Mercury

Finance

Neotask turns Mercury into your autonomous treasury department — monitor balances, send payments, and manage recipients through OpenClaw without logging into the banking dashboard.

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.

    • Works Well With