Connect your Mercury account to ChatGPT to get answers about your business or personal finances in the same place you’re already doing the rest of your work. Ask questions in natural language and turn your financial data into answers, analysis, and action. Understand cash flow and spending, review business cash and runway, and identify vendor payments that may need attention. For personal accounts, compare spending with your budget and explore savings goals and cash-buffer scenarios. Set up payments to existing recipients and transfers between eligible Mercury accounts, create and edit custom expense categories, and update transaction notes and categories. Money movement requires review and approval in Mercury. Available tools depend on your connected account and permissions. Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. AI-generated responses and suggested actions may vary and are not guaranteed. Please review outputs before taking action. What else can you do? Compare software spending Mercury what did we spend on software last quarter? How does this compare to the prior four quarters? Track monthly cash burn Mercury graph our burn over the last 6 months, and tell me how quickly our burn rate is increasing month over month. Review payroll account activity Mercury what’s the current balance in my Payroll account? Show me any transfers out of that account in the last 30 days.
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Open the ChatGPT listing: https://openai.com/business/plugins/mercury/. Install link: https://chatgpt.com/plugins/plugin_asdk_app_6a17ae803744819187a3079d37479dae. Connect the required account and review the requested permissions. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
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