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Connect a Mercury account

API-key setup, multi-account sync and what the Mercury connector pulls.

3 min readmercurybankapi key
  1. In Mercury, create an API token with read access to accounts and transactions.
  2. In Finanly, open Settings → Integrations, choose Mercury, paste the token and save. The credential is stored only inside the Mercury connector service.
  3. Press Sync now. All accounts under the token are imported as bank accounts; each shows bank vs ledger balance on the Categorization page.
  4. Optional: press Trigger Backfill with a start and end date to pull older history. Backfills are idempotent.

What syncs

  • Accounts and current balances
  • Transactions with counterparty and memo (feeds AI Match and vendor enrichment)
  • Nightly sync-all plus on-demand
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