Mercury → OFX for Tax Preparers
As tax preparer, 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 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 + OFX + 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
- 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 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 OFX — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Mercury to OFX Free