Accounting & Financial Ops
Step 4: Product discovery
Explore Mercury’s features in our demo account.

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.
Every month we provide product updatesOpens in new tab which often include new or refreshed features for bookkeepers, accountants, and their firms. Check back periodically as we release these updates on a rolling basis.
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.
Take the next step in the Mercury for Accountants journey

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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Step 6: Client identification, assessment and conversation
Find out if Mercury is a good fit for your clients.
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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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