StatementCheap

Convert Mercury statements to Excel, CSV and QuickBooks

Upload a Mercury PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

Drop PDF statements here

or choose files. Any bank, any country. Scanned PDFs work too.

5 free pages a day with a free account. No card.

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Updated · By the StatementCheap team

How to download your Mercury statement as a PDF

In Mercury on the web, click your organization name at the top left, choose "Documents & Data", pick the account and the months you want, and click "Download". You can also open an account and choose "View Statements".

Can Mercury export Excel or CSV directly?

Mercury's web dashboard has several exports besides the PDF. On the Transactions page, click "Export all", or apply filters and click "Export filtered", then choose .csv or .xlsx. In "Documents & Data", the "Statements" tab offers a pre-formatted "QuickBooks CSV" or "NetSuite CSV" for each monthly statement, under the vertical dots at the end of each row. The Accounting page exports transactions with their categories as CSV, and IO card transactions download as CSV too. Mercury also syncs directly with QuickBooks Online, Xero and NetSuite. In our check, Mercury's help didn't describe QBO, QFX or OFX downloads, so convert the statement PDF if your software needs one of those.

What a Mercury statement looks like

Mercury generates a monthly statement for each account between the 1st and 3rd of the month. Its help says statements include the account and routing numbers for the selected account and all transaction activity in the stated date range, and Mercury's FAQ says the partner bank is listed on your statements. IO card statements are separate. Each covers one billing period, with an overview of credit limit, total spending and cashback, the posted transactions and payments, and the statement balance at the end date. Charges show as positive amounts and payments and refunds as negative, the opposite of the Transactions page. Autopay appears as a scheduled payment on the cover page, not in the transaction list.

Tips for converting Mercury statements

Monthly statements are PDFs. For part of the current month, Mercury can generate a custom statement; it converts the same way, and the balance check runs if the statement shows opening and closing balances.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Why doesn't my Mercury IO statement's starting balance match last month's ending balance?
Mercury changed its IO card statement format in 2026. Its help says the first statement after the change may show a starting balance that differs from the previous statement's ending balance. That's a one-time difference, not a missing payment, and from then on the starting balance matches the previous ending balance. Regenerated statements follow the new format.
Can I get Mercury statements after closing my account?
Mercury's help says most account statements, including account closure letters, stay available when you log in after the account is closed, but it recommends downloading what you need first. For Treasury statements after closure, contact Mercury support. Statements for accounts closed when switching partner banks are under "Inactive accounts" at the bottom of the accounts dropdown in Documents & Data.
Can my bookkeeper download Mercury statements?
Yes. Mercury has an accountant role that can see transaction history and statements but can't move money or change user permissions, and its permissions can be customized. You can also select statements in Documents & Data and share them with recipients by email instead of downloading and forwarding them.
Can I convert Mercury statements to Excel?
Yes. Upload the PDF statement from Mercury and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Mercury credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.