Mercury Integration

We have launched a direct integration with Mercury

Our users can now sync balances from any Mercury account. We will also automatically calculate the Total Balance for you across all accounts. We currently support the following types of accounts from Mercury: 

  • Checking
  • Savings
  • Treasury

New Insights + Insight Builder Experience

We rebuilt our insights layer make it easier to use. We also added new insights and now support 12 insights in total: 

  • Change % (growth between periods)
  • Previous period change (absolute value change between periods)
  • Pervious year
  • Yearly change %
  • 3 period rolling avg.
  • 6 period rolling avg. 
  • 12 period rolling avg.
  • Trailing 3 periods
  • Trailing 4 periods
  • Trailing 6 periods
  • Trailing 12 periods
  • Cumulative Total

Formulas

These new insights can also be used in any formula expressions that you may be using. 


See it action below!


Y Axis Formatting

We now format the axis automatically depending on the format of the respective metric(s)

Note: If you are charting multiple metrics with different formats we will not format the axis. 

HubSpot Merged Deals

HubSpot updated their app to allow users to merge deals but did not update their API accordingly. We now make sure to de-dupe any deals that are merged in HubSpot to make sure they do not show up twice in Visible. 

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