Focus area
Annual budgeting
Create board-approved plans by department, account, and month without losing ownership.
Mercury V1 direction
Calm finance software for budgets, forecasts, and accountable decisions.
Mercury is being shaped as a budgeting platform for small companies that want structure without enterprise overhead. The first release focuses on annual budgeting, actuals imports, variance review, approvals, and auditability.
Focus area
Variance review
Compare budget, actuals, and forecast with commentary that keeps finance and managers aligned.
Focus area
Approvals and locking
Move versions through draft, review, approved, and locked states with a clear audit trail.
What ships in V1
A practical release focused on finance discipline.
- Clerk-backed sign in, organization membership, and role-aware navigation
- One RavenDB Cloud database with strict tenant isolation by `organization_id`
- Budget versions, locking, approvals, and audit events
- CSV actuals import before direct accounting integrations
- Desktop-first budget entry and mobile-friendly review workflows
Implementation tracks
Near-term workstreams
Budget workspace
Spreadsheet-like monthly entry, version control, and department ownership.
Actuals import
CSV-first import flow with mapping, validation, and tenant-safe processing.
Executive dashboard
Clean summaries, drill-down reporting, and presentation-ready exports.
Role-aware review
Owners, finance admins, managers, and viewers each get scoped access.