Use Cases with Merge

Use these high-level walkthroughs to understand how your product works with Merge.

Find Your Use Case

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

Look through our most popular use cases across our categories.
Analyze security controls
TCKT
Analyze the tickets assigned to individual users in order to better demonstrate a company's security posture
Onboard
HRIS
Automate bringing an employee population into your application, and keep their profiles up-to-date as they change
Source candidates
ATS
Allow your app or users to source candidates for a specific industry or vertical, and send those sourced candidates back to the ATS

Explore Use Cases

Auto-provision and de-provision
HRIS
Automatically assign employee permissions, such as software seats, billing controls, or corporate cards, based on their department, team, or other factors. Revoke access if those parameters change
Compile chart of accounts
ACCT
Pull information on accounts to view in your app
Create invoices
ACCT
Serve specific industries by either automating invoice or bill creation, or creating approval processes around sending invoices or bills to third-party accounting systems
Vendor (AP) payment reconciliation
ACCT
Receive vendor payment-related information in your application, do reconciliation in your application, and submit that information back to your platform
Create purchase orders
ACCT
Simplify your customers’ purchasing workflows by pushing purchase orders that originate within your app to their third-party ERP or Accounting platform
Analyze payroll runs
HRIS
Look and analyze the payroll runs of given employees to get granular information per paycheck
Analyze compensation
HRIS
Analyze current compensation of employees based on demographics, pay rate, and potential field custom fields, such as equity
Analyze projects
TCKT
Analyze the status project status of tickets
Collect security evidence
FILE
Pull and download relevant docs for security compliance controls
Share specific documents
FILE
Pull files into your product so that any user can search and share that document
Career development
HRIS
Track and show employee career development, based on past Employments and potential career tracks
Train AI with CRM data
CRM
Leverage Merge's CRM API endpoints to efficiently train AI models around prospect recommendations, win/loss patterns, and more
Historic payroll
HRIS
Read historic payroll data from employees
Deal notification
CRM
Send messages based on deals being closed, or other events that occur in a CRM
Contact information
CRM
Set up outbounding campaigns automatically with contact information from your customers’ CRMs
Employee analysis (GRC)
HRIS
Analyze employee population for Governance, Risk, and Compliance and other tools
Opportunity recommendations
CRM
Recommend the best opportunities to follow up on to your users based on insights derived from opportunities, engagements and contacts
Source leads
CRM
Send sourced leads and contacts to your customers’ CRMs
Upload contracts
FILE
Upload and organize signed contracts signed into a File Storage system
Internal database
FILE
An internal database syncs all documents related to a company, enabling users within the company to conduct efficient searches
Track compliance
TCKT
Use ticking data to track org level compliance with security standards such as SOC2
Track contracts
TCKT
View the progress of contracts based on their status as tickets
Sync customers or suppliers
ACCT
Read and write contacts to keep your database of customers/suppliers in sync with your customer's accounting system
Create basic employees
HRIS
Create and update employee data in your product
Train AI with HRIS data
HRIS
Efficiently train data models using employee data and compensation data
Train AI with ATS data
ATS
Efficiently train data models using candidate, application, and interview data
Financial analysis with transaction-level detail (low-level)
ACCT
Create budgets, predict runway, and provide other information based on key transaction information
Automate gifts and messages
HRIS
Automate gifts and messages for employees based on start date, birthday, departments, and more
Train AI with ticketing data
TCKT
Efficiently train data models using ticketing data
Train AI with accounting data
ACCT
Efficiently train data models using accounting data
Surfacing open jobs
ATS
Ingest job information from an ATS relating to a specific industry or vertical
Offboard
HRIS
Automatically remove employees when they are terminated in the third-party platform
Analyze security controls
TCKT
Analyze the tickets assigned to individual users in order to better demonstrate a company's security posture
Candidate journey (for candidates)
ATS
Show candidate journeys, such as interview stages, in your application
Onboard
HRIS
Automate bringing an employee population into your application, and keep their profiles up-to-date as they change
Talent pool visibility
ATS
Ingest information of candidates in an ATS in order to diff duplicates and show current pipeline
Assign trainings
HRIS
Assign employees certain learning or training tracks based on their department, location, tenure, or team
Surface screening questions
ATS
Pull in a job listing’s information, including screening questions into your product
Candidate journey (for recruiters)
ATS
Follow candidates through pipeline. Provide analysis on first and last touch, time candidate has spent in various stages, and more insights to help recruiting teams maximize efficiency
Sales rep performance
CRM
Identify top-performing reps and derive recommendations for the entire sales team
Forecast revenue
CRM
Generate accurate revenue forecasts using holistic information on open opportunities
Source candidates
ATS
Allow your app or users to source candidates for a specific industry or vertical, and send those sourced candidates back to the ATS
Org chart
HRIS
Track employee promotions, give org level visibility, and create employee rosters and directories by location and department
Candidate matchmaking
ATS
Analyze trends and traits, match candidates to jobs based on algorithm
Headcount planning
HRIS
Ingest information about current employees, pay rates, and departments in order to forecast future hires and department expansion
Customer (AR) payment reconciliation
ACCT
Reconcile payment receipts in your platform and communicate accounting receivable invoices and payments to your customer’s accounting platform
Analyze spend
ACCT
Analyze a company’s spend, based on their bills and general expenses