Real-time financial insights right in your account

No extra tools, just one intelligent dashboard for tracking the trends that drive your business forward.

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

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
• See real-time notifications and recaps about notable income and spend habits

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.

How much does it cost to use Insights?

Insights is included in all Mercury plans at no additional cost.

Disclaimers and footnotes

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Deposit insurance covers the failure of an insured bank.