Emra + Mercury

Your bots look up balances, transactions, statements and invoices in Mercury, and sum up where your money goes.

Contact sales

What your bots can do in Mercury

Connect Emra with Mercury to use 24/7, always-on AI agents that work like your team.

  • 01

    Check balances

    See balances across your checking, savings, treasury and credit accounts.

  • 02

    Look into spend

    Search transactions by date, status or category, and sum up where the money went.

  • 03

    Pull statements

    Fetch monthly statements and a transaction's attachments, like receipts and check images.

  • 04

    Follow invoices and payments

    Look up invoices, customers and recipients, and see which payments are waiting for approval.

Things to ask

  • What's our total balance across checking and treasury?
  • How much did we spend on software in October?
  • Which payments are waiting for approval right now?

Add Mercury to a bot

It takes about a minute, and each person signs in once.

To a bot you have

  1. 1Open the bot’s settings and click + under Apps
  2. 2Choose Mercury and add it to the bot
  3. 3Sign in with your own Mercury account

To a new bot

  1. 1Click New bot, name it and say what it’s for
  2. 2Click Connect apps beside its name and choose Mercury
  3. 3Add it to the bot, then sign in with your own Mercury account

Then ask. The bot works in Mercury as you, with your access.

  • Your own sign-in

    Each person signs in to Mercury themselves. A bot uses the sign-in of whoever is talking to it, never a teammate’s.

  • Only the bots you choose

    A bot can use Mercury only once it has been added to that bot.

  • Switch off any action

    Turn off any Mercury action for your sign-in, or remove it from a bot, whenever you like.

Questions about Mercury and Emra

How do I use AI agents with Mercury?

Add Mercury to an Emra bot and sign in, then ask the bot in plain words, in its chat or in Slack. It is an AI agent that works in Mercury as you, and it can run on a schedule you set.

What AI agents work with Mercury?

Emra bots do. Each is an always-on AI agent that works like a member of your team, and it connects to Mercury alongside the other apps you use, so one bot can carry a task from one app to the next.

Do Emra bots have their own computer?

Yes. Every Emra bot has its own computer and web browser in the cloud. It works in Mercury through this integration, and it can use any website your team can for the work that happens elsewhere.

Can AI agents work in Mercury around the clock?

Yes. Emra bots are always on. Give one a schedule and it does the work in Mercury at the times you set, or ask it anything, at any hour.

How do I connect Mercury to Emra?

Open a bot’s settings, click + under Apps and choose Mercury. Add it to the bot, then sign in with your Mercury account. It takes about a minute.

Whose Mercury account does a bot use?

The account of whoever is talking to it. Each teammate signs in with their own, and a bot never uses one person’s sign-in for someone else.

Can I limit what a bot does in Mercury?

Yes. Any Mercury action can be switched off for your own sign-in, and Mercury can be removed from a bot at any time.

Is there anything to install?

No. Your bots reach Mercury from Emra’s cloud, so you only sign in.

Get started using Mercury with Emra

Create your workspace, add Mercury to a bot, and ask it your first question.

Contact sales