide

Accounting terms can be confusing, especially when trying to simplify these terms across different accounting providers and APIs. This is a developers' essential guide to understanding accounting terminology.

Blog

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.

Blog