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Mercury Banking Integration

Connects ERPNext to Mercury bank for client billing, payroll and vendor ACH, bank sync, reconciliation, and GL-coded journal entries.

[Open source](/open-source/)

Mercury Banking Integration

Frappe & ERPNext
Active
MIT

[View on GitHub (opens in a new tab)](https://github.com/Avunu/mercury_banking_integration)[Documentation (opens in a new tab)](https://docs.avunu.net/mercury-banking-integration/)

PlatformFrappe & ERPNext

LicenseMIT

StatusActive&#xA;

Repository[Avunu/mercury_banking_integration](https://github.com/Avunu/mercury_banking_integration)

Part of

Used in[Professional services](/work/avunu-erp/)

If your business banks with Mercury and runs its books in ERPNext, you're probably re-keying the same transactions in two places. Mercury Banking Integration connects them. Bank activity flows into ERPNext for reconciliation, invoices can be paid through Mercury, and payroll and vendor payments go out from ERPNext without a second login. It's built for finance teams that want the ERP to stay the source of truth.

## Features

**Bank sync.**
&#x20;Mercury accounts become ERPNext Bank Accounts, with hourly transaction import, backfill, and webhook or polling updates.

**Accounts receivable.**
&#x20;Payment Requests become Mercury invoices with a pay link and overdue reminders.

**Payouts.**
&#x20;Pay salary slips and suppliers by ACH, either sent directly or held for approval by a second Mercury user.

**GL coding.**
&#x20;Map your chart of accounts to Mercury GL codes and book journal entries automatically, with a daily sweep for transactions coded late.

**Attachments.**
&#x20;Receipts and files on Mercury transactions are imported to ERPNext.

**Audit log.**
&#x20;Every inbound event and outbound call is recorded as an Integration Request.

## Getting started

Start with a sandbox token in Mercury Settings, then sync accounts and backfill transactions. The&#x20;
[README](https://github.com/Avunu/mercury_banking_integration#setup)
&#x20;explains each step, the token scopes you need, and known constraints such as USD-only receivables.

Highlights

Hourly bank transaction sync with reconciliationMercury invoices and pay links from Payment RequestsPayroll and vendor payouts by ACH, with approval modeAutomatic journal entries from Mercury GL codingPayee onboarding by invite, with no bank details stored in ERPNext

Related projects

[All open-source projects](/open-source/)

[ERPNext TaskView](/open-source/erpnext_taskview/)

Active&#xA;

A project and task workspace for ERPNext, with timers and hour budgets for staff and a portal where customers follow and work on their projects.

MIT[GitHub](https://github.com/Avunu/erpnext_taskview)

[ERPNext CIS Plus](/open-source/erpnext_cis_plus/)

Stable&#xA;

Simpler customer, contact, and address management for ERPNext, with address validation, geolocation, and a map of your customers.

MIT[GitHub](https://github.com/Avunu/erpnext_cis_plus)

[Automated Subscriptions](/open-source/automated_subscriptions/)

Active&#xA;

Automatic billing for ERPNext Subscriptions, with payment requests, billing anchors, proration, consolidated invoices, and credit notes.

MIT[GitHub](https://github.com/Avunu/automated_subscriptions)

Need help with it?

Need this implemented? We build and support banking integrations like this one as custom software.

[Explore custom software](/services/custom-software/)[Start a project](/start/)

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