Mercury → OFX for Financial Advisors (IFAs)
As financial advisor, you need Mercury bank statements in OFX 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 OFX
Parses Mercury's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
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 + OFX + 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
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- 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 OFX — For Financial Advisors (IFAs)
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Mercury to OFX Free