Convert a Mercury bank statement to Excel
Convert a Mercury statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. Mercury statements use this layout: Mercury statements are split by account (Checking / Savings / Treasury); each section is a ledger with Date, Description (counterparty plus ACH/wire/card type), a single signed Amount column (credits positive, debits negative), and a running Balance on the right, with opening and closing balances bracketing the section.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
Columns
Mercury statements are split by account (Checking / Savings / Treasury); each section is a ledger with Date, Description (counterparty plus ACH/wire/card type), a single signed Amount column (credits positive, debits negative), and a running Balance on the right, with opening and closing balances bracketing the section.
Best source
Open Mercury on web or the app, go to Settings → Statements and download the official monthly PDF (a native text PDF) — don't feed in a screenshot or a scanned copy, since OCR on scans misreads amounts and dates.
Review target
Flagged rows, opening and closing balances.
Watch-outs for Mercury statements
Mercury usually relies on one signed amount column. Flagged rows often come from a minus sign or parenthesized amount being read the wrong way.
Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.
Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.
How to convert a Mercury statement
- 1
Download your Mercury statement as a text-based PDF from online banking.
- 2
Drop the PDF into the local converter on this page.
- 3
Review detected columns, opening and closing balances, and every flagged row.
- 4
Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.
Frequently asked questions
No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your Mercury statement is not uploaded or sent to an AI service.
Open Mercury on web or the app, go to Settings → Statements and download the official monthly PDF (a native text PDF) — don't feed in a screenshot or a scanned copy, since OCR on scans misreads amounts and dates.
Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.
Updated · StatementSift team