Import Mercury Bank Statement into KashFlow

Convert Mercury PDFs (MM/DD/YYYY) to CSV for KashFlow import. Handles modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information automatically.

Import Mercury to KashFlow Free
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Mercury + KashFlow: Bridge the Gap

Need to get your Mercury (startup banking) bank statement into KashFlow? 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, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.

How BankScan AI Converts Mercury for KashFlow

BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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

1

Upload your Mercury PDF

Drag and drop your Mercury statement. Supports PDF, CSV with MM/DD/YYYY handling.

2

AI converts for KashFlow

Our AI parses Mercury's layout, converts dates to DD/MM/YYYY, and outputs CSV.

3

Import into KashFlow

In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.

KashFlow Import Tip

Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out

Mercury to KashFlow Features

Import Mercury Data into KashFlow

After converting your Mercury statement with BankScan AI:

  1. In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
  2. Upload the CSV from BankScan AI and confirm the column mapping

Common Import Issues

KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.

Import Mercury into KashFlow Today

Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.

Import Mercury to KashFlow Free

Frequently Asked Questions

Can I import Mercury statements directly into KashFlow?
Mercury PDF statements can't be imported directly into KashFlow. BankScan AI converts them to CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out that KashFlow accepts.
Does the date format work with KashFlow?
Yes. BankScan AI converts Mercury's MM/DD/YYYY to DD/MM/YYYY automatically.
What are common Mercury to KashFlow issues?
Statements are issued by Choice Financial Group or Evolve Bank & Trust (Mercury's partner banks) rather than Mercury itself, wire transfer descriptions can be very long with full beneficiary details, and team spending card transactions carry the team member name as a prefix BankScan AI handles these automatically. KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Is there a free option?
Yes. Free tier available. Paid plans from $9.99/month for higher volumes.

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