Mercury

Connect Mercury and your assistant can work with your business banking — balances, transactions, statements, treasury, and credit — so cash briefs, spend answers, and transaction memos happen without leaving Town.

What’s included

With Mercury connected, your assistant can:

Read balances and accounts — checking, savings, treasury, and credit accounts
Search transactions and statements — activity across accounts, plus monthly statements
Keep the books tidy — set transaction notes and categories, and manage custom categories
Request payments and transfers — filed as requests that wait for approval in Mercury

How to connect

Go to Integrations and find Mercury
Click Add account, keep or edit the label, then click Continue
Sign in with your Mercury account and authorize Town
Return to Town

Mercury connections are personal — each teammate connects with their own Mercury login, and it can’t be connected for a whole team.

What your assistant can do

Capability	What it does	Makes changes?
Review accounts and balances	Checking, savings, treasury, and credit accounts with live balances	No
Search transactions	Find and read transactions across your accounts	No
Read statements	Monthly statements for any account	No
List expense categories	Your custom Mercury categories	No
Check payment approvals	Payment requests waiting for approval in Mercury	No
Request a payment	Files a payment request (ACH, check, or wire) for a recipient ID you supply, approved in Mercury	Yes
Request a transfer	Files a transfer between your Mercury accounts, approved in Mercury	Yes
Manage categories	Create or edit custom expense categories	Yes
Update transaction notes	Set a transaction’s note or category	Yes

What it’s great for

Cash briefs — “what’s our runway at this burn?” answered from live balances
Spend answers — total contractor spend this quarter, or explain the charge that doubled
Transaction memos — match charges to email receipts and draft the notes for your approval
Close prep — pull last month’s statements and transaction totals for the books

Good to know

Your assistant sees only the Mercury accounts and data your Mercury user can see.
Payment and transfer requests are held for your approval in Town, and even then only file a request in Mercury that waits for approval there before any money moves.
Mercury doesn’t share your saved recipients with Town, so your assistant can’t look up a payee by name — a payment request needs the recipient ID from you. Transfers between your own accounts don’t.
Category changes and transaction notes apply immediately in Mercury once approved in Town — set those tools to Ask each time in routines that make changes.
Sensitive details — recipient bank details, cards, tax forms, invoices — aren’t exposed to Town.
To revoke access, remove the account in Town or revoke Town’s access from your Mercury settings.

Integrations overview — How integrations give your assistant context
Routines — Put recurring finance workflows on autopilot