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by immad 1982 days ago
Thanks for the details Tyler.

Exporting - From my understanding the CSV format matches the QB specification. Are you saying that it matching the filters is an issue or that the format is incorrect.

Treasury for nonprofits - We only just launched Treasury (in December) and nonprofits are a relatively small part of our business so this hadn't come up during our alpha. I am going to investigate why our clearing house does not support nonpfotis, and make sure the restrictions is clearly stated.

Tea Room Deals/Perks - We recently launched this https://mercury.com/perks. Did you see this already and it doesn't match what you want or did you miss it?

Tea - We were revamping the tea packaging so it might be on pause right now. But we do really ship some pretty nice tea normally :).

The other thing that you get with tea room is free domestic + international wires.

Anyway, I can see why your experience was disappointing. I really appreciate the feedback and hopefully we can improve to deliver something better in the future.

1 comments

Thanks for the response. (And for anyone else watching, he also DMd me on Twitter which was nice.) I didn't realize Mercury was a startup which makes the oversights more understa

I did not see the perks, thanks for clarifying that. They are not linked on the dashboard and homepage cannot been loaded when logged in.

And to clarify we don't use Quickbooks. QBO/QBX is a specific file format which most accounting systems expect when reconciling a statement. CSVs /work/, but require you to remap the fields manually which is tedious.

Your accounting software doesn't support CSV templates? I had a similar issue with a different bank and in the reconcile feature you can pick the template (eg QBO, CSV, etc) and under CSV are the templates I made (along with stock templates for $BigBank). So I only made the template once with a little drag/drop page and was done. All subsequent imports are "one click" easy
NetSuite requires CSVs to be in a predefined format. No mapping options at all. [1]

(You might think "just don't use NetSuite" but most large companies are using NetSuite. Small-business accounting systems do not work well past a certain scale of transactions/purchasers/vendors/etc.)

[1] https://www.proteloinc.com/blog/import-online-bank-data-and-...