Mercury Integration
Attach receipts and invoices to Mercury transactions automatically.
Receiptor matches documents to the right Mercury transaction and attaches the original file for you, so your team can review spend with the source document already in place.
MercuryMercury connected
Receiptor verifies the Mercury key before saving the connection.
Account scope selected
Search all connected accounts or limit matching to the exact accounts your team wants.
Transaction matched
Receipt or invoice data is compared against Mercury transaction details inside the allowed date window.
Document attached
The original source document is uploaded back to the matched Mercury transaction.
How It Works
Give every Mercury transaction its source document.
The point of this integration is simple: when your team opens a Mercury transaction, the receipt or invoice should already be there.
Step 1
Connect Mercury once
Paste your Mercury API key into Receiptor. We validate it, load your available accounts, and store the key encrypted on the backend.
Step 2
Choose the Mercury accounts you care about
Match across every connected Mercury account or restrict Receiptor to the specific accounts your team wants to manage.
Step 3
Receiptor matches documents to transactions
Receiptor searches within the allowed account scope using merchant and statement text, amount proximity, and transaction date windows.
Step 4
The receipt or invoice is attached in Mercury
When a confident match is found, Receiptor uploads the original receipt or invoice file to the matched Mercury transaction automatically.
What Receiptor Does
Built for the finance workflow, not just the integration checklist.
This section is not about setup steps. It is about what changes for the team after setup: less searching, less manual upload work, and better transaction-level context during review.
Work inside Mercury, not around it
Your team can open the Mercury transaction and see the supporting document there, instead of hunting for it somewhere else.
Keep account scope under control
Search across every connected Mercury account or restrict matching to the exact accounts your team manages.
Reduce reconciliation cleanup
When the source document is already attached at the transaction level, review and reconciliation take less manual back-and-forth.
Fit the rest of your finance stack
If Mercury is part of a broader workflow with Xero, attaching the document upstream gives your team better context downstream.
Use Cases
Where Mercury users get value fastest.
These are the workflows where attaching the document at the Mercury transaction level saves the most time.
Card spend where the receipt arrives by email and should end up on the right Mercury transaction automatically.
Vendor payments where the invoice should be visible in Mercury before review or reconciliation starts.
Multi-account teams that only want matching to run against selected Mercury accounts.
Mercury-to-Xero workflows where better transaction-level document context reduces downstream cleanup.
FAQ
Questions teams ask before connecting Mercury.
How does the Mercury connection work?
Receiptor connects to Mercury using your Mercury API key. During setup it validates the key, syncs available accounts, and lets you decide whether matching should run across all accounts or only selected ones.
What does Receiptor match against?
Receiptor uses the extracted receipt data plus merchant and statement text, amount proximity, and transaction dates to find the best Mercury transaction candidate within the allowed account scope.
What gets sent to Mercury?
When Receiptor finds a confident match, it uploads the original source file for that receipt or invoice to the matched Mercury transaction.
How does this help if Mercury is connected to Xero?
Receiptor does not replace your Mercury-to-Xero connection. It strengthens that workflow by making sure the receipt or invoice is attached to the Mercury transaction first, so your team has better source context during reconciliation.
Can this run automatically?
Yes. Mercury is wired into Receiptor's reconciliation and automation flows, so new documents can be queued for Mercury attachment without manual export steps.
Start Connecting
Want receipts and invoices attached to Mercury transactions without the manual work?
Connect Mercury in Receiptor, choose the accounts you want to search, and let the matching workflow keep the source document on the transaction your team is already reviewing.