Accounting & Financial Ops | Mercury

ROI spend management

Accounting & Financial Ops

How to choose the right spend analytics platform for your business

You probably already have plenty of spend data in your business. But do you know how to use it to make informed decisions? The right spend analytics tool can change everything.

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Accounting & Financial Ops

What to look for in business bill pay software — beyond basic payments

The best bill pay software does more than just send money. It saves time, reduces risk, and supports growth. Here’s what modern bill pay tools should include.

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The hidden work behind every overnight AI startup

Accounting & Financial Ops

How AI is transforming spend management

Modern AI spend management software can reduce manual work and improve spending visibility while maintaining financial control. Here’s how AI is changing spend management, plus tips on what to look for in an AI-powered platform.

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Monitoring finances

Accounting & Financial Ops

10 must-have features in any expense management platform

Growing transaction volumes, complex approval chains, and slow month-end closes could mean you need new expense management software for your startup. Here’s how to find the right one.

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Common financial pitfalls for startups to avoid

Accounting & Financial Ops

What is maverick spend, and why is it draining your budget?

In this guide to maverick spend, learn why it happens and how to reduce off-policy purchases, without slowing your team down.

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Zolzaya Erdenebileg

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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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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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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Accounting & Financial Ops

Step 4: Product discovery

Explore Mercury’s features in our demo account.

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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 7: Client setup and workflows

Helpful tips for transitioning your firm onto Mercury.

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Accounting & Financial Ops

Step 8: Stay connected

Now that you’ve explored Mercury for Accountants resources, stay connected and follow along on social media.

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