Sync your Mercury Data to Coda

Connect your Mercury account to Finta to automatically sync your account balances and transactions to Coda. With real-time updates, your data stays current without manual effort. Now, you can leverage Coda to set up custom automations, formulas, and views, giving you full control over how you manage and analyze your business banking data.

How it Works

To get started, create a read-only API Token in your Mercury account and enter it into Finta to establish a secure bank connection. Next, Finta will walk you through setting up your Coda destination. Once configured, Finta will automatically sync your Mercury account balances and transactions to your destination, ensuring your data stays up to date without any manual effort. Now, you're ready to manage your business banking data your way!

Learn more about Finta's Coda integration

What data can you sync?

• Account balances updated daily
• All transactions with merchant details
• Transaction categories and metadata
• Historical data from day one

Why use Finta for Mercury + Coda?

• Direct Integration: Connect Mercury to Coda without any manual exports
• Automated Syncs: Your data stays fresh with daily automatic updates
• Custom Workflows: Build powerful financial automations in Coda
• Bank-Level Security: Your data is encrypted and secure