M&A integration

M&A integration software that delivers alignment, execution, and proof

Q: What is M&A integration software?

It's a platform that manages post-close integration tasks across legal, HR, IT, and finance with structure, tracking, and compliance built in.

Q: How does Process Street support M&A execution?

We provide templates, task workflows, and automated tracking to ensure nothing gets missed and everything is documented.

Q: Can we customize integration plans by deal type?

Yes. You can tailor templates, tasks, and workflows based on deal structure or regional requirements.

Q: Can different departments manage their own workstreams?

Absolutely. Assign tasks and roles across teams with visibility into overall progress and dependencies.

Q: Does this help with audit or board reporting?

Yes. You can export logs, reports, and progress summaries to demonstrate integration execution and governance.

Q: How quickly can we get started?

Most teams go live in under a week with templates, no-code workflows, and onboarding support.

Coordinate teams, track integration milestones, and enforce compliance with Cora, your AI integration engine.

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M&A integration software that delivers alignment, execution, and proof

Trusted by more than 3000 companies

What's your biggest M&A integration challenge?

Assign clear owners, enforce deadlines, and track every integration task in one platform.

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A successful deal doesn't end at close, it starts at integration.
Without structure, M&A integrations fall behind, risk compliance issues, and fail to capture expected value.

Process Street's M&A integration software gives your team a repeatable playbook to drive execution across legal, HR, finance, IT, and operations. Every step is tracked, enforced, and audit-ready.

Run integration with structured playbooks

Use proven templates to coordinate due diligence follow-ups, compliance actions, and team onboarding.

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Run integration with structured playbooks

Assign owners and track progress

Give each task a clear owner and deadline with real-time dashboards to monitor execution.

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Enforce regulatory and policy compliance

Align every integration activity with legal, tax, data, and employment requirements using built-in workflows.

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Enforce regulatory and policy compliance

Maintain audit-ready records

Track every step of the integration, from deal close to day 100, with time-stamped task and approval history.

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Meet Cora,
your AI compliance partner

Cora is your integration oversight engine. Built into Process Street, Cora keeps your integration workflows aligned, compliant, and moving forward.

Launches playbooks by deal stage Trigger workflows based on close date or integration phase
Tracks delays and risks Flags overdue tasks, skipped steps, or blocked workstreams
Enforces policy logic Ensures tax, legal, IT, and HR tasks follow your integration checklist
Prepares for audits or board review Export full logs of task completion, ownership, and decision history

Cora keeps integration on track, accountable, and audit-ready from start to finish.

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Customize workflows by deal type

Adapt your integration playbook for asset purchases, stock deals, carve-outs, or cross-border transactions.

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Collaborate across departments

Route tasks to Legal, Finance, HR, IT, Ops, and Communications with access control and task ownership.

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Track key milestones and KPIs

Monitor integration progress with dashboards showing completion rates, blockers, and timelines.

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Capture decisions and approvals

Log signoffs, meetings, and strategic choices as part of each integration workflow.

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Corporate development, integration leads, and functional owners use Process Street's M&A integration software to manage post-deal execution with confidence:

Day 1 and Day 100 planning

Standardize playbooks for early-stage and long-term integration tasks.

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Compliance and legal tracking

Ensure every compliance obligation and legal requirement is tracked, routed, and completed.

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HR and IT onboarding

Coordinate employee transitions and IT system migrations with structured checklists.

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Finance and accounting integration

Align payroll, chart of accounts, and financial controls across entities.

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Brand and communications rollouts

Route approvals, content updates, and go-live tasks to the right stakeholders.

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Board and executive reporting

Export logs and KPI dashboards to show progress and risk across the integration lifecycle.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is M&A integration software?

How does Process Street support M&A execution?

Can we customize integration plans by deal type?

Can different departments manage their own workstreams?

Does this help with audit or board reporting?

How quickly can we get started?

Trusted by 3000+ companies

From private equity firms to global corporations, Process Street
powers M&A integration that is structured, transparent, and built for accountability.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results