Mercury

Connect Mercury to sync transactions, bank statements, and treasury activity directly.

Connecting 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 integration relates to
5. Click Continue.

Kick connects to all Mercury accounts associated with the login used during authorization. This includes checking, savings, credit card, and treasury accounts.

If you authorize with a personal Mercury login, the connection is assigned to the workspace's Personal entity.

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What syncs

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

Transactions sync automatically once the connection is authorized. Bank statements for checking and savings accounts sync into the Documents tab and are available for reconciliation. Invoices sync from business checking and savings accounts only (not from personal Mercury logins).

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Treasury accounts

Mercury treasury accounts include investment activity beyond standard banking. Kick syncs the following treasury transaction types:

• Deposits and withdrawals
• Dividends
• Interest
• Fees

Bank statements are not yet available via the API for treasury and credit card accounts. Upload these manually from Mercury if needed for reconciliation.

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Direct integration vs. Plaid

Mercury accounts can be connected via Plaid, but the direct integration offers richer data and broader account coverage. For the best experience, we recommend using the direct integration.