Mercury + Taxfiler: Bridge the Gap
Need to get your Mercury (startup banking) bank statement into Taxfiler? 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 (N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.) for Taxfiler import.
How BankScan AI Converts Mercury for Taxfiler
Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler. 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 Taxfiler
Our AI parses Mercury's layout, converts dates to DD/MM/YYYY (for reference), and outputs CSV.
Import into Taxfiler
Taxfiler doesn't import bank statements directly. Convert with BankScan AI, then use the CSV data to verify income figures and categorise expenses within Taxfiler's accounts production module.
Taxfiler Import Tip
N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.
Mercury to Taxfiler 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
- Taxfiler formatted — Output as CSV with N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY (for reference) automatically
Import Mercury Data into Taxfiler
After converting your Mercury statement with BankScan AI:
- Taxfiler doesn't import bank statements directly
- Convert with BankScan AI, then use the CSV data to verify income figures and categorise expenses within Taxfiler's accounts production module
Common Import Issues
No direct import. Use BankScan AI output as working papers — sort by category to identify employment income, self-employment turnover, rental income, and capital gains.
Import Mercury into Taxfiler Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY (for reference)), column mapping, and format validation.
Import Mercury to Taxfiler Free