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Upload a Mercury statement PDF and every transaction comes back as clean rows — date, description, amount and running balance — checked so the month reconciles. Export to Excel, CSV, or a QBO/OFX file for QuickBooks.
Mercury is built for businesses — startups, agencies and online companies — rather than personal banking, so a Mercury statement is nearly always headed for the books. That's exactly why the data needs to come out as rows: month-end close, a bookkeeper, or an investor update all want figures you can sort and total, not a PDF.
What a Mercury statement looks like
A Mercury statement lists company activity with these fields:
Column | What's in it |
|---|---|
Date | The posting date |
Description | The counterparty, payment method or transfer detail |
Amount | The transaction value, marked as a credit or debit |
Balance | Running balance after the transaction |
Two things about Mercury shape the statement. First, businesses often split money across sub-accounts — separating tax set-aside, payroll or a specific client's funds — and a statement can cover more than one. Each keeps its own balance, so the converter doesn't merge a payroll account into an operating account. Second, Mercury issues virtual cards for software and ad spend, and those card transactions carry the merchant detail; kept intact, they make categorizing SaaS and marketing costs quick at month-end. The converter reads the activity, sets each amount as money in or out, and returns a clean statement per account that ties to the closing balance.
Where to download your Mercury statement
- Online: sign in at mercury.com, open the account, and go to Statements (under the account or Settings). Choose a month and download the PDF.
- Mercury can also export transactions directly, but if you've been handed a PDF — by a founder, a client or an accountant — the converter turns it into the same clean rows.
Downloaded this way it's a digital PDF with selectable text, so the conversion is exact. A scanned or photographed statement works through OCR — it just takes a little longer.
Getting it into a spreadsheet or QuickBooks
- Excel or Google Sheets — one clean row per transaction, real numbers ready to total and filter.
- QuickBooks — a QBO or OFX file that imports as bank-feed transactions to categorize.
- Xero, Zoho and others — the same data in each one's format.
Before download, the figures reconcile: beginning balance, plus credits, minus debits, has to reach the ending balance. For a company closing its books, that check is what confirms the month is complete before it reaches the accountant.
Common snags with Mercury statements
- Multiple sub-accounts. Each keeps its own balance so payroll, tax and operating funds aren't merged.
- Virtual card spend. Merchant detail on card transactions stays intact for categorizing software and ad costs.
- Transfers between accounts. Internal moves stay on the correct side so they don't distort income or spend.
Frequently asked questions
Can I convert a Mercury statement to Excel for free?keyboard_arrow_down
Yes. Upload the PDF and get a clean Excel or CSV back free to start, with the balance checked so the month reconciles.
Does it keep my Mercury sub-accounts separate?keyboard_arrow_down
Yes. When a statement covers more than one sub-account, each keeps its own opening and closing balance, so a tax or payroll account isn't merged into your operating account.
Can I import a Mercury statement into QuickBooks?keyboard_arrow_down
Yes. Export to QBO or OFX and import it as a bank feed to match against your books. If QuickBooks rejects a QBO file, OFX is the reliable fallback.
Does it keep the detail on virtual card transactions?keyboard_arrow_down
Yes. Mercury's virtual cards carry the merchant detail on each charge, and the converter keeps that intact — so software subscriptions and ad spend stay easy to categorize at month-end.
Does it read scanned Mercury statements?keyboard_arrow_down
Yes, with OCR. A statement downloaded from mercury.com is already a clean digital PDF and converts without one.
