AI for Mercury that knows the rest of your business
Mercury holds the money coming in and going out. Liaison connects to it with access you grant and reads payments, payouts, refunds and card spend, and ties every dollar back to the customer, the invoice and the books.
Because it reads Mercury together with your books, your CRM and your store, an answer about the money coming in and going out comes with the rest of the picture. You keep Mercury; nothing is replaced or re-entered.
What Liaison does with Mercury
- Matches payouts to deposits in your accounting system and lists every gap.
- Follows up on failed payments with the customer, from your account, in your voice.
- Finds paused and cancelled subscriptions and the revenue behind them before you ask.
- Never moves money on its own: a refund, a transfer or a payment waits for your yes.
Questions it answers across Mercury and your other tools
- “Which payments failed this week, and has anyone followed up with those customers?”
- “Do the payouts this month match the deposits in the books?”
- “Which subscriptions paused or cancelled, and what were they worth?”
- “Where did company card spend go up this month, and who approved it?”
What it reads in Mercury
7 kinds of Mercury data Liaison can read on its own, every time it answers a question or does a job.
- Get Account Information
- Get Transaction
- List Accounts
- List CategoriesList all custom expense categories for the organization
- List Recipients
- List Send Money RequestsList send money approval requests for the organization
- List TransactionsList transactions for a Mercury account, with optional date-range, search, status, and pagination filters
What it can do in Mercury
2 actions Liaison can take in Mercury. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add RecipientCreate a new Mercury payment recipient
- Send PaymentCreate a payment transaction from a Mercury account to an existing recipient via ACH, check, or domestic wire
Works alongside Mercury
The tools Liaison most often reads together with Mercury.
Liaison in Mercury, set up with you, for $629 a month.
- Connects to Mercury with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Mercury with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Mercury?
No. You keep Mercury exactly as it is. Liaison connects to it, reads it together with your books, your CRM and your store, and does the work in it the way a person on your team would.
How does Liaison connect to Mercury?
With access you grant from your own Mercury account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Mercury without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.