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Cashflowy + Mercury

Mercury is a business finance platform that works well for incorporated service solopreneurs.

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How it works

Mercury works with Cashflowy

Connect Mercury to Cashflowy through Plaid and every transaction syncs automatically, categorized and matched to the right account, so your books stay current without manual entry.

  • Connect through Plaid

    Securely link your Mercury account in a couple of clicks, no spreadsheets.

  • Transactions sync automatically

    New activity flows into Cashflowy on its own, so your books stay current.

  • Categorized cleanly

    Each transaction maps to the right account and category, ready for your reports.

Read-only access through Plaid. Cashflowy never stores your Mercury login credentials.

Setup

Connect Mercury in three steps

No CSV imports, no manual reconciliation, most people are done in a few minutes.

  1. 1Choose your institution
    MercuryConnect
  2. 2Log in securely
    Read-only via Plaid

    Cashflowy never sees or stores your login.

  3. 3You’re synced
    • Client payment+$4,500
    • Software subscription−$59

Your bank is connected. Now see exactly what you can pay yourself.

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