Inside Mercury

February 2024 — mind-reading search, panoramic views & 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.


Smart prompt search | Mercury

Your beloved search bar now has even more time-saving shortcuts. Just enter a simple phrase to complete banking tasks — such as “send $5K to Jason Green.” In addition to sending money, you can issue cards, transfer between accounts, invite new team members, and more — no need to dig through your dashboard.

🌄 Take in a panoramic view of all your orgs

Panorama | Mercury

Users who oversee multiple organizations on Mercury can now enjoy a bird’s-eye-view of all their accounts at once. To get the full view of your organizations, click “Panorama” from your sidebar. This will give you a snapshot of account balances, transactions, and options to batch-download your bank statements.

📑 Review and approve payments in bulk

Bulk approvals and reviews | Mercury

Stay in control (and on track) by reviewing and approving payments in bulk. Quickly select multiple invoices to either approve or deny them in one click, or opt for a closer look by swiftly reviewing them in sequence with the details in full view. Head to the “Needs Approval” queue on your “Payments” page to try it out.

📱 iOS updates: Lock cards to merchants & issue checks right from the app

Merchant cards | Mercury

If you use Mercury on the fly, you can now issue merchant-locked cards right from the Mercury iOS app. Merchant-locked cards allow you to assign a debit or credit card to a specific vendor, making it easier to control employee and subscription spend. Quickly issue new merchant-locked cards right from your Cards screen, or add a merchant lock to any existing virtual card by tapping on its details and choosing the vendor you’d like to lock it to.

Also new to the mobile app: more ways to get squared up. Starting now, you can issue check payments in addition to domestic wires and ACH payments.

Bite-sized improvements:

  • On desktop, you can easily drag and drop a receipt into a transaction’s details to document a recent purchase.

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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