FAQ

How Merclex Works

1
Mail

Connect your Email

Connect your Google or Outlook inbox in just a few clicks. Merclex securely scans incoming emails to detect and capture invoices automatically - no forwarding rules or manual uploads needed.

2
Accoutning

Connect your
accounting software

Link your accounting system to let Merclex ingest, match, and store invoices in one place.
Invoices are extracted, structured, and kept in sync so your financial data stays accurate and up to date.

3
Finish

Track, monitor,
and stay in control

Once connected, Merclex starts working for you.Track invoice statuses, monitor overdue payments, manage disputes, and stay on top of cash flow - all from a single dashboard designed for clarity and control.

1
Mail
2
Accoutning
3
Finish

Security at the Core

We hold SOC 2 Type II certification, use bank-grade encryption, enforce strict access controls, and follow least-privilege principles across all integrations.

SOC 2 Type II Certified
Independent audits validate our controls for security, availability, confidentiality, processing integrity, and privacy - the gold standard trusted by enterprises worldwide.
End-to-End Encryption
All data is encrypted at rest and in transit using industry-leading standards (AES-256, TLS 1.3+), ensuring that even our own team cannot access your sensitive information.
Zero-Knowledge
We apply zero-knowledge architecture wherever possible and grant permissions only on a need-to-know basis, dramatically reducing risk from both external threats and internal incidents.

Stay Ahead
of Credit Risk

See how Merclex helps finance teams spot trouble early and protect cash flow.
Request a Demo