FreshBooks + Mercury

Create FreshBooks expenses from new Mercury transactions

Keep your business financials organized with this workflow. As soon as a new transaction occurs in Mercury, it promptly results in the creation of a corresponding expense in FreshBooks. Enhancing timely record-keeping and efficient finance management, this workflow makes handling your business administration tasks more simplified and stress-free.

Keep your business financials organized with this workflow. As soon as a new transaction occurs in Mercury, it promptly results in the creation of a corresponding expense in FreshBooks. Enhancing timely record-keeping and efficient finance management, this workflow makes handling your business administration tasks more simplified and stress-free.

  1. When this happens...
    MercuryMercury
    New Transaction

    Triggers when a new transaction is created on any bank account (eg. Checking or Savings). Optionally, can also include any Credit account (eg. Physical/Virtual Credit or Debit). This trigger fires before the transaction settles.

    TriggerPolling
  2. automatically do this!
    FreshBooksFreshBooks
    Create Expense

    Creates new expense.

    ActionWrite
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Supported triggers and actions

    • Include Credit Accounts?

    Trigger
    Polling
    Try It
  • Mercury triggers, actions, and search

    Transaction Update

    Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.

    Trigger
    Polling
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    • AccountRequired

    Trigger
    Instant
    Try It
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About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
Learn more

Related categories

  • Accounting
mercury logo
mercury logo

About Mercury

Mercury is an online financial platform that helps startups grow and manage their capital.
Learn more

Related categories

  • Accounting