Mercury Statements + Tradespeople (Plumbers, Electricians) Workflow
As tradesperson, you regularly handle Mercury bank statements. Tradespeople receive payments from multiple customers, buy materials from suppliers, and manage van and tool expenses — often on the go with no time for bookkeeping.
BankScan AI: Mercury to Excel for Tradespeople (Plumbers, Electricians)
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. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
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 Tradespeople (Plumbers, Electricians) Handle Mercury Statements
When working with Mercury statements, tradespeople (plumbers, electricians) need to Tradespeople receive customer payments via bank transfer, cash, or card, purchase materials from builders' merchants and wholesalers, pay for van fuel and maintenance, and manage tool and equipment co
Key terms you'll encounter: day rate, materials markup, call-out charge, retention, snagging.
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 tradespeople (plumbers, electricians) workflow
Download Excel ready for QuickBooks Self-Employed, FreeAgent or direct analysis.
Mercury + Tradespeople (Plumbers, Electricians) 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 Tradespeople (Plumbers, Electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
- Software compatible — Output works directly with QuickBooks Self-Employed, FreeAgent, Excel
Convert Mercury Statements — Built for Tradespeople (Plumbers, Electricians)
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