For consultants, data managers & accounting firms

Get clean ERP data into any system, without a developer.

Morph pulls the records out of your ERP or accounting system, cleans them to your rules, and delivers them wherever they're headed next. The week you'd lose to spreadsheet surgery — or the developer queue — is now a few minutes.

Free plan · no credit card · first clean run in minutes

raw_export.csv
30/1/26 · ACC_4021 · ACME LTD
31.01.2026 · acc_4021 · Acme Limited
Morph rules
clean_output.json
2026-01-30 · Sales – Hardware · Acme Ltd
2026-01-31 · Sales – Hardware · Acme Ltd
Connects with the tools you already use

The problem

ERP data is hard to get out, and harder to use

ERP and accounting systems are great at holding onto your data — and terrible at handing it over.

  • The export comes out wrong

    Mangled dates, fields that don't line up, duplicates, and codes only the system understands — straight out of the box.

  • So someone fixes it by hand

    An afternoon — or a week — disappears into find-and-replace and VLOOKUPs, one fat-fingered cell away from bad client data.

  • Or you wait on a developer

    The script sits in a queue for days, then breaks the moment a column moves — and you're back in the queue.

  • Then next month, you do it all again

    New client, new project, same mess: none of last time's cleanup carries over, so you start from a blank spreadsheet.

Every project. Every client. Every time.

Meet Morph

The cleanup layer between your systems

Morph is a no-code data transformation tool that cleans, formats, and reshapes ERP and accounting data, then moves it between systems — no developer, no scripts. Connect your source, set the rules once, and Morph handles every export the same way every time.

What comes out the other side is clean, properly formatted, and ready to drop into wherever it's headed. Reuse those same rules across clients and projects, so you're never starting from a blank spreadsheet again.

Minutes

not a week of spreadsheet work

Zero

code or developers needed

1000s

of rows per run

Reusable

rules across every client

Who it's for

Who is Morph for?

Morph is built for implementation consultants, CRM and data managers, consultancies, and accounting and bookkeeping firms — anyone who moves data between systems for a living.

  • Implementation consultants

    It's week three of the migration and the legacy export still won't load — wrong formats, mismatched fields, another late night in Excel. Morph maps, cleans, and reshapes the data for the new ERP or CRM without a single migration script.

  • CRM and data managers

    Every time records move between your CRM, ERP, and reporting tools, something arrives mangled — and you're the one who finds out last. Morph applies the same rules on every pass, so records land clean and consistent, every time.

  • Consultancies

    Every new client starts the same way: export, paste, and rebuild the cleanup from scratch in a fresh spreadsheet. With Morph you build the rules once, then reuse them across every client and every project.

  • Accounting and bookkeeping firms

    Client records never leave the ledger in the shape the next tool needs, so month-end starts with manual tidy-up. Morph pulls them out of Xero — or takes the CSV from any system — cleans them to your rules, and delivers them ready to use.

How it works

How does Morph work?

Connect a source, set no-code cleanup rules once, and Morph delivers clean, structured data to the next system — on demand or on an automated schedule. Three steps, no code.

1

Connect

Upload a file or hook up your ERP, accounting, or CRM system.

2

Set your rules

Tell Morph how to clean, map, and reshape the data. Do it once, reuse it forever.

3

Deliver

Out comes clean, structured data, ready for the next system. Run it again any time you like.

Run your first transformation free

Free plan · no credit card required

Automations

Set it once. Morph runs it for you.

Trigger a rule by hand, on a schedule, or the moment a file lands in your SFTP inbox — automate your Xero exports and file feeds end to end. Morph runs it automatically in the background; no one has to be logged in.

Morph automation trigger types by plan
TriggerAvailable onFrequency
Manual runAll plans, including FreeOn demand, any time
ScheduledStarter and upDaily on Starter · hourly on Pro, Team & Business · every minute on Enterprise
On file arrival (SFTP)Team and upInstant, when a file lands in your SFTP inbox

Runs 24/7 in the background · failed runs are always free. See how file-arrival automation works

Xero → clean → deliver

Automation active

Live
Trigger:Every hourNext in 57m
Ran automatically · 1,284 rows3m ago
Ran automatically · 1,190 rows1h ago
Ran automatically · 1,205 rows2h ago

Features

Everything you need to tame messy data

  • No-code rules and formulas

    Build your transformations by clicking, not scripting. No developer required.

  • Reusable workflows

    Set them up once, then point them at any file, client, or project.

  • Made for messy exports

    Strip duplicates out of messy Xero and CSV exports, fix the formatting, sort the fields, and turn cryptic system codes into something a human can read.

  • Handles big record sets

    Chew through thousands of rows without breaking a sweat.

  • Integrations

    Xero, QuickBooks Online, HubSpot, Zoho (CRM, Books, Invoice), Salesforce, Google Drive, CSV upload, SFTP, and a custom REST API — all live today.

  • Scheduled & event triggers

    Run on a schedule or when a file lands. Your automations fire automatically in the background.

Your client data stays yours

Morph reads your source data, transforms it in transit, and delivers it straight to the destination. We don't warehouse your systems' records — Morph is the pipe between your tools, not another database holding your clients' books.

Pricing

Simple pricing that scales with you

Start free, upgrade when the volume grows. A sync is one successful run that delivers data — failed runs are always free.

  • Free

    £0forever

    • 10 syncs a month
    • One-click manual runs
    • No credit card required
  • Starter

    £19/month

    • 75 syncs a month
    • Daily scheduled runs
    • Email support
  • Most popular

    Pro

    £39/month

    • 1,000 syncs a month
    • Hourly schedules
    • All connectors + REST API

Need more? Team £149 · Business £349 · Enterprise from £750 — with team roles, SFTP file-arrival triggers, and volume to match. See the full plan table

FAQ

Questions people ask before signing up

Do I need a developer to use Morph?

No. Everything in Morph — connecting sources, building cleanup rules, delivering the output — is done by clicking, not scripting. It's built for the people who actually move the data: implementation consultants, data managers, and accounting firms. If you can use a spreadsheet, you can use Morph.

How much does Morph cost?

The Free plan is £0 — no credit card — and includes 10 syncs a month with manual runs. Paid plans start at £19/month (Starter), then £39 (Pro), £149 (Team), and £349 (Business), with Enterprise from £750. A sync is one successful run that delivers data to a destination.

Does Morph store my data?

Morph processes your source data in transit — it doesn't copy your systems' records into a warehouse. Files you place in your SFTP inbox stay in your inbox, under your control.

What systems does Morph connect to?

Xero, QuickBooks Online, HubSpot, Salesforce and Zoho — CRM, Books, and Invoice (Pro and up), Google Drive, CSV upload, SFTP (Team plans and up), and custom REST APIs (Pro and up) are live today. And because Morph takes CSV uploads, it can clean an export from almost any system right now.

Can Morph run automatically, or do I have to trigger everything myself?

Both. Every plan has one-click manual runs. Starter and up add schedules — daily on Starter, hourly on Pro and above, down to every minute on Enterprise. Team and up can auto-run the moment a file lands in your SFTP inbox. Runs fire server-side; no one has to be logged in.

How long does it take to set up?

Minutes. Sign up, connect a source or upload a file, click together your first cleanup rule, and run it. No installation, no code, no sales call — the Free plan lets you test Morph on real data today.

What counts as a sync?

One successful run that delivers data to a destination. Failed runs never count — they're always free. The Free plan includes 10 syncs a month, Starter 75, Pro 1,000, and Team and Business scale up from there.

Can I reuse the same rules across clients?

Yes — that's the whole point for consultancies and firms. Build a rule set once, then point it at any client, file, or project. Every export gets handled the same way, every time, so you're never rebuilding the same cleanup in a fresh spreadsheet.

Get started

Stop cleaning data by hand

Morph is live. Create an account, connect your first source, and run a transformation in minutes — no developer required.

  • Free to start — no credit card required
  • Set up your first rule in minutes
  • Source data processed in transit, not warehoused

Ready when you are

No credit card. No sales call. No data warehousing.