Mercury easily connects to your payment stack and accounting tools to help you streamline operations. To set up integrations, go to Settings > Integrations, then select your provider.
You can:
- Add Mercury as your bank account in platforms like Stripe, Shopify, or Amazon for payouts
- Integrate with QuickBooks, Xero, or NetSuite to automatically sync transactions directly to your accounting software
Once your integrations are set up, create custom categories for common expense types (e.g. “Travel,” “Remote Work Setup,” or “Events”) to organize transactions and simplify reconciliation.
To create a category:
- Go to Settings > Categories
- Click Create Category, enter a name, and choose where it applies (card spend, reimbursements, or other transactions)
To automate GL coding for each category:
- Go to Accounting > Settings in the upper-right corner
- Click Create a Rule to map a category to the correct GL code
Tip: Invite your accountant as a View Only or Accountant role to streamline tax prep and reconciliations.
Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.