Banking Integration
Sync Mercury bank feeds directly into your books
Connect your Mercury bank account to FinStackk so every transaction feeds directly into your books. Your FinStackk team categorizes and reconciles Mercury activity as part of your monthly close, no manual statement uploads.
Built on a SOC 2 compliant platform
FinStackk is SOC 2 compliant, and every integration connection uses read-only or scoped access, so your data is only ever pulled for bookkeeping and reconciliation, never used to move money without your authorization.
Why connect this integration
Automatic Bank Feed
Mercury transactions sync daily, no manual CSV uploads or statement imports.
Multi-Account Support
Connect multiple Mercury accounts and sub-accounts and see them consolidated.
Faster Monthly Close
Bank reconciliation happens continuously instead of all at once at month-end.
Real-Time Cash Visibility
See Mercury balances alongside runway and burn-rate tracking in FinStackk.
How it works
Connect Your Mercury Account
Securely link Mercury to FinStackk with read-only bank feed access.
We Set Up Categorization Rules
Your FinStackk CPA reviews recurring transactions and sets up categorization rules.
Ongoing Sync & Reconciliation
New transactions sync automatically and are reconciled as part of your monthly close.
FAQs
Frequently asked questions
No. The Mercury connection is read-only and used only to pull transaction data for bookkeeping and reconciliation.