Connect Mercury

This responsibility creates a read-only Mercury record for the agreed company, covering bank, credit and Treasury accounts, balances, cards, transaction history, and available statement or attachment information. Unless a restriction is agreed, it includes all transaction history Mercury makes available.

Mercury’s financial records are kept as provided. Amounts, signs, statuses, dates, account relationships, currencies, and foreign-exchange evidence are not reinterpreted. A card purchase and a card repayment remain separate records; this connection does not match them, classify spending, reconcile accounts, or create bookkeeping entries.

A usable result includes the agreed account types and their available transaction lists. Fresh balances do not by themselves prove that historical coverage is complete: a large history may still be importing while current balances are up to date. Earlier transactions are revisited because they can later become pending, reversed, or corrected.

Statements and attachments are limited to descriptive information available from Mercury, not the original PDF statements or receipts. Credit-statement information is not available through this connection. Original statements or supporting documents needed for accounting review must be supplied separately.