ReInvestWealthMercury

AI Accounting
Software
for Mercury Customers

Grow Your Business, Not Your Bookkeeping. Connect your Mercury account and get 50% off for 12 months.

4.8 on Capterra Read-only bank connection Trusted by 3,000+ entrepreneurs
30-day free trial · Cancel anytime
Modern banking deserves modern books

Mercury handles the banking. We handle the bookkeeping

Doing it yourself

A great bank account still leaves you the books to keep.

  • Mercury statements exported to spreadsheets.
  • Transactions typed in by hand.
  • Receipts hunted down at year end.
  • Books rebuilt from scratch each tax season.
With ReInvestWealth

Mercury activity lands in your books already categorized.

  • Mercury transactions imported daily.
  • Every charge categorized by CPA-trained AI.
  • Receipts read and matched automatically.
  • Books that are always tax-ready.

Everything you need to run your business

Pricing

One Price. Now 50% off.

Get Started For Free

Use code MERCURY50 at checkout · Cancel anytime

$14 USD/mo

One plan. One tier.

50% off for 12 months · normally $28 USD/mo

  • Unlimited Bank Connections
  • Unlimited Currencies
  • Unlimited Receipt Uploads
  • AI Bookkeeper (Trained by CPAs)
  • Unlimited Invoicing (Stripe)
  • Real-Time Financial Reports
  • Automatic Receipt Matching
  • Email Receipt Forwarding
  • Custom Automation Rules
  • Project & Client Tags
  • Bank Statement Uploads
  • Invite Your Accountant
  • Full Audit Trail
  • Accountant-Ready Exports
  • Free Done-for-You Migration
Easy migration

Switch to ReInvestWealth in minutes, not weeks

Already keeping your books somewhere else? We handle the switch from your current software.

10 minof your time required
1 dayfor most migrations
100%of your data carried over
Get Started Now

Free migration with an annual plan

Reliable, growing finances illustration
Trusted by growing businesses

Loved by founders, backed by CPAs

ReInvestWealth 5-star reviews on Capterra, Software Advice and GetApp
FAQ

Questions, answered

How do I claim the Mercury discount?

Enter code MERCURY50 at checkout when you pick your plan and 50% off is applied for your first 12 months. You can start your 30-day free trial first and add the code when you subscribe.

How do I connect Mercury to ReInvestWealth?

Go to Bank Accounts in ReInvestWealth, search for Mercury, and authenticate through Plaid with your usual Mercury credentials. Recent transactions (typically the last 45 to 90 days) import right away, and for older history you can upload a PDF statement to backfill.

Can ReInvestWealth move money in my Mercury account?

No. The connection is read-only. It imports transactions and balances so your books stay current, and that is all it can do. Sending or moving money is not possible through the connection.

What happens after the 12 months?

Your plan continues at the regular price and you can cancel anytime. Your books, receipts, history, and reports all stay exactly where they are.

Can I connect other accounts alongside Mercury?

Yes. Connect as many business bank accounts and credit cards as your business uses, all through Plaid, and they feed into the same set of books. If an institution is not supported by Plaid, upload a PDF statement instead and it stays just as current.

Is ReInvestWealth free to try?

Yes. Every plan starts with a 30-day free trial and you can cancel anytime. ReInvestWealth was built by CPAs to automate your books, so you can connect your accounts and see the AI work before you pay anything.

How does the AI bookkeeping actually work?

Connect your business bank accounts through Plaid (or upload your statements) and the AI Bookkeeper categorizes every transaction automatically, keeping your books current without manual data entry. It is trained on CPA-level categorization logic, and our CPAs review feedback and corrections to keep improving it. For vendors you see repeatedly, an Automation Formula locks in the same category every time.

Can I send invoices and get paid through ReInvestWealth?

Yes. You can create and send professional invoices directly from ReInvestWealth, with or without Stripe. Connect Stripe to collect credit card and direct-debit payments online and have paid invoices reconciled and marked paid automatically.

Do I still need an accountant or bookkeeper?

The AI Bookkeeper takes over the routine work of categorizing, reconciling, and keeping your books current, so many owners run day to day without a bookkeeper. When you want professional judgment, you can book a CPA consultation right inside ReInvestWealth.

How is my financial data kept private and secure?

Security is built into every layer of ReInvestWealth. All of your data is encrypted before it is stored and decrypted only when an authorized user of your business accesses it. Everything is hosted in secure Google Cloud data centers, and Google Sign-In adds another layer of protection against unauthorized access without you having to manage yet another password.

Grow your business, not your bookkeeping.

Start your 30-day free trial, connect Mercury, and let the AI Bookkeeper keep your books tax-ready. Use code MERCURY50 for 50% off your first 12 months.

30 days free · Cancel anytime