From Bank to Books, Without the Busywork

Puzzle and Mercury bring every transfer, payment, and deposit into one clean, real-time view—so your books stay accurate without manual work.

About 

Mercury

Mercury is a financial technology company built for startups. With intuitive banking, virtual cards, FDIC-insured accounts, and robust APIs, Mercury gives founders the tools to manage money confidently—from their first check to IPO.

How It Works

After a secure authorization, Puzzle syncs posted transactions, balances, and statements from your Mercury accounts. Transactions flow into Puzzle’s ledger with vendor/payee, date, amount, and memo; statements provide a monthly source-of-truth for audit and close. Historical backfill is supported via prior statements/exports when needed. You can connect multiple Mercury accounts and manage them centrally, then use Puzzle to match deposits to upstream sources (e.g., Stripe payout batches) for clean end-to-end reconciliation.

Close the Books in Days, Not Weeks

Integrating Puzzle with your banking and expense platforms gives you real-time access to categorized transactions, payment activity, and account balances—automatically categorized to your chart of accounts. No more downloading CSVs, chasing receipts, or waiting for monthly statements.

Spot Trends and Anomalies Instantly

Stay ahead of cash flow shifts and spending patterns with real-time dashboards powered by your banking data. Whether it's tracking burn, runway, or unexpected spikes in card activity, It’s proactive financial insight built for fast-moving team

Automate the Monotonous, Focus on Growth

With direct integrations, tedious tasks like reconciliation, categorization, and duplicate detection happen automatically in the background. That means fewer manual errors for more time focused on what you are building, your customers, and scaling. Puzzle turns your financial ops into a strategic advantage.

Alignment That Instills Investor Confidence

With Puzzle connecting your banking, cards, and accounting, the whole team operates from the same real-time data. Founders stay on top of burn, operators move fast with clarity, and finance teams are always ready with investor-grade reports. When your team is aligned, your numbers tell a story investors can trust.

How to Connect

1
Connect Mercury via secure authorization in Puzzle (read-only).
2
Select the accounts/entities to sync.
3
Map bank accounts to your chart of accounts.
4
Run the first import and validate a sample against Mercury statements.
5
Turn on continuous sync.

FAQs

Does Puzzle integrate with Mercury banking?

Yes. Puzzle connects via secure authorization to sync posted transactions, balances, and monthly statements for close and audit. 

What accounting tools integrate with Mercury?

Mercury supports direct connections and provides pre-formatted CSV exports for popular general ledgers; Puzzle consumes Mercury bank data natively for clean reconciliation. 

Fastest way to pull Mercury statements and keep an audit trail?

Connect Mercury once and Puzzle grabs monthly statements automatically. Statements attach to the entries they support, live alongside your close checklist, and stay searchable/exportable, so audits don’t mean digging through folders.

How do I match Mercury deposits to Stripe payouts without spreadsheets?

Puzzle links each Mercury deposit to its Stripe payout batch, then posts gross, fees, refunds, and net cash as separate lines. You get one-click payout drill-downs and fewer reconciliations stuck in CSV VLOOKUPs.

Can I manage multiple Mercury accounts or entities in one place?

Yes, authorize the accounts you need and map them to the right entities in Puzzle. You’ll get per-entity ledgers, consolidated views when you need them, and clean, separated statements for month-end.

See All Puzzle Integrations

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