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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?
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?
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?
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?
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?
Yes, with OCR. A statement downloaded from mercury.com is already a clean digital PDF and converts without one.
