Mercury + Zoho Books: Bridge the Gap
Need to get your Mercury (startup banking) bank statement into Zoho 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, Withdrawal, Deposit — Zoho Books requires separate columns for money in and money out) for Zoho Books import.
How BankScan AI Converts Mercury for Zoho Books
BankScan AI's CSV output imports directly into Zoho Books' banking module. Transaction dates, descriptions, and amounts are correctly formatted. 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 Zoho Books
Our AI parses Mercury's layout, converts dates to DD/MM/YYYY or YYYY-MM-DD, and outputs CSV.
Import into Zoho Books
In Zoho Books, go to Banking > select your account > Import Statement. Upload the CSV, map Date, Description, Withdrawal, and Deposit columns, then import.
Zoho Books Import Tip
Date, Description, Withdrawal, Deposit — Zoho Books requires separate columns for money in and money out
Mercury to Zoho 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
- Zoho Books formatted — Output as CSV with Date, Description, Withdrawal, Deposit — Zoho Books requires separate columns for money in and money out
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY or YYYY-MM-DD automatically
Import Mercury Data into Zoho Books
After converting your Mercury statement with BankScan AI:
- In Zoho Books, go to Banking > select your account > Import Statement
- Upload the CSV, map Date, Description, Withdrawal, and Deposit columns, then import
Common Import Issues
Zoho Books requires separate Withdrawal and Deposit columns — a single Amount column will fail. Also rejects files larger than 5MB.
Import Mercury into Zoho Books Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import Mercury to Zoho Books Free