Accounting & Financial Ops | Mercury

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Accounting & Financial Ops

Invoice coding best practices for startups

Learn how to build simple, scalable invoice coding processes for accounts payable and receivable.

By

Zolzaya Erdenebileg

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Accounting & Financial Ops

Business loan default: What happens if you miss a payment?

Learn what qualifies as a business loan default, the consequences founders face, and steps you can take to protect your finances.

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Accounting & Financial Ops

ACV, ARR, CARR, or MRR? An overview of the most common revenue metrics

A practical guide for early-stage SaaS founders building dashboards, investor updates, and fundraising decks

By

Zolzaya Erdenebileg

Calculator with bar chart

Accounting & Financial Ops

Explaining gross margin — and why it may matter more than revenue

Revenue can look impressive, but gross margin tells the truth about your business. Learn which growth metrics you really need to pay attention to, and why.

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Invoice illustration with coins and arrow pointing up

Accounting & Financial Ops

Anatomy of an invoice: What to include (and what not to)

Well-structured, professional invoices support strong financial operations and build credibility. Here’s a guide on what to include — and what to leave out — so you can get paid faster and avoid costly mistakes.

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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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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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Disclaimers and footnotes

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.