Accounting & Financial Ops

Step 1: Signal and stories

Learn why accounting professionals choose Mercury — a financial platform built for you and your clients.
Mercury for Accountants partner journey, step one, Mercury discovery icon

By: Mercury
April 25, 2025

Why accounting professionals choose Mercury

With Mercury’s powerful checking and savings accounts, you get: 

  • No monthly fees
  • Up to $5M in FDIC insurance
  • Free ACH, USD wires, and checks, along with a 1% exchange fee on non-USD international wires
  • Virtual cards that let you specify expenses to individual clients, set customizable limits for easier reconciliation, and get 1.5% cashback on all credit spend
  • Access to mutual funds and up to 4.36% yield, along with additional capital protection with Mercury Treasury

Modern banking for modern accountants

Whether you’re managing multiple clients or simply want more of your tools to work together, Mercury lets you:

  • Reliably sync clients’ transactions with integrations for QuickBooks,NetSuite, and Xero
  • Process unlimited bills for free with a dedicated AP inbox, approval roles, and OCR technology 
  • Send invoices, track what’s owed, and get paid all in the same place you manage your banking
  • Keep payroll accounts in a target range each pay cycle with auto-transfer rules

Simplified tax season (every season)

Save time and effort across your clients and make year-end tasks less complex with Mercury’s all-in-one platform:

  • Parse your data and export it for 1099 filing
  • Easily request W-9s from multiple contractors and vendors with just a few clicks
  • Set custom mapping rules that automatically categorize transactions
  • Free yourself up to focus on higher-value advisory services

Accounting Partner perks

Accelerate your firm’s growth with tools, resources, and benefits exclusively for accountants and your clients:

Ready to make the switch?

Make this year more efficient with a powerful suite of tools designed to simplify financial operations, save you time during tax season, and streamline your client workflows. 

Learn more about our Mercury for Accountants Partner Program and connect to our experts today to see how Mercury works for accountants like you.

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Disclaimers and footnotes

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