Mercury → Excel for Financial Advisors (IFAs)
As financial advisor, 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 financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Mercury + Excel + Financial Advisors (IFAs)
- 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Mercury to Excel — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Mercury to Excel Free