Merging & Unification Tools
Merge and unify records so different companies' financials consolidate cleanly.
Who it's for
Owners combining multiple businesses, and bookkeepers cleaning up duplicate or mismatched records across companies
Key benefits
- Merge duplicate customers and vendors into one record
- Unify records so combined financials line up
- Less cleanup before consolidating different companies
Overview
Merging & Unification Tools make it easier to consolidate the financials of different companies. Duplicate or differently-named customers and vendors are merged into a single record, with their history carried over, so rolled-up reports show one consistent set of counterparties instead of near-duplicates you reconcile by hand.
Related features
See how Merging & Unification Tools fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.