Mercury

金融

Neotask 将 Mercury 变为您的自主财库部门--通过 Neotask 监控余额、发送付款并管理收款方，无需登录银行仪表板。

实时监控所有 Mercury 账户的账户余额和交易活动
通过自然对话发送国内电汇、国际电汇、ACH 转账和支票
管理收款方并对账交易，无需切换到浏览器

你可以做什么

Mercury 通过 Neotask 为您提供对初创企业银行业务的对话式控制。十三项操作覆盖完整的财库工作流程：

领域	操作	说明
账户	获取账户、列出账户	查看任意 Mercury 账户详情并浏览组织中的所有账户
余额	获取余额、列出余额	跨账户查看可用余额和待处理余额
交易	列出交易、获取交易	带筛选条件查看交易历史，获取任意特定转账的详情
收款方	创建收款方、列出收款方、获取收款方	添加新收款人、浏览收款方目录、查找收款方详情
付款	发送国内电汇、发送国际电汇、发送 ACH 转账、发送支票	通过任意支持的渠道在国内或国际转账

每个操作都可以自主执行或需要你的批准--由你决定。

试试这样问

"我们所有 Mercury 账户的当前可用余额是多少？"
"显示本周运营账户的所有交易"
"发送一笔 15,000 美元的国内电汇给我们的房东支付三月租金"
"为我们在柏林的海外供应商添加一个新收款方"
"查看昨天那笔 4,200 美元的 ACH 转账详情"
"上个月我们在出境电汇上花了多少？"
"给我们的律师事务所发一张支票支付顾问发票"
"列出本季度我们发送过国际电汇的所有收款方"

专业技巧

为超过阈值的任何付款启用审批门控，使电汇在执行前需要人工审批。
通过自动化安排每日余额检查，在 Slack 或 Teams 中获取早间财库简报。
使用多代理团队将交易与发票系统对账--一个代理提取 Mercury 数据，另一个将其与未结发票匹配。
将 Mercury 与您的会计工具分组到应用组中，让代理在同一工作流中交叉核对付款和账本条目。
ACH 转账适合从客户账户提取资金--结合 CRM 数据自动化收款流程。

Start free

Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

Works Well With

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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...
Linear - Connect Linear and Mercury with Neotask to automate issue tracking and startup banking workflows. Sync engineering cycle...
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 ...