Release notes
The latest Mercury product releases and updates.
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Mar 11, 2026
Real-time financial clarity, built right in
Mercury Insights is now live in your dashboard, giving you an overview of your financial data — whether you’re tracking your business or your personal spending. For business accounts, interactive charts and tables update automatically so you always know where things stand: filter and compare by time periods, get AI-powered cashflow alerts and ask a chatbot questions like “Why did expenses increase this month?”
Mar 11, 2026
Transactions, now categorized for you
We now automatically categorize your transactions, no extra work required. That means clearer visibility into where your money is going and which categories are driving costs, so you can spot patterns and opportunities to optimize faster. You’re always in control: review, approve, or edit any suggested category at any time. And the more you adjust, the smarter Mercury gets over time.
Mar 2, 2026
Auto-transfer rules updates
Auto transfer rules now support custom nicknames and a built-in transaction history, so your cash management automations are easier to organize and track at a glance.
Feb 18, 2026
Set automated reminder notifications for invoicing
Turn on automated payment reminders and we’ll nudge your customers on a simple schedule — one week before, one day before, one day after, and one week after the due date — as long as the invoice is still active and unpaid. Now you can have a more predictable cash flow while you stay focused on running your business.
Jan 12, 2026
Updates to creating auto-transfer rules
Easily create auto-transfer rules with natural language. Just describe the money movement you want to automate, and AI will create a custom rule you can activate with one click.
Jan 1, 2026
File 1099s right in your account
If your business paid a vendor or contractor more than $600 in 2025, you may need to file a 1099, which you can now do directly inside your Mercury account without any separate tools or exports.
Just head to the new Taxes section under Payments in your Mercury dashboard, where you can manage all your recipient profiles and request W-9s, auto-fill 1099 forms with existing payment data, file federal and state 1099 forms, and even track, edit, void, or resubmit forms. Mercury Plus and Pro subscribers can even file federal and state 1099-NECs and MISCs for free.
Just head to the new Taxes section under Payments in your Mercury dashboard, where you can manage all your recipient profiles and request W-9s, auto-fill 1099 forms with existing payment data, file federal and state 1099 forms, and even track, edit, void, or resubmit forms. Mercury Plus and Pro subscribers can even file federal and state 1099-NECs and MISCs for free.
Dec 29, 2025
Try Mercury’s MCP with your preferred AI
You can now use Mercury MCP (Model Context Protocol) to securely connect your Mercury account to AI tools like ChatGPT and Claude. Ask questions about your finances and explore your data directly in your preferred AI model, no exports required. Built with OAuth and multi-factor authentication, MCP matches the security of your Mercury dashboard with read-only access.
Dec 22, 2025
Invoice tracking on your phone
Running your business on the go just got a little easier. Now, you can track invoices you’ve sent from your account right in your Mercury app. Just head to the Move Money tab in the mobile app (you'll need the most recent version), and you’ll be able to send payment links and track invoices in one place.
Dec 15, 2025
Custom roles for how your business works
No two businesses are the same, but banking has traditionally locked you into a one-size-fits-all approach to roles and permissions. With Mercury, you can now create and reuse custom roles to fine-tune exactly what your team can access and what actions they can take. We’ve also added a new Approvals permission so teammates who aren’t full admins can approve payments and reduce bottlenecks.
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