Inside Mercury

December 2023 — receipt policies, new dashboard & more

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Mercury

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Linegraph tracking a Mercury account balance
Banking engineered for startupsExplore MercuryMercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.
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Mercury is engineered to make sure you don’t lose sleep thinking about banking.

Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.
1 Keep reading to discover the latest ways we've improvedd your banking experience.


🧾 Streamline your expense tracking with receipt policies

Receipt management | Mercury

The key to keeping your employees accountable, your bookkeeper sane, and your company compliant? Setting a receipt policy with custom criteria so that cardholders know exactly when they’re required to upload a receipt for credit and debit transactions.

2The Mercury Debit Cards are issued by Choice Financial Group and Evolve Bank & Trust, Members FDIC, pursuant to licenses from Mastercard. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard.
2 And with the Mercury mobile app, they can even attach receipts on the go and receive reminders about missing ones.

🏠 Settle into your new homepage

Gif of new homepage | Mercury

Your command center just got a serious upgrade. Snap into action with quick access to your accounts, harness monthly cash flow insights to determine where to cut costs, and stay in the loop with up-to-the-minute transaction history.

🆔 Verify your identity with the Mercury app

Gif of mobile 2FA | Mercury

By now, you're probably used to third-party authenticator apps and Mercury's 2-factor authentication. To make your login process even smoother, we've built a new feature that allows you to use your iOS or Android Mercury app for 2FA instead, available upon signup. This step-by-step guide will walk you through the setup.

Bite-sized improvements:

  • Accidentally remove a team member from your org? There’s an “undo” button for that: just go to your Team page and submit a “Restore” request.

Don't have a Mercury account yet? Give our customizable demo a spin — it’s outfitted with all our latest bells and whistles to give you the full product experience.

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Mercury

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