MergeNinja

Everything MergeNinja does

Live data in, personalized Word documents out, and every feature in between, on one page.

QuickBooks Online Stripe Excel

How it works

Three steps the first time. One click every time after.

  1. 1

    Connect your data

    Connect QuickBooks Online or Stripe with read-only access, or upload an Excel file. No exports, no CSV cleanup.

  2. 2

    Upload a Word template

    Bring your own .docx with merge fields: your fonts, your logo, your layout. If you can use Word, you already know how.

  3. 3

    Sync, filter, merge

    Sync your live data, filter it (say, open + past due), and merge. Finished documents arrive by email, ready to send or print.

The full feature list

Live data sources

Connect once; the data stays current.

  • QuickBooks Online sync. Customers, invoices, and balances via read-only OAuth. Nothing in your books can change.
  • Stripe sync: five datasets. Customers, invoices, subscriptions, payments, and per-customer yearly payment summaries.
  • Excel & CSV upload. Bring any list as a spreadsheet; map the columns once and reuse the mapping.

Built-in data smarts

The fields your documents need, computed for you.

  • Days overdue, per invoice. Calculated at sync: your dunning letter says "45 days past due" without a formula.
  • Yearly payment summaries. One row per customer per year: total paid, payment count, first and last payment.
  • Sync filters. Status, date range, and year filters. The default invoice filter is open + past due.
  • Clean amounts and dates. Stripe cents become $1,240.00; dates and currency follow your company format settings.

Your Word templates

No proprietary editor to learn.

  • Bring your own .docx. Fonts, logo, and layout stay exactly as you built them. Merge fields do the rest.
  • Any document shape. Letters, statements, receipts, notices, even label sheets: if Word can lay it out, it merges.
  • Templates tied to data. Each template binds to a dataset, so the right fields are always available.

Batch output & delivery

One click covers the whole customer list.

  • Whole-list merges. One personalized document per customer, 5 or 500, same click.
  • Background generation. Big batches build in the background; no browser tab to babysit.
  • Delivered to your inbox. Finished documents arrive by email, ready to review, print, or send. You control what reaches customers.
  • One-click re-runs. Template and connection stay put: next month is sync, merge, done.

Security & control

Built for people connecting client books.

  • Reads only, never writes. MergeNinja issues no call that modifies your books or moves money. It reads your data and makes documents. See the security page for the exact scopes.
  • Tokens encrypted at rest. Your QuickBooks and Stripe passwords are never shared with us.
  • Disconnect anytime. Revoking access in Settings revokes it at QuickBooks and Stripe too.

Works where you work

Nothing lives on one desktop.

  • Browser-based. Office, home, laptop: templates and data are in your account, not on a machine.
  • No broken data-source links. Unlike the Word merge wizard, nothing snaps when a file moves.
  • Survives staff changes. The setup belongs to the account, not to the one person who knew the ritual.

Security details, scopes and all, live on the Security page. Wondering how this compares to doing it by hand? MergeNinja vs. the Excel + Word merge wizard.

What people make with it

Dunning & past-due letters

Every open invoice, days-overdue computed, merged into a firm-but-friendly letter.

QuickBooks Online Stripe

Year-end statements

One statement per customer, totals and payment history filled in, in minutes.

QuickBooks Online Stripe

Payment receipts

Branded, printable receipts from your Stripe charges, not a plain-text email.

Stripe

Renewal notices

Renewal date, plan, and amount pulled straight from your Stripe subscriptions.

Stripe

Customer letters & labels

Any Word letter, personalized for every customer in QuickBooks or Excel.

QuickBooks Online Excel

See the features on your own data.

Connect read-only, upload a template, and run a real batch. The trial is the demo.

Start free trial

7 days free · no card to start