SPIRITTMercury

Mercury
Turn bank records into finance follow-through

Build cash oversight, reconciliation, and finance evidence workflows from your Mercury accounts. Give SPIRITT the outcome and put your connected account to work.

SPIRITT Workspace input reading Connect me to Mercury, with the Mercury icon in a compact app tile.

What you can do with Mercury.

  • Work from complete records

    Read bank and treasury accounts, transactions, statements, and credit context with scoped pagination.

  • Keep money questions moving

    Route invoice, recipient, and approval-request exceptions to finance owners with exact references.

  • Build a reliable close

    Match transaction evidence and statements to accounting records without initiating transfers.

Get started in three steps.

01

Open your workspace

Start a SPIRITT workspace for your Mercury workflows, connected apps, and finished outcomes.

A workspace connected to payment operations
02

Connect Mercury

Connect Mercury and select the account and records your agent should work with.

SPIRITT Workspace input reading Connect me to Mercury, with the Mercury icon in a compact app tile.
03

Hand over a mission

Describe the result, scope, and handoffs. SPIRITT builds the workflow and follows the work through.

Payments and recurring operational workflows

Turn bank records into finance follow-through

Questions

Mercury, with SPIRITT.

01What can SPIRITT do with Mercury?+
Build cash oversight, reconciliation, and finance evidence workflows from your Mercury accounts. Read bank and treasury accounts, transactions, statements, and credit context with scoped pagination. Route invoice, recipient, and approval-request exceptions to finance owners with exact references.
02Can SPIRITT build an app around Mercury?+
Yes. Ask it to "build a cash operations desk". Build a restricted Mercury cash desk from bank accounts, treasury accounts, and complete transaction records for an agreed period. Calculate balances and movements reproducibly, route unexplained items to finance owners, and preserve account IDs and source timestamps on every view.
03How does SPIRITT keep financial totals trustworthy?+
It fixes the date range and transaction status, fetches complete pages within the supported scope, and reconciles source counts before calculating. If results truncate or the requested period exceeds the supported retrieval scope, it narrows the period rather than presenting partial data as a full ledger.
04How does Mercury work with my other apps?+
Connect the apps your mission uses. QuickBooks to reconcile the bank ledger; Xero to match accounting balances; Google Sheets to review cash controls. SPIRITT carries the handoff through and checks the result in the destination.
05What should I know about the Mercury connection?+
Mercury supplies financial reads, including transfer-approval visibility, not transfer initiation or approval. Complete scoped pagination is required for totals; truncated ledgers are rejected. Calculations use reproducible code, and sensitive attachments stay in restricted destinations.
06How do I get started with Mercury?+
Open a SPIRITT workspace, connect Mercury, and name the target records and desired outcome. Start with "Build a cash operations desk" or bring your own mission. Set the scope for changes and external actions, then let your agent run the work.
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