FinanceAI teammates for Mercury
Understand cash movements and prepare transactions for bookkeeping.
Your Mate
Your result
The request
Prepare a cash flow summary for your finance review
Result and follow-up
Review the work with your Mate.
More work to hand off
- Export transactions for your bookkeeper to check
- Flag unusual spending in the month's account activity
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
What needs your approval
Changes to Mercury need your approval.
Connecting Mercury
- Connection
- API key
- Setup
- About 5 minutes
Setup instructions
Generate an API token in Mercury under Settings → API Tokens. Tokens provide read/write access to your accounts and transactions.
Mercury setup guide
Stripe
QuickBooks
Slack
Google Sheets