## Align Your Banking and Project Operations in One Workflow For startups and growing teams, keeping Mercury banking data in sync with Smartsheet project plans is a constant struggle. Budget approvals live in one tool, milestone tracking lives in another, and the gap between finance and execution costs time and accuracy. Neotask bridges Mercury and Smartsheet so your treasury data and project timelines move together — automatically.
Neotask acts as your AI-powered integration layer, reading signals from Mercury and reflecting them directly inside your Smartsheet workspace. No manual exports, no copy-paste reconciliation.
When a Mercury transaction clears — a vendor payment, a payroll run, a one-time expense — Neotask can log that event against the corresponding row in your Smartsheet project plan. Your project budget column stays current without anyone touching a spreadsheet.
Startups running Mercury as their primary banking layer can now treat financial data as a first-class input to project planning. Neotask makes it possible to:
Traditional financial project management requires a finance analyst, a project manager, and a shared spreadsheet that nobody trusts. With Neotask coordinating Mercury and Smartsheet, the data flows without the back-and-forth:
Neotask is purpose-built for teams that need workflow automation without a developer on call. The Mercury + Smartsheet integration is configured in plain language — describe what you want to happen, and Neotask builds and runs the workflow.
"We stopped doing weekly finance-to-PM syncs entirely. Neotask keeps our Smartsheet burn tracker updated from Mercury every night."
Whether you are managing a single product launch or a portfolio of initiatives, Neotask gives your team a live, accurate picture of where money is going and how projects are progressing.
Neotask monitors your Mercury account for transactions and balance changes, then maps those events to rows, columns, or status fields in your Smartsheet workspace. You configure the mapping once in plain language, and Neotask keeps both tools in sync on a schedule or in real time as events occur.
Yes. Neotask is well-suited for startups that use Mercury as their primary banking layer and Smartsheet to track projects, budgets, or OKRs. The integration is designed to be configured without engineering resources, making it practical for small finance and operations teams.
Neotask supports several trigger types: a specific Mercury transaction posting, an account balance crossing a defined threshold, a recurring schedule (daily, weekly), or a manual run. Each trigger can update one or more Smartsheet rows, columns, or attachments depending on your workflow requirements.
Let Neotask keep your Mercury banking and Smartsheet projects in lockstep — so your team focuses on execution, not data entry.
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