M&A Integration

M&A integration software that aligns teams and accelerates outcomes

Q: What is M&A integration software?

It's a platform that helps integration teams coordinate, track, and execute post-close activities across all functions.

Q: How does Process Street help with M&A integration?

We give you a central place to manage tasks, assign owners, and prove progress for every part of the integration.

Q: Can we use it for multiple deals?

Yes. Build a template once, then clone and customize it for each new acquisition.

Q: Does it support cross-functional collaboration?

Absolutely. Invite stakeholders across departments and manage task visibility and handoffs.

Q: Is it secure and audit-ready?

Yes. We support SOC 2, ISO 27001, and include time-stamped audit logs, access controls, and document tracking.

Q: How fast can we go live?

Most teams are live in days using prebuilt M&A integration templates and guided setup.

Standardize integration plans, track execution, and manage risk with Process Street. The M&A integration software that keeps people, processes, and progress aligned.

Get started Contact sales

Trusted by more than 3000 companies

What's your biggest M&A integration challenge?

Use shared workflows to unify legal, HR, finance, IT, and ops under one integration plan.

Chat with an expert

Closing the deal is just the beginning. The real value is in execution, aligning teams, integrating systems, and achieving synergy without losing momentum.

Process Street is M&A integration software that turns integration plans into repeatable, trackable workflows. Assign ownership, standardize execution, and stay in control across every function.

Build and deploy standardized playbooks

Create integration templates that guide teams from Day 1 through Day 100 and beyond.

Get started

Assign tasks and track ownership

Every action has a clear owner, deadline, and update status, no confusion, no guessing.

Get started

Coordinate cross-functional work

Use shared workflows to connect work across HR, legal, finance, IT, ops, and product.

Get started

Capture key docs and approvals

Collect sign-offs, upload policies, and track deliverables in one workflow system.

Get started

Meet Cora,
your AI integration advisor

Cora monitors workflows, flags blockers, and helps you improve integration speed and accuracy.

Builds and refines integration workflows Use AI to structure and optimize playbooks
Tracks completion and status across teams Know what's done and what's holding things up
Flags risk early Surface missed steps, overdue tasks, or dependencies in real time
Improves execution over time Analyze integration workflow data to speed up future deals

With Cora, M&A integration becomes structured, visible, and repeatable.

Discover how Cora works

Run team-specific checklists

Use targeted workflows for IT cutovers, HR transitions, compliance tasks, and financial consolidation.

Get started

Track readiness by function or workstream

Filter dashboards by department, region, or stage to see exactly where you stand.

Get started

Manage internal and external contributors

Invite stakeholders from both sides of the deal and control task access as needed.

Get started

Manage internal and external contributors

Maintain audit trails and compliance logs

Capture time-stamped activity and documentation for board reporting or post-close audits.

Get started

M&A teams use Process Street's M&A integration software to manage post-close execution across the business:

Day 1 and Day 100 planning

Build and track integration workflows from kickoff to long-term operations.

View templates

HR and people integration

Manage onboarding, benefits transitions, and policy alignment across teams.

View templates

System cutover and IT migration

Run infrastructure and tool transitions using standardized, trackable processes.

View templates

Finance and accounting alignment

Coordinate chart of accounts, payroll, and reporting structures.

View templates

Legal and regulatory tasks

Track entity changes, document retention, and compliance requirements.

View templates

Cross-functional communication

Keep every team informed and on-task with shared dashboards and progress updates.

View templates

Frequently asked questions

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

What is M&A integration software?

How does Process Street help with M&A integration?

Can we use it for multiple deals?

Does it support cross-functional collaboration?

Is it secure and audit-ready?

How fast can we go live?

Trusted by 3000+ Companies

From corporate development to integration leads, Process Street powers M&A integration software that delivers post-close results, not just plans.

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.