Mercury for Accountants
Streamline your clients’ finances, boost your firm’s productivity, and access dedicated support and partner perks.
Manage multiple clients from a single login
Oversee all your clients through your Advisor Portal
- Assign your team to specific projects and clients
- Easily find and download statements in bulk with one click
- Quickly toggle between balances, transactions, and other info
Enable your clients to operate at their best
Accounting Automations- Integrate with QuickBooks, Xero or NetSuite
- See clients paid bills, cards, and bank transactions in one place
- Automatically categorize transactions using custom mapping rules
Perks and benefits for your firm
- Dedicated onboarding and ongoing support for your firm and clients
- Up to $1,000 in referral bonuses per client approved
- Free subscription to Mercury Pro for your firm
- Library of resources for accountants
- Custom partnership opportunities for top referrers
Why accountants love Mercury
Working with clients’ banks used to slow accountants down. Being a partner with Mercury for Accountants changes everything. Its efficiencies make it a preferred choice for accountants and their clients.
Kenji Kuramoto
Founder
Acuity
Accounting Services
For a core group of my clients, having one place for AP, AR, banking, and credit card spend is game-changing. It cuts down on app fatigue, with everything in on place.
Dan Luthi
Partner
Ignite Spot Accounting
Accounting Services
Having the level of access and information that Mercury provides to our customer accounts has removed a lot of pain from the month end process.
Chris Hervochon
CPA, CVA
Better Numbers
Accounting Services
Mercury truly is the best banking platform out there in terms of UX and integrations. I recommend Mercury for all our startups and most of our small business.
Christopher Millard
CEO
IBEX Consulting
Accounting Services
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Become a Mercury Accountant Partner
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