Use cases
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.
Source candidates
Allow your app or users to source candidates for a specific industry or vertical, and send those sourced candidates to an ATS
HRISOnboard and Offboard
Automate bringing an employee population into your application, and keep their profiles up-to-date as their information changes
TCKTAnalyze security controls
Analyze the tickets assigned to individual users in order to better demonstrate a company's security controls
Explore use cases
Source candidates
Allow your app or users to source candidates for a specific industry or vertical, and send those sourced candidates to an ATS
HRISOnboard and Offboard
Automate bringing an employee population into your application, and keep their profiles up-to-date as their information changes
TCKTAnalyze security controls
Analyze the tickets assigned to individual users in order to better demonstrate a company's security controls
HRISCareer development
Track and show employee career development, based on past Employments and potential career tracks
TCKTTrack compliance
Use ticketing data to track org level compliance with security standards such as SOC2
CRMSource leads
Send sourced leads and contacts to your customers' CRMs
FILECollect security evidence
Pull and download relevant docs for security compliance controls
CRMDeal notification
Send messages based on deals being closed, or other events that occur in a CRM
CRMContact information
Set up outbounding campaigns automatically with contact information from your customers' CRMs
ATSTrain AI with ATS data
Efficiently train data models using candidate, application, and interview data
FILEInternal database
An internal database syncs all documents related to a company, enabling users within the company to search and share documents
HRISEnrich compliance data
Track regulated workflows for your customers with employee information
CRMOpportunity recommendations
Recommend the best opportunities to follow up on to your users based on insights derived from CRM data
HRISOrg chart
Track employee promotions, give org level visibility, and create employee rosters and directories by syncing employee and employment data
HRISAnalyze compensation
Analyze current compensation of employees based on demographics, pay rate, and potential field customizations
ACCTCreate invoices
Serve specific industries by either automating invoice or bill creation, or creating approval processes around invoice and bill creation
FILEShare specific documents
Pull files into your product so that any user can search and share that document
ACCTFinancial analysis with transaction-level data
Create budgets, predict runway, and provide other information based on key transaction information
HRISTrain AI with HRIS data
Efficiently train data models using employee data and compensation data
FILEUpload contracts
Upload and organize signed contracts signed into a File Storage system
TCKTAnalyze projects
Analyze the progress of a set of tickets
TCKTTrack contracts
View the progress of contracts based on their status as tickets
ACCTVendor (AP) payment reconciliation
When a vendor receipt gets generated in your application, do reconciliation in your application, and write the payment back to your customers' Accounting platform
ACCTSync customers or suppliers
Read and write contacts to keep your database of customers/suppliers in sync with your customer's Accounting platform
ACCTSync expenses
Automate the classification and syncing of expenses from your application to your customer's Accounting platform
HRISAuto-provision and de-provision
Automatically assign employee permissions, such as software seats, billing controls, or corporate cards, based on employee information
HRISAutomate gifts and messages
Automate gifts and messages for employees based on start date, birthday, departments, and more
TCKTTrain AI with ticketing data
Efficiently train data models using ticketing data
CRMForecast revenue
Generate accurate revenue forecasts using holistic information on open opportunities
ATSCandidate journey (for recruiters)
Follow candidates through pipeline. Provide analysis on first and last touch, time candidate has spent in a given stage, and more
ACCTTrain AI with accounting data
Efficiently train data models using accounting data
HRISHistoric payroll
Read historic payroll data from employees
ATSSurface screening questions
Pull in a job listing's information, including screening questions, into your product
HRISEmployee analysis (GRC)
Analyze employee population for Governance, Risk, and Compliance and other tools
ATSSurfacing open jobs
Ingest job information from an ATS relating to a specific industry or vertical
ATSTalent pool visibility
Ingest information of candidates in an ATS in order to self duplicates and show current pipeline
HRISAnalyze payroll runs
Look and analyze the payroll runs of given employees to get granular information per paycheck
ACCTAnalyze spend
Analyze a company's spend, based on their bills and general expenses
HRISAssign trainings
Assign employees certain learning or training tracks based on their department, location, tenure, or team
ACCTCreate purchase orders
Simplify your customers' purchasing workflows by pushing purchase orders that originate within your application
ACCTCustomer (AR) payment reconciliation
Reconcile payment receipts in your platform and communicate accounting receivable invoices and payments back to your customers' Accounting platform
CRMSales rep performance
Identify top-performing reps and derive recommendations for the entire sales team
CRMTrain AI with CRM data
Leverage Merge's CRM API endpoints to efficiently train AI models around prospect recommendations, customer churn prediction, and more
ATSCandidate journey (for candidates)
Show candidate journeys, such as interview stages, in your application
HRISHeadcount planning
Ingest information about current employees, pay rates, and departments in order to forecast future headcount needs
ATSCandidate matchmaking
Analyze trends and traits, match candidates to jobs based on algorithm