Mercury Statements + Charities & Non-Profits Workflow
As charity, you regularly handle Mercury bank statements. Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise.
BankScan AI: Mercury to Excel for Charities & Non-Profits
BankScan AI converts Mercury statements to Excel automatically — handling MM/DD/YYYY and modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
About Mercury Statement Format
Mercury's fintech banking statements are popular with startups and tech companies. BankScan AI handles Mercury's wire-heavy, API-friendly transaction format.
Mercury Statement Quirks
Mercury uses MM/DD/YYYY with modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information. Common 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 all of these automatically.
How Charities & Non-Profits Handle Mercury Statements
When working with Mercury statements, charities & non-profits need to Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP, independent examination.
How It Works
Upload Mercury statement
Drag and drop your Mercury PDF. Supports PDF, CSV. Our AI handles MM/DD/YYYY automatically.
AI parses the statement
Our AI understands Mercury's modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information and extracts every transaction with 99%+ accuracy.
Use in your charities & non-profits workflow
Download Excel ready for Xero, QuickBooks or direct analysis.
Mercury + Charities & Non-Profits Features
- Statement issuer is — Choice Financial Group or Evolve Bank & Trust, not Mercury (which is a fintech company)
- Team spending card — transactions include the cardholder name as part of the description
- Built for Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Convert Mercury Statements — Built for Charities & Non-Profits
Handles MM/DD/YYYY dates, modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information, and PDF, CSV formats automatically.
Convert Mercury Statements Free