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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your investment operations by utilizing real-time data that is seamlessly integrated across all workflows from the outset. Let go of outdated technology as you pave the way for the future of investment accounting while providing your clients with exceptional speed and innovative digital experiences. Adapt swiftly to new regulations, maintain oversight, and effortlessly integrate emerging asset classes, including cryptocurrencies. Prepare for future growth, boost operational efficiency, and significantly cut costs while managing general ledgers and NAV values alongside portfolio holdings and cash. This system is engineered to process virtually unlimited data volumes, bypassing the typical limitations of relational databases. With its cloud-native design, big-data database capabilities, and distributed architecture, it ensures near real-time business continuity and effective disaster recovery solutions. Furthermore, this approach allows for greater flexibility and agility in responding to market changes and client needs.

Description

Mercury Books offers fully integrated double-entry accounting software within a Mercury account, seamlessly merging banking and bookkeeping to ensure that financial records remain thorough, up-to-date, and precise. The software automatically tracks activities across various Mercury services like banking, cards, invoicing, and bill payments, categorizing transactions and reconciling accounts in real time without the need for manual data imports or exports. Users have the option to select either cash or accrual accounting methods and can easily generate essential financial reports, including profit and loss statements, cash flow statements, and balance sheets with real-time data. Additionally, businesses can link external bank accounts, credit cards, and platforms like Stripe, PayPal, and Gusto for a more comprehensive financial overview. Enhanced by Command AI, Mercury Books provides an intelligent interface that allows users to inquire about expenditures, trends, and general ledger codes based on their account information. Furthermore, it simplifies various accounting tasks such as drafting journal entries, structuring the chart of accounts, and sorting transactions efficiently. This innovative approach not only streamlines financial management but also empowers businesses to make informed decisions quickly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Mercury No 
Monk No 

Integrations

Mercury Yes 
Monk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29.90 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FundGuard

Founded

2018

Country

United States

Website

www.fundguard.com

Vendor Details

Company Name

Mercury.com

Founded

2017

Country

United States

Website

mercury.com/books

Product Features

Fund Accounting

Accounts Payable No 
Accounts Receivable No 
Activity Tracking No 
Asset Management No 
Bank Reconciliation No 
Budgeting & Forecasting No 
Compliance Management No 
Donor Management No 
General Ledger No 
Partnership Accounting No 
Purchasing & Receiving No 

Product Features

Alternatives

Alternatives

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