Neotask turns Mercury into your autonomous treasury department - monitor balances, send payments, and manage recipients without logging into the banking dashboard.
Monitor account balances and transaction activity across all Mercury accounts in real time
Send domestic wires, international wires, ACH debits, and checks through natural conversation
Manage payment recipients and reconcile transactions without switching to a browser
What You Can Do
Mercury through Neotask gives you conversational control over your startup's banking operations. Thirteen actions cover the full treasury workflow:
Area
Actions
What They Do
Accounts
Get account, list accounts
View any Mercury account's details and browse all accounts in your organization
Balances
Get balance, list balances
Check available and pending balances across accounts
Transactions
List transactions, get transaction
Review transaction history with filters, pull details on any specific transfer
Recipients
Create recipient, list recipients, get recipient
Add new payees, browse your recipient directory, look up recipient details
Payments
Send domestic wire, send international wire, send ACH debit, send check
Move money domestically or internationally through any supported rail
Every action runs autonomously or requires your approval - you decide.
Try Asking
"What's our current available balance across all Mercury accounts?"
"Show me all transactions from the operating account this week"
"Send a domestic wire for $15,000 to our landlord for March rent"
"Add a new recipient for our overseas supplier in Berlin"
"Pull up the details on that $4,200 ACH from yesterday"
"How much did we spend on outbound wires last month?"
"Send a check to our law firm for the retainer invoice"
"List all recipients we've sent international wires to this quarter"
Pro Tips
Enable approval gates for any payment over a threshold so wires require human sign-off before execution.
Schedule daily balance checks with automations to get a morning treasury briefing in Slack or Teams.
Use multi-agent teams to reconcile transactions against your invoicing system - one agent pulls Mercury data, another matches it to open invoices.
Group Mercury with your accounting tool in an app group so agents can cross-reference payments and ledger entries in one workflow.
ACH debits are useful for pulling funds from customer accounts - combine with CRM data to automate collections.
Multiple workspaces and capacity for larger teams.
Works Well With
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Discord - Connect Discord and Mercury with Neotask to deliver real-time startup banking alerts, treasury notifications, and financ...
Google Calendar - Connect Google Calendar and Mercury to automate payment scheduling, cash flow planning, and banking workflows for your s...
Google Chat - Connect Google Chat and Mercury with Neotask to automate banking alerts, payment notifications, and treasury updates dir...
Google Contacts - Connect Google Contacts and Mercury to automate payee management, sync vendor contacts, and streamline banking workflows...
Google Docs - Connect Google Docs and Mercury with Neotask to automate financial report creation, banking documentation, and treasury ...
Google Meet - Connect Google Meet and Mercury with Neotask to streamline startup meeting banking, investor meeting finance workflows, ...
Google Tasks - Connect Google Tasks and Mercury with Neotask to automate financial task management, payment tracking, and treasury work...
HubSpot - Connect HubSpot CRM with Mercury banking to automate sales finance workflows, sync deal data with payments, and keep you...
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OpenAI - Connect Mercury banking with OpenAI through Neotask. Automate financial reporting, monitor API costs, and build AI-power...
Slack - Get Mercury banking notifications in Slack. Neotask sends transaction alerts, balance updates, and treasury notification...
Smartsheet - Connect Mercury banking with Smartsheet project management using Neotask. Automate treasury project tracking, align spen...
Square - Reconcile Square sales with Mercury banking. Neotask automates deposit matching, revenue tracking, and cash flow reporti...
Telegram - Connect Mercury banking to Telegram with Neotask. Get instant balance alerts, payment notifications, and treasury update...
Vercel - Connect Mercury and Vercel with Neotask to automate financial tracking, deployment alerts, and spend reporting for your ...
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