Upload a Mercury PDF statement and get a clean Excel (.xlsx) or CSV file with every transaction in its own row, ready for bookkeeping, investor reporting, and tax prep.
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Mercury is the banking platform a lot of startups and ecommerce businesses run their money on. Accounts are held at partner banks (Choice Financial Group and Column N.A., Members FDIC), and in April 2026 Mercury received conditional approval from the OCC to stand up its own bank. The dashboard already exports live transactions as a QuickBooks or NetSuite CSV, which is great for day-to-day bookkeeping. The official monthly statement, though, is a PDF, and that is the document an auditor, lender, or investor asks for. When you need that statement as data (to total it, filter it, or reconcile it against your books) the PDF fights you. This converter turns the Mercury statement PDF back into clean rows you can actually work with.
Date, description, amount, and balance land in their own columns so you can sort, total, and categorize without retyping a single Mercury transaction.
Built-in OCR pulls transactions out of scanned or forwarded statements, so a bookkeeper who only received the PDF can still convert it, no dashboard login needed.
Amounts and balances are preserved line by line, so the export reconciles against the opening and closing balances on your Mercury statement, which matters for audits.
Four steps, no software to install.
In Mercury, open your org menu, go to Documents and Data, pick the account, and download the monthly statement as a PDF.
Drop the PDF into the converter at the top of this page. Password-protected files are detected on upload.
The transactions are read into rows. Check the preview and pick the columns you want to keep.
Download a clean .xlsx or .csv file, ready for QuickBooks, Xero, NetSuite, or your own spreadsheet.
Pull Mercury activity into a spreadsheet for board decks, runway models, and investor updates.
Turn a client's monthly Mercury PDFs into import-ready files when you do not have dashboard access.
Convert a full year of statements into Excel for tax prep, reviews, and year-end close.
Get the official statement into structured data for audits, fundraising diligence, and cash flow checks.
Checking, savings, and Treasury accounts carry different line types. The converter keeps the detail intact so nothing has to be re-entered by hand.
Export to Excel (.xlsx) for analysis or CSV for clean imports. The CSV maps neatly into accounting tools so you can bring Mercury activity straight into your books.
Download the monthly statement as a PDF from Mercury under Documents and Data, then upload it to the converter at the top of this page. It reads each transaction into rows and lets you export a clean Excel (.xlsx) or CSV file. The whole process takes about a minute per statement and needs no software install.
In your Mercury dashboard, click your org name in the top left, open Documents and Data, and choose an account to see every statement for the year. Hover over the month you need and click Download to save the PDF. From there you can upload that PDF here to turn it into Excel or CSV for your books.
The dashboard CSV covers live transactions, which is perfect for daily bookkeeping. The PDF statement is the official monthly record auditors, lenders, and investors ask for, and it is PDF only. Converting that statement gives you the same authoritative figures as structured data you can total, filter, and reconcile against.
Yes. The converter exports a clean CSV with dates, descriptions, amounts, and balances in separate columns, which maps into NetSuite, Xero, QuickBooks, or any tool that imports bank transactions. You pick the columns you want before downloading, so the file matches the import format your accounting software expects.
It handles both. Built-in OCR reads scanned or forwarded statements, not just clean digital downloads. Password-protected PDFs are detected the moment you upload them, so you can unlock the file and convert it without losing any transaction detail along the way.
Yes. Amounts are preserved line by line and dates keep their original order, so the converted file ties out against the opening and closing balances on your Mercury statement. That accuracy is what makes the export usable for reconciliation and audits instead of just a rough copy.
Files are encrypted in transit and at rest, and access is controlled during processing. Conversions run in isolated environments, and there is an option for zero data retention so your statement is not kept after you download the result. Your account data stays private.
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Get started converting bank statements to spreadsheets.
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| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
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$888 yearly
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| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise‑grade bank statement conversion and controls.
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$ yearly
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| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
