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How Basis uses Merge

ConfirmedVendor case study · Checked Nov 12, 2026
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The use case: how Basis deploys Merge

Basis, an AI assistant for accounting firms, uses Merge's Unified API to connect to its customers' accounting systems such as QuickBooks, Sage Intacct, and Xero. Its models read financial data and its LLM agents add and modify records in those systems.

In the customer’s words

Merge is incredibly flexible, both in the data we can access and the actions we can perform on that data.
Mitchell Troyanovsky, co-founder, Basis — Source

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Go straight to the source

Based on Merge’s published case study. We check the public evidence; the results are reported by the vendor.

merge.dev
Last checked
Nov 12, 2026
merge.devCaptured Merge case study about BasisOpen source capture
What the story claims, and what we checked

What we compared with the page.

  • The passage quoted aboveChecked

    Copied word for word from the page, near the name of Basis.

  • Basis uses MergeChecked

    Confirmed line.

  • The result itselfNot checked

    We quote it; we did not measure it.

Merge has become a foundational part of Basis’ infrastructure. It allows their models to make intelligent decisions, reliably, for each customer.
From the page. merge.dev