Sync Mercury transactions, balances, and accounts into BigQuery for SQL-powered startup financial reporting.
Pull Mercury transactions into BigQuery automatically, replacing manual CSV exports with live warehouse data.
Write daily Mercury account balance snapshots to BigQuery for Looker and Data Studio dashboards.
Query Mercury transaction data with BigQuery SQL to categorize spend and generate financial reports on demand.
Neotask pulls Mercury transactions via List Transactions and inserts them into BigQuery so finance teams query live data instead of spreadsheets.
Daily balance snapshots from Mercury land in BigQuery, powering Looker and Data Studio cash flow dashboards without manual data entry.
Run a SQL spend-by-vendor query against Mercury transaction data in BigQuery to identify top expenses each quarter.
BigQuery Run Query jobs execute on a schedule, delivering recurring startup financial reporting without engineering involvement.
Load raw Mercury transactions into BigQuery and apply SQL classification rules to categorize spend across departments.
Tell Neotask which Mercury accounts to pull and which BigQuery dataset and table to load transactions into.
Neotask matches Mercury transaction fields - amount, date, vendor, account - to your BigQuery table columns automatically.
Set a daily or on-demand schedule; Neotask inserts new Mercury rows into BigQuery and confirms row counts on each run.
| Automation | Mercury Action | BigQuery Action |
|---|---|---|
| Transaction sync | List Transactions |
Insert Rows |
| Balance snapshots | Get Account |
Insert Rows |
| Spend analysis | List Transactions |
Run Query |
| Report generation | - | Run Query (scheduled) |
Startup finance teams lose hours each week exporting Mercury transaction CSVs and reformatting them for analysis. Connecting Mercury directly to BigQuery eliminates that entirely.
Neotask reads Mercury transactions using the List Transactions endpoint and inserts rows into your BigQuery finance dataset. You get a continuously updated transaction table that your team queries with standard SQL - no pipelines to maintain.
Daily balance snapshots write Mercury account balances into a BigQuery time-series table. Connect Looker Studio or any BI tool on top and your cash flow dashboards update automatically each morning.
Raw transaction data in BigQuery lets you run SQL-based spend categorization across vendors, teams, or cost centers. Schedule recurring queries to generate startup financial reporting on a set cadence.
Finance teams at seed and Series A startups use this pairing to move from spreadsheet-based reporting to warehouse-scale data warehouse analytics. It suits any team that wants SQL access to mercury banking analytics without building custom ETL.
Describe the sync you need in plain language - for example, "load all Mercury transactions from this month into our BigQuery finance dataset partitioned by date." Neotask maps Mercury fields to your table schema and handles the transfer.
Partition your BigQuery table by transaction date so recent-data queries run faster and cost less.
Use insert mode rather than replace so your BigQuery table builds a complete historical transaction record over time.
Store your Mercury API key and BigQuery service account credentials as Neotask secrets so automations run unattended.
Neotask calls the Mercury List Transactions API, formats each transaction as a BigQuery row, and uses the Insert Rows method to load them into your target table. You specify the dataset, table, and schedule in plain language.
Yes. Neotask can run BigQuery Run Query jobs and return results directly in the conversation. This lets you ask financial questions and get SQL-backed answers without opening the BigQuery console.
You can specify a date range when describing the sync - for example, "load all transactions since January 1." Neotask will paginate through Mercury's API and insert the full history into BigQuery.
Neotask needs a service account with BigQuery Data Editor and BigQuery Job User roles on the target dataset. You provide the credentials once and Neotask handles all subsequent inserts and queries.
Connect Mercury and BigQuery in under 2 minutes. Financial analytics without CSV exports.
$0/mo
Download without a card and start for free.
$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
Explore: Integrations · Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs