Connect the tools you already use

Add a Stripe card-payment link to any invoice so customers can pay by card. Payments are recorded against the invoice in your Marchant ledger.

• Add a Stripe card-payment link to any invoice
• Invoice payments matched to open receivables
• Invoice automatically marked paid once the customer pays
• Card payments handled securely by Stripe Checkout

Collect recurring payments from clients via direct debit. Marchant creates the mandate, tracks collection status and reconciles every payment against the corresponding invoice automatically.

• One-click direct debit mandates from invoice view
• Direct debit mandates and collections created from the invoice, with status shown against it
• GoCardless subscription plans, with collected payments matched back to invoices
• UK Bacs and SEPA Core mandates supported

Add a PayPal payment link to any invoice so customers can pay with PayPal or a card. Payments are recorded against the invoice in your Marchant ledger.

• Add a PayPal payment link to any invoice
• Invoice automatically marked paid once the customer pays
• PayPal invoice payments matched to Marchant invoices
• Customers pay with a PayPal balance or card

Accept in-person card payments via SumUp readers. Every sale is automatically imported into Marchant, categorised as revenue and reconciled against your bank settlement.

• Daily settlement sync from SumUp to Marchant
• Per-transaction breakdown including SumUp fees
• Works for retail, hospitality and mobile businesses
• Cash vs card split tracked automatically

Marchant uses TrueLayer for open-banking connections, covering over 2,400 UK and European institutions. Production access is pending, so bank feeds are not yet live for customers.

• Daily automatic transaction import once live — no CSV uploads
• TrueLayer covers 2,400+ institutions across the UK and EU
• Read-only access — Marchant never initiates transfers
• Re-consent flow when bank tokens expire

Connect US bank accounts and additional European institutions via Plaid. Ideal for businesses with US entities or international operations alongside their UK/EU presence.

• Supports 12,000+ financial institutions worldwide
• Real-time balance and transaction data
• Secure OAuth-based bank authentication
• Works alongside Open Banking for maximum coverage

Connect BrightPay and bring finalised UK pay runs into Marchant. Each run posts a payroll journal to your ledger, so payroll reaches the accounts without re-keying it.

• Import finalised pay runs from your BrightPay employer
• Gross pay, PAYE, employee and employer NI and pension posted as journal lines
• Imported runs arrive as drafts, so you review before posting
• Connect with a BrightPay API key — no file exports to shuffle

Connect Marchant to 6,000+ apps via Zapier. Trigger workflows when invoices are created, payments received or expenses approved — without writing a single line of code. The integration is built; our Zapier app is not published in their directory yet.

• Trigger on: invoice created, payment received, expense approved
• Send data to Slack, Notion, Google Sheets, HubSpot and more
• Create Marchant invoices from CRM deals or ecommerce orders
• No coding required — available once our Zapier app is published

Build sophisticated financial automation workflows with Make (formerly Integromat). Connect Marchant to hundreds of apps using a visual drag-and-drop builder.

• Visual workflow builder — no code needed
• Multi-step automations with conditional logic
• Sync invoices to your CRM or project management tool
• Error handling and retry logic built in

Get real-time financial alerts in your Slack channels. Know when an invoice is paid, when a large expense is submitted for approval, or when your cash flow drops below a threshold.

• Invoice paid / overdue notifications
• Expense approval requests sent to manager's DM
• Monthly summary digest to your #finance channel
• Configurable thresholds — only alert what matters

Switching from Xero? Guided import brings across your chart of accounts, contacts, invoices, bills and bank transactions — no data loss, no manual re-entry. Planned for 2027.

• Full chart of accounts migration
• Historical invoices, bills and credit notes imported
• Contact and supplier list transferred
• Bank transaction history included

Moving from QuickBooks Online or Desktop? Guided migration will import your accounts, transactions, contacts and reports. Planned for 2027.

• QuickBooks Online and Desktop supported
• Profit & Loss and Balance Sheet data migrated
• Invoice and payment history transferred
• Guided step-by-step migration wizard

Leave FreeAgent behind without losing your history. Guided import will bring across projects, invoices, expenses and bank data. Planned for 2027.

• Invoice and quote history imported
• Expense and receipt records transferred
• Client and contact list migrated
• UK-specific tax records included

Every invoice, payment reminder and client notification sent through Marchant is delivered via Resend, for high deliverability and a record of every email sent.

• Invoice and quote delivery
• Automatic payment reminders on the schedule you set
• Overdue reminder sequences with configurable cadence
• Full email delivery log per client

Receipt OCR and smart invoice matching in Marchant are powered by OpenAI models. AI features are enabled for UK workspaces today; availability in EU workspaces follows.

• Receipt scanning — extract amount, date, vendor and category from photos
• Transaction categorisation — on the roadmap; today's categorisation is rule-based
• Smart invoice matching — link payments to invoices automatically

Marchant uses Sentry for error and performance monitoring. Errors are captured and alerted on so they can be diagnosed and fixed quickly.

• Real-time error alerting for the Marchant platform
• Performance monitoring across the platform
• Automatic release tracking so bugs are pinpointed to deploys
• Covered by our Data Processing Agreement as a sub-processor