Mercury + FreshBooks: Bridge the Gap
Need to get your Mercury (startup banking) bank statement into FreshBooks? 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 / OFX (Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns) for FreshBooks import.
How BankScan AI Converts Mercury for FreshBooks
Convert your bank statement PDF to CSV with BankScan AI, then import into FreshBooks to reconcile invoices and track expenses automatically. 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 FreshBooks
Our AI parses Mercury's layout, converts dates to YYYY-MM-DD or MM/DD/YYYY, and outputs CSV / OFX.
Import into FreshBooks
In FreshBooks, go to Banking > Add Account > Import Transactions from File. Upload your CSV or OFX file, map the columns, and import.
FreshBooks Import Tip
Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
Mercury to FreshBooks 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
- FreshBooks formatted — Output as CSV / OFX with Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
- Date conversion — Converts MM/DD/YYYY to YYYY-MM-DD or MM/DD/YYYY automatically
Import Mercury Data into FreshBooks
After converting your Mercury statement with BankScan AI:
- In FreshBooks, go to Banking > Add Account > Import Transactions from File
- Upload your CSV or OFX file, map the columns, and import
Common Import Issues
FreshBooks limits imports to 500 transactions per file. For longer periods, split into monthly files. OFX import is generally smoother than CSV.
Import Mercury into FreshBooks Today
Automatic date conversion (MM/DD/YYYY to YYYY-MM-DD or MM/DD/YYYY), column mapping, and format validation.
Import Mercury to FreshBooks Free