Close the books like clockwork

Speed up month-end close with accounting automations that sync all your bills, cards, and bank transactions from your Mercury account.

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Landing page of Mercury software accounting feature showcasing user interface and functionalities.

Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.

Maintain accurate records with less effort

Easily sync with QuickBooks, NetSuite, and Xero

Categorize your bills and expenses within Mercury by syncing to your accounting software — saving you time and minimizing manual errors.

Exit out of your endless tabs

See all your bills, cards, and bank transactions in one place for easy cross-referencing and categorization.

Automatically categorize card transactions

Create custom rules to map merchants to your GL codes and apply them automatically — saving your employees the effort and potential for error.

Streamline employee expense reporting

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Minimize back and forth. Maximize efficiency.

Give your team the right level of access

Customize user permissions for your finance team and external bookkeepers, or securely send bank statements in a few clicks.

Easily request and store tax documents

When you’re ready to pay a vendor, request their W-9 or W8-BEN and store them within Mercury.

Access an entire financial platform powered by the bank account

Advanced automations. Transparent pricing.

Try our enhanced NetSuite automation and financial workflows for free until August 1st.

FAQs

Mercury currently supports direct integrations with QuickBooks Online, NetSuite, and Xero. CSV file downloads are available, which you can upload to your accounting platform of choice.

QuickBooks and Xero enriched automations, as well as the ability to import bank feed connections across QuickBooks, Xero, and NetSuite, are free. Additionally, many of our employee spend and expense reporting features — like debit and IO credit cards, receipt policies and reminders, and user permissions for your team — will continue to be free.On August 1st, customers will have the option to select a paid plan (starting at $35/month) to use our enriched NetSuite accounting automation, as well as to pay all of their monthly bills. But until August 1st, these features will be free and available for all customers to try. Learn more about pricing.

You can assign GL codes to your bills, credit and debit card transactions, incoming and outgoing wires, ACH transfers, card transactions, and checks across NetSuite, Xero, and QuickBooks. The transaction types currently excluded are internal transfers and Treasury transactions.

We limit access to a company’s accounting automations set-up to the account’s admins and bookkeeper roles. We’re currently working on allowing you to give custom access to other members of your team.

A simple solution 
for all your finances

Every company needs a bank account. Your team needs one that does more heavy lifting.

Disclaimers and footnotes

    Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust ®, Members FDIC. Deposit insurance covers the failure of an insured bank.