Mercury

金融

Neotask 將 Mercury 轉變為您的自主資金管理部門--透過 Neotask 監控餘額、發送付款並管理收款人，無需登入銀行儀表板。

即時監控所有 Mercury 帳戶的帳戶餘額和交易活動
透過自然對話發送國內電匯、國際電匯、ACH 借記和支票
管理付款收款人並對帳交易，無需切換到瀏覽器

你可以做什麼

透過 Neotask 的 Mercury 讓您對新創公司銀行運營擁有對話式控制。13 個操作涵蓋完整的資金管理工作流程：

領域	操作	功能說明
帳戶	取得帳戶、列出帳戶	查看任何 Mercury 帳戶的詳情並瀏覽組織中的所有帳戶
餘額	取得餘額、列出餘額	跨帳戶檢查可用和待處理餘額
交易	列出交易、取得交易	使用篩選器查看交易歷史，提取任何特定轉帳的詳情
收款人	建立收款人、列出收款人、取得收款人	新增收款人、瀏覽收款人目錄、查詢收款人詳情
付款	發送國內電匯、發送國際電匯、發送 ACH 借記、發送支票	透過任何支援的管道在國內或國際轉移資金

每個操作都可以自主執行或需要你的批准--由你決定。

試試這樣問

"所有 Mercury 帳戶的當前可用餘額是多少？"
"顯示本週營運帳戶的所有交易"
"向我們的房東發送 15,000 美元的國內電匯用於三月房租"
"為我們在柏林的海外供應商新增一個新收款人"
"提取昨天那筆 4,200 美元 ACH 的詳情"
"上個月我們在外出電匯上花了多少？"
"向我們的律師事務所發送支票支付顧問費發票"
"列出本季我們發送過國際電匯的所有收款人"

進階技巧

為超過閾值的任何付款啟用審批關卡，以便電匯在執行前需要人工簽核。
透過自動化安排每日餘額檢查，在 Slack 或 Teams 中獲取早晨的資金管理簡報。
使用多代理團隊將交易與您的發票系統對帳--一個代理提取 Mercury 資料，另一個將其與未結發票匹配。
在應用程式群組中將 Mercury 與您的會計工具組合，讓代理在一個工作流程中交叉參考付款和分類帳條目。
ACH 借記可用於從客戶帳戶提取資金--結合 CRM 資料自動化收款。

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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Canva - Connect Cal.com and Google Classroom with Neotask. Automate classroom scheduling, booking workflows, and assignment dist...
Chargebee - Connect Chargebee and Mercury with Neotask to unify subscription billing and business banking. Automate revenue workflow...
Discord - Connect Discord and Mercury with Neotask to deliver real-time startup banking alerts, treasury notifications, and financ...
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 ...