Mercury → Excel for Tax Preparers
As tax preparer, 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 tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Mercury + Excel + Tax Preparers
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Mercury to Excel — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Mercury to Excel Free