Accounting & Financial Ops

Get into the numbers.
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Mercury for Accountants resource library

Your trusted source of accounting resources, insights, and more

View All in Mercury for Accountants
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Accounting & Financial Ops

Step 1: Signal and stories

Learn why accounting professionals choose Mercury — a financial platform built for you and your clients.
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Mercury
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Accounting & Financial Ops

Step 2: Welcome to Mercury for Accountants

You’re in! Here’s what to expect as a Mercury partner.
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Mercury
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Accounting & Financial Ops

Step 3: Accountant set-up

This one-stop resource helps you streamline onboarding, explore partner perks, and confidently advocate for modern banking solutions.
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Mercury
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Accounting & Financial Ops

Step 4: Product discovery

Explore Mercury’s features in our demo account.
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Mercury
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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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Mercury
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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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Mercury
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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
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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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Mercury

Explore All in Accounting & Financial Ops

Explore All Topics

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Resources for running your business effectively.

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Company News

Announcements and updates from Mercury.

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Customer Stories

How businesses are building and growing with Mercury.

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Deep Dives

Beneath the surface, into the archives, down the rabbit hole, and beyond.

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Founder Features

Spotlight on ambitious builders and thinkers.

A starry pile of coins | Fundraising | Mercury Blog
Fundraising

Articles on connecting with investors and funding your vision.

Two knights | Go-to-Market | Mercury Blog
Go-to-Market

All about launching, positioning, and distributing your product.

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Ideas

Perspectives on entrepreneurship, business, and more.

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Product Updates

The latest Mercury releases and product news.

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Scaling & Growth

Resources for reaching the next level.

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Starting a Business

Resources to help you build.

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.