Convert a Mercury statement to Excel
Turn a Mercury statement PDF into a clean, reconciliation-ready Excel spreadsheet in under a minute — no template setup, including many bank formats that template-based tools struggle with.
How to convert your Mercury statement
- Upload the PDF. Drag your Mercury statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download Excel. Get a Excel spreadsheet that's ready for your books.
Why BankTidy handles Mercury statements that other tools miss
Mercury is a financial technology company providing banking services to startups and technology businesses through partner banks; it is not itself a bank. Its statements are widely handled by bookkeepers serving venture-backed and small technology companies, and they center on business transaction activity, transfers, and card spending in Mercury's own digital format. BankTidy reads the Mercury statement PDF regardless of how that activity is arranged and reconciles the extracted transactions to the closing balance shown, so your CSV, Excel, QuickBooks, or Xero export accounts for every business transaction in the period without line-by-line checking.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my Mercury statement?
Yes. You upload a statement you already have — there's no Mercury login and no account linking. Files are processed only to produce your Excel spreadsheet and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my Mercury statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the Excel output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many Mercury statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
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