Accounting & Financial Ops

Step 4: Product discovery

Explore Mercury’s features in our demo account.
Mercury for Accountants journey map, step 4, product discovery
By: Mercury
May 15, 2025

Mercury’s powerful demo lets you learn first-hand how our tools can fit into your clients’ workflows, from banking and cards to cash management.

We can also help you understand how Mercury works versus traditional banking and other banking solutions as you prepare to talk to potential clients about switching.

Give Mercury a spin here.

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Accounting & Financial Ops

Step 5: Team set-up and training

Think your current bank is “good enough”? Dive into the reasons why Mercury can eliminate banking pain points.
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Accounting & Financial Ops

Step 6: Client identification, assessment and conversation

Find out if Mercury is a good fit for your clients.
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Accounting & Financial Ops

Step 8: Stay connected

Now that you’ve explored Mercury for Accountants resources, you can proudly share your partnership badge on socials.
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Accounting & Financial Ops

Step 7: Client setup and workflows

Helpful tips for transitioning your firm onto Mercury.
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Mercury

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.