Real-time financial insights right in your account
One intelligent dashboard. A clearer picture of your finances.
Banking with built-in intelligence
Engineered to give you complete financial clarity
- Instant visibility into where money is coming from and where it’s going
- Patterns in your cash flow are highlighted so you can make faster, smarter decisions
- Transactions are automatically grouped into intuitive categories for easy tracking
The data you want, when you need it most
- View data by category, sender, and recipient, then compare timeframes to see financial performance trends over time
- Charts and tables update automatically as you go, so you’re always looking at the right numbers
- Edit, delete, or create your own categories to better reflect how you use money
Your AI-powered financial assistant
- Drill down into any trend or alert to see the transactions behind it
- Ask ad-hoc questions about your financials and get instant answers 1
- See real-time notifications and recaps about notable income and spend habits
Just one part of Mercury’s full financial platform
Business banking 2
Checking and savings accounts with up to $5M in FDIC insurance through our partner banks and their sweep networks.
Treasury 3
Earn yield on idle cash right alongside your operating accounts.
Expense management
Experience hassle-free employee expense management.
Frequently asked questions
What is Insights?
Mercury Insights transforms raw banking data into interactive charts and tables, allowing you to keep an eye on key financial metrics and make faster, more confident decisions.
Can I customize my Insights?
Yes, you can adjust and compare date ranges. You’re also able to exclude certain data points from the charts.
Who has access to Insights?
Insights is available to Mercury users who have access to all accounts. It’s also available to Personal Banking users.
How much does it cost to use Insights?
Insights is included in all Mercury plans at no additional cost.
Radically different banking, by design
A single product for everything you want to accomplish with your money.