Mercury Integration for Agencies
Connect Mercury for a bank transaction feed, suggested matches to client invoices, and contractor payouts through Mercury approval — without leaving your invoicing workflow.
Connect Mercury in CorcavaSettings → Integrations → Payments · Available on Corcava deployments with Mercury enabled
Bank feed · Invoice match · Payouts
How it works
1. Connect Mercury
Add your Mercury API token in Settings → Integrations → Payments. Choose sync accounts and toggles for incoming suggestions and outgoing payouts. Sandbox mode is supported for testing.
2. Incoming: suggested invoice match
Bank deposits appear in Finance → Bank Transactions. When an incoming transaction looks like a client payment, Corcava suggests a match to an open invoice — you review and confirm. No automatic reconciliation.
3. Outgoing: contractor payouts
On an approved team invoice, click Send to Mercury for approval. Payment flows through Mercury’s approval workflow; when it posts, Corcava records the payout against the invoice.
What Mercury in Corcava is not
Corcava + Mercury is a bridge between your bank and your invoices, not accounting software.
- Not full double-entry bookkeeping or a QuickBooks replacement
- Not automatic bank reconciliation — matches are suggested; you confirm
- Not available on every white-label deployment (Mercury is gated by feature flag on Corcava; not enabled on Workify by default)
For client billing and team payments, pair Mercury with Corcava invoicing and Project Finances.
Setup checklist
Invoice clients, pay contractors, see the bank feed
Mercury connects to the invoicing stack you already run in Corcava.
Start free trial →