Month-end eats the month
Matching bank lines, chasing missing receipts and rebuilding the same spreadsheets every close.
Invoices out, bills in, books reconciled — on one set of books, with Mercury or the statements you upload, and nothing paid without your approval.
Matching bank lines, chasing missing receipts and rebuilding the same spreadsheets every close.
Invoices in one tool, bills in another, the ledger in a third — and someone re-keys it all.
Overdue balances and upcoming payments surface only when someone goes looking.
Real actions with the connectors you use: you connect each account once, and agents only reach what you allow.
Invoices built with a branded PDF or imported in a batch turn Overdue on their own, and your team gets the list of who owes what.
Drop the PDFs: each bill is read and reviewed field by field next to the document, then waits for a person to approve it. Money is never sent.
A daily report of the bills waiting for approval, overdue first, sent to your team by email or WhatsApp.
Bank statement PDFs are read line by line and matched to the ledger; what is left waits for you to link, split or record.
Paid invoices and bills land in one transactions ledger, receipts are read and attached, and Mercury syncs every 6 hours.
| Date | Description | Amount |
|---|---|---|
| 09/10 | Andina Foods | +6,200.00 |
| 09/10 | Cartonera Sur | −2,480.00 |
| 10/10 | Office rent | −3,100.00 |
| 11/10 | Verde Market | +2,230.00 |
Your CEO agent answers from live company data in the Hub or on WhatsApp, sets the reminders you ask for and sends summaries by email or WhatsApp.
No. Each agent can be hired on its own. They are designed to work together: the Accounting agent builds the ledger from the invoices of the Accounts Receivable agent and the bills of the Accounts Payable agent.
No. Mercury is optional. If you bank with Mercury, connect it once and the agents sync it; otherwise you upload statements and documents.
No. The agents never send money: each bill waits in Needs Approval until a person approves it, and reminders to customers wait for a person’s approval too.
Invoices, bills and ledger entries keep their own currency, and balances are shown per currency.
In 30 minutes we map it to the right agents, check which connectors it needs and show you what the result looks like.