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# Financial analysis

> How to compile transactions, chart of accounts, and financial statements for budgeting and forecasting using the Merge Accounting API.

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#### Your customer authorizes accounting integration

In your application, have your user authorize their accounting integration via Merge Link. Merge will begin syncing data from your customer's accounting platform.

#### Retrieve chart of accounts

You can retrieve a Chart of Accounts from your user's accounting platform with the following endpoints:
Pull in all Ledger Accounts with [**GET** /accounts](https://docs.merge.dev/accounting/accounts/#accounts_list) and pull in multi-entity scenarios with [**GET** /company-info](https://docs.merge.dev/accounting/company-info/).

> **Note**
>
> Need help visualizing Merge's Accounting Models? Refer to our [Help Center article](https://help.merge.dev/en/articles/7981447-accounting-common-models).

#### Compile and categorize transactions (P\&L, balance sheet)

To retrieve all transactions that have affected your customer's ledger, use the following endpoints: [**GET** /journal-entries](https://docs.merge.dev/accounting/journal-entries), [invoices](https://docs.merge.dev/accounting/invoices), [expenses](https://docs.merge.dev/accounting/expenses), [payments](https://docs.merge.dev/accounting/payments), [vendor-credits](https://docs.merge.dev/accounting/vendor-credits), [credit-notes](https://docs.merge.dev/accounting/credit-notes), [transactions](https://docs.merge.dev/accounting/transactions).

#### Get tracking categories

For references that add context to the transactions, like Classes, Departments, Vendors, and Customers, use [**GET** /tracking-categories](https://docs.merge.dev/accounting/tracking-categories), and [/contacts](https://docs.merge.dev/accounting/contacts).

#### Construct transaction views

In your product, sum and categorize the transaction data how you wish.

#### Allow your users to be more strategic

With the work of analyzing transactions handled, your product can help your users drive more strategic business insights, whether it's runway analysis, budgets, or forecasting revenue.

#### Get started analyzing customer finances with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.

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