Mercury + Clear Books: Bridge the Gap
Need to get your Mercury (startup banking) bank statement into Clear Books? Mercury uses MM/DD/YYYY and modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Mercury for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Mercury's fintech banking statements are popular with startups and tech companies. BankScan AI handles Mercury's wire-heavy, API-friendly transaction format.
How It Works
Upload your Mercury PDF
Drag and drop your Mercury statement. Supports PDF, CSV with MM/DD/YYYY handling.
AI converts for Clear Books
Our AI parses Mercury's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Mercury to Clear Books Features
- Mercury optimised — Trained on Mercury's modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information with MM/DD/YYYY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Mercury Data into Clear Books
After converting your Mercury statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Mercury into Clear Books Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Mercury to Clear Books Free