Track new bank transactions in Mercury, filter relevant ones, and create tasks in ClickUp

Track new bank transactions from Mercury as tasks in ClickUp, ensuring only relevant expenses are recorded for cash flow analysis. This boosts financial clarity and supports better decision-making.

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Overview

Track new bank transactions from Mercury as tasks in ClickUp, ensuring only relevant expenses are recorded for cash flow analysis. This boosts financial clarity and supports better decision-making.

Track new bank transactions in Mercury, filter relevant ones, and create tasks in ClickUp