Mercury → Excel for Enrolled Agents
As an enrolled agent, you need Mercury bank statements in Excel format. Mercury's fintech banking statements are popular with startups and tech companies. BankScan AI handles Mercury's wire-heavy, API-friendly transaction format. BankScan AI handles the conversion — MM/DD/YYYY, modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information, and all.
How It Works
Upload Mercury PDF
Drop your Mercury statement PDF. Supports PDF, CSV.
AI converts to Excel
Parses Mercury's MM/DD/YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Mercury + Excel + Enrolled Agents
- Mercury expertise — Handles MM/DD/YYYY and modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Mercury to Excel — For Enrolled Agents
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Mercury to Excel Free