Mercury is designed to simplify your essential financial workflows by powering them directly from your bank account. Read on to discover more ways we’ve improved your experience this month.
🏃Make same-day transfers in Mercury Treasury
Mercury Treasury, a Mercury Advisory product, now offers same-day transfers, so you never have to choose between earning yield and getting the liquidity your business needs. Same-day transfers
Mercury Treasury is available for customers who have a balance of >$500K across their Mercury accounts. Check out our demo.
👥 Filter and track recipient payments with ease
The new and improved Recipients page lets you quickly see the total amount paid to each of your recipients, sort for top vendors, and filter by year — perfect for collecting essential tax documents and keeping an eye on vendor spend.
More resources: demo link, help center article.
🗄️ Save custom views of your transaction data
New to the Transactions page: data views. Easily create custom data views by applying frequently used filters and saving them for quick access in the future. Whether you’re tracking pending card transactions or reviewing last month’s marketing spend, you’ll be able to narrow in on key insights in a snap.
More resources: demo link, help center article.
🔔 Nudge employees to upload receipts in a single click
Tired of chasing receipts at the end of the month? Admins and bookkeepers can now notify employees about missing receipts and notes directly from the Accounting page. Look for the “Actions” column on the far right — if the transaction is missing a receipt, there will be a bell icon you can click to notify the employee.
More resources: demo link, help center article.
🧾iOS: Upload receipt images to Mercury with a nifty shortcut
Our iOS app users can now upload receipts to Mercury directly from their Photos app. When you have a file to upload, just tap the share icon in the bottom left corner and select Mercury from the app selection. From there, we’ll match it to the right transaction automatically.
More resources: help center article.
Bite-sized improvements:
- Put a face to your name on Mercury. You can now upload a profile picture by heading to Settings > My Profile. If you have multiple organizations on Mercury, you can choose whether to apply it per organization or across all linked organizations.
- Here’s another fun easter egg for Mercury iOS app users. Navigate to Settings by clicking the profile icon in the top right corner of your Mercury dashboard, click “Appearance,” and select the Mercury App icon of your choosing.
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.
Mercury Treasury, offered by Mercury Advisory, LLC, an SEC-registered investment adviser, seeks to earn net returns up to 4.46% annually on your idle cash. Net return or yield provided assumes total Mercury deposits of $20M+, is accurate as of 03/17/2025, and is subject to change.
This communication does not constitute an offer to sell or the solicitation of any offer to purchase any security. Funds in Mercury Treasury are subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. Some of the data contained in this message was obtained from sources believed to be accurate but has not been independently verified. Please see full disclosures at mercury.com/treasury. Mercury Advisory is a wholly-owned subsidiary of Mercury Technologies