Connect your business banking with contact management so every payment and vendor relationship stays perfectly organized.
Match Mercury transactions to the right vendor or client contact automatically.
Pull up contact details for payees and partners without leaving your banking workflow.
Keep names, companies, and payment history connected in one intelligent workflow.
Identify who sent or received a Mercury payment by cross-referencing your Google Contacts.
Find the contact details for an outstanding payment and reach out directly.
Add a new vendor to Google Contacts and link them to a Mercury recipient record.
Look up the company contact for an unfamiliar transaction to confirm legitimacy.
Summarize all payments tied to a specific client contact in Mercury.
Keep contractor contact info in sync with their Mercury payment activity.
Connect Google Contacts and Mercury to Neotask through secure setup.
Use plain language to query transactions, find contacts, or update records.
Neotask returns results and takes action on your behalf.
| Google Contacts Action | Mercury Action | Use Case |
|---|---|---|
| Contact lookup | Payment identification | Transaction matching |
| Email retrieval | Invoice follow-up | Payment coordination |
| New contact creation | Recipient record | Vendor onboarding |
| Company search | Transaction lookup | Expense reconciliation |
| Contact history | Payment summary | Client overview |
| Contractor profile | Payment activity | Contractor tracking |
Managing a business means constantly moving between people and money. Mercury handles your banking, Google Contacts holds your relationships. Neotask bridges the gap.
When a payment comes in, Neotask can help you identify the contact behind it. When you need to pay a vendor, you can look up their information from Google Contacts and confirm the correct Mercury recipient.
A founder uses Neotask to reconcile end-of-month payments. A freelancer finds the email of a client who sent a partial payment. An operations lead onboards a new vendor in one step.
Connect Google Contacts and Mercury to Neotask through a simple authorization flow.
Use consistent company names in Google Contacts and Mercury so Neotask can match records.
Tag contacts by type (vendor, client, contractor) for faster payment category queries.
After onboarding a new vendor, ask Neotask to confirm their contact and Mercury details are aligned.
Yes. You can instruct Neotask to add or update a contact using details from a Mercury transaction.
Neotask accesses Mercury data only when you make a request. It does not store transaction data.
Neotask can help cross-reference contacts and payments to support your reconciliation process.
Neotask will let you know and can offer to create one based on available transaction details.
Neotask links Google Contacts and Mercury so payments and people are always in sync.
$0/mo
Download without a card and start for free.
$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
Explore: Integrations · Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs