mercury.md

Mercury

Connecting Mercury gives Kick a direct feed of your transactions and bank statements - no manual downloads, no uploads. Statements sync automatically and are ready for reconciliation.

Connect Mercury

  1. Go to the Accounts tab
  2. Click Add account and select Mercury
  3. Authorize the connection through Mercury's login flow
  4. Select the entity your Mercury accounts belong to
  5. Click Continue

All Mercury accounts associated with your login are connected - checking, savings, credit card, and treasury.

What syncs

Account type Transactions Bank statements
Checking ✅ ✅
Savings ✅ ✅
Credit card ✅ ❌
Treasury ✅ ❌

Bank statements for checking and savings accounts sync automatically each month and are stored in your Documents tab - no manual downloading required.