> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.merge.dev/merge-unified/use-cases/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server.

# Use cases

> Filterable index of all Merge use case walkthroughs across HRIS, ATS, CRM, Accounting, Ticketing, and File Storage.

## Find your use case

Filter by key attributes to find the use case that matches your data needs, industry, or category.

Don't see what you're looking for? We probably support it. [Reach out for a demo.](https://merge.dev/get-in-touch)

> Build once. Connect to every API, tool, and LLM. Ship products and agents to production without owning the integration stack.

## Docs

- [Analyze compensation](https://docs.merge.dev/merge-unified/use-cases/analyze-compensation.md): How to retrieve and analyze employee compensation and demographics using the Merge HRIS API.
- [Analyze payroll runs](https://docs.merge.dev/merge-unified/use-cases/analyze-payroll-runs.md): How to retrieve and surface per-paycheck payroll run data using the Merge HRIS API.
- [Analyze projects](https://docs.merge.dev/merge-unified/use-cases/analyze-project-status.md): How to read and visualize ticket and project status across customer ticketing platforms using the Merge Ticketing API.
- [Analyze spend](https://docs.merge.dev/merge-unified/use-cases/analyze-spend.md): How to aggregate and analyze spend from bills, expenses, and journal entries using the Merge Accounting API.
- [Assign trainings](https://docs.merge.dev/merge-unified/use-cases/assign-trainings.md): How to assign employee training tracks based on department, location, or tenure using the Merge HRIS API.
- [Auto-provision and de-provision](https://docs.merge.dev/merge-unified/use-cases/auto-provision.md): How to auto-provision and de-provision employee permissions based on HRIS data using the Merge HRIS API.
- [Automate gifts and messages](https://docs.merge.dev/merge-unified/use-cases/automate-gifts.md): How to automate employee gifts and milestone messages using start dates and birthdays from the Merge HRIS API.
- [Candidate journey (for recruiters)](https://docs.merge.dev/merge-unified/use-cases/candidate-journey-recruiters.md): How to track candidate pipeline progression and generate recruiter efficiency insights using the Merge ATS API.
- [Candidate journey (for candidates)](https://docs.merge.dev/merge-unified/use-cases/candidate-journey.md): How to display candidate-facing interview stage progression and engagement touchpoints using the Merge ATS API.
- [Candidate matchmaking](https://docs.merge.dev/merge-unified/use-cases/candidate-matchmaking.md): How to score and match candidates against open job requirements using the Merge ATS API.
- [Career development](https://docs.merge.dev/merge-unified/use-cases/career-development.md): How to track employee promotions, retention, and career progression over time using the Merge HRIS API.
- [Collect security evidence](https://docs.merge.dev/merge-unified/use-cases/collect-security-evidence.md): How to retrieve and download compliance-related documents from file storage platforms using the Merge File Storage API.
- [Contact information](https://docs.merge.dev/merge-unified/use-cases/contact-information.md): How to fetch contact details from customer CRMs to automate outbound campaigns using the Merge CRM API.
- [Create invoices](https://docs.merge.dev/merge-unified/use-cases/create-invoices.md): How to create and push invoices or bills to customer accounting platforms using the Merge Accounting API.
- [Create purchase orders](https://docs.merge.dev/merge-unified/use-cases/create-purchase-orders.md): How to create purchase orders in customer ERP/accounting platforms and track billing using the Merge Accounting API.
- [Customer (AR) payment reconciliation](https://docs.merge.dev/merge-unified/use-cases/customer-payment-reconciliation.md): How to reconcile accounts receivable invoices and payments with customer accounting systems using the Merge Accounting API.
- [Deal notification](https://docs.merge.dev/merge-unified/use-cases/deal-notifications.md): How to trigger notifications based on CRM deal status changes using the Merge CRM API.
- [Employee analysis (GRC)](https://docs.merge.dev/merge-unified/use-cases/employee-analysis-grc.md): How to analyze employee demographics and pay data for GRC and DEI reporting using the Merge HRIS API.
- [Enrich compliance data](https://docs.merge.dev/merge-unified/use-cases/enrich-compliance-data.md): How to track employee onboarding and offboarding for SOC 2 and HIPAA compliance using the Merge HRIS API.
- [Financial analysis](https://docs.merge.dev/merge-unified/use-cases/financial-analysis.md): How to compile transactions, chart of accounts, and financial statements for budgeting and forecasting using the Merge Accounting API.
- [Forecast revenue](https://docs.merge.dev/merge-unified/use-cases/forecast-revenue.md): How to forecast revenue from opportunity stages, amounts, and close probabilities using the Merge CRM API.
- [Headcount planning](https://docs.merge.dev/merge-unified/use-cases/headcount-planning.md): How to pull headcount, org structure, and payroll data to forecast hiring needs using the Merge HRIS API.
- [Historic payroll](https://docs.merge.dev/merge-unified/use-cases/historical-payroll.md): How to access historical pay rates and employment changes over time using the Merge HRIS API.
- [Internal database](https://docs.merge.dev/merge-unified/use-cases/internal-database.md): How to sync and index company documents for internal search from file storage platforms using the Merge File Storage API.
- [Onboard and offboard](https://docs.merge.dev/merge-unified/use-cases/onboard-and-offboard.md): How to import employee rosters, track joiners and leavers, and keep profiles current using the Merge HRIS API.
- [Opportunity recommendations](https://docs.merge.dev/merge-unified/use-cases/opportunity-recommendations.md): How to recommend high-priority opportunities based on engagement history and contact data using the Merge CRM API.
- [Org chart](https://docs.merge.dev/merge-unified/use-cases/org-chart.md): How to build org charts with manager hierarchy, departments, and locations using the Merge HRIS API.
- [Sales rep performance](https://docs.merge.dev/merge-unified/use-cases/sales-rep-performance.md): How to analyze sales rep performance from opportunity outcomes and engagement data using the Merge CRM API.
- [Share specific documents](https://docs.merge.dev/merge-unified/use-cases/share-specific-documents.md): How to let users select and share specific files from connected file storage platforms using the Merge File Storage API.
- [Source candidates](https://docs.merge.dev/merge-unified/use-cases/source-candidates.md): How to source candidates, push applications to customer ATS platforms, and track share of hire using the Merge ATS API.
- [Source leads](https://docs.merge.dev/merge-unified/use-cases/source-leads.md): How to read and write leads and contacts to keep customer CRMs in sync using the Merge CRM API.
- [Surfacing open jobs](https://docs.merge.dev/merge-unified/use-cases/surface-open-jobs.md): How to pull and display open job requisitions from customer ATS platforms using the Merge ATS API.
- [Surface screening questions](https://docs.merge.dev/merge-unified/use-cases/surface-screening-questions.md): How to retrieve and display job screening questions from customer ATS platforms using the Merge ATS API.
- [Sync customers or suppliers](https://docs.merge.dev/merge-unified/use-cases/sync-customers-or-suppliers.md): How to bidirectionally sync customer and supplier contacts with accounting platforms using the Merge Accounting API.
- [Sync expenses](https://docs.merge.dev/merge-unified/use-cases/sync-expenses.md): How to classify and push expense transactions to customer accounting platforms using the Merge Accounting API.
- [Talent pool visibility](https://docs.merge.dev/merge-unified/use-cases/talent-pool-visibility.md): How to ingest and deduplicate candidate data to surface the full talent pool using the Merge ATS API.
- [Track compliance](https://docs.merge.dev/merge-unified/use-cases/track-compliance.md): How to collect and monitor ticketing evidence for SOC 2 and security compliance using the Merge Ticketing API.
- [Track contracts](https://docs.merge.dev/merge-unified/use-cases/track-contracts.md): How to track contract review progress via ticket status and webhook alerts using the Merge Ticketing API.
- [Analyze security controls](https://docs.merge.dev/merge-unified/use-cases/track-security-controls.md): How to analyze ticket assignments and status to assess security control posture using the Merge Ticketing API.
- [Train AI with accounting data](https://docs.merge.dev/merge-unified/use-cases/train-ai-accounting.md): How to ingest accounting data for AI model training and financial forecasting using the Merge Accounting API.
- [Train AI with ATS data](https://docs.merge.dev/merge-unified/use-cases/train-ai-ats.md): How to ingest ATS data for AI model training and recruiting optimization using the Merge ATS API.
- [Train AI with CRM data](https://docs.merge.dev/merge-unified/use-cases/train-ai-crm.md): How to ingest CRM data for AI model training on churn prediction, lead scoring, and win/loss analysis using the Merge CRM API.
- [Train AI with HRIS data](https://docs.merge.dev/merge-unified/use-cases/train-ai-hris.md): How to ingest HRIS data for AI model training on workforce analytics and retention using the Merge HRIS API.
- [Train AI with ticketing data](https://docs.merge.dev/merge-unified/use-cases/train-ai-ticketing.md): How to ingest ticketing data for AI model training on issue resolution and support analytics using the Merge Ticketing API.
- [Upload contracts](https://docs.merge.dev/merge-unified/use-cases/upload-contracts-file.md): How to upload and organize signed contracts into customer file storage platforms using the Merge File Storage API.
- [Vendor (AP) payment reconciliation](https://docs.merge.dev/merge-unified/use-cases/vendor-reconciliation.md): How to reconcile accounts payable bills and vendor payments with accounting platforms using the Merge Accounting API.