Mercury offers radically different banking designed to help you accomplish everything you want with your money. Read on to hear about ways we’ve upgraded your experience this month.
MercuryInsights is now live in your dashboard, giving you an overview of your financial data — whether you’re tracking your business or your personal spending. For business accounts, interactive charts and tables update automatically so you always know where things stand: filter and compare by time periods, get AI-powered cashflow alerts and ask a chatbot questions like “Why did expenses increase this month?”
You can now use Mercury MCP (Model Context Protocol) to securely connect your Mercury account to AI tools like ChatGPT and Claude. Ask questions about your finances and explore your data directly in your preferred AI model, no exports required. Built with OAuth, multi-factor authentication, and 24-hour token expiration, MCP matches the security of your Mercury dashboard with read-only access. It’s a safer, simpler way to explore your finances with AI, and to learn more about your balances, transactions, cards, recipient activity, and more.
We now automatically categorize your transactions, no extra work required. That means clearer visibility into where your money is going and which categories are driving costs, so you can spot patterns and opportunities to optimize faster. You’re always in control: review, approve, or edit any suggested category at any time. And the more you adjust, the smarter Mercury gets over time.
Turn on automated payment reminders and we’ll nudge your customers on a simple schedule — one week before, one day before, one day after, and one week after the due date — as long as the invoice is still active and unpaid. Now you can have a more predictable cash flow while you stay focused on running your business.
If you’re a Mercury Plus subscriber, you can now schedule time with an implementation manager to get set up on Mercury with confidence. We’ll partner with you to understand your goals, walk through key workflows like branded and recurring invoices or reimbursements, and make sure your account is configured to support how you actually operate.
Each session is tailored to your needs so you can get the most out of your subscription from day one.
Auto transfer rules now support custom nicknames and a built-in transaction history, so your cash management automations are easier to organize and track at a glance.
Using passkeys on iOS just got easier. You can now log in faster with a dedicated passkey button and view, add, or remove passkeys from the Mercury iOS mobile app.
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.
Deanna Shen is the Product Marketing Lead for Mercury's New Product offerings, which include Invoicing, Taxes, and more. On her off hours you'll find her traveling, heads down in a good puzzle, and buying shiny gems and jewelry.
