Audit All Issued Mercury Cards Across Accounts in an Excel workbook

The Scenario

You're the finance director and the CFO just forwarded a policy memo: all cards issued to former employees must be identified and cancelled by end of month. You have 200 employees spread across 12 Mercury business accounts. Nobody has a current list of which cards are active and who holds them. The spreadsheet that used to track this hasn't been updated since Q3 because the person who maintained it changed roles.

The bad version:

• Open Mercury, click into each of the 12 accounts one at a time, navigate to the cards section
• Record each card's account name, card type, last 4 digits, cardholder name, and status — by hand, 12 times
• Merge the lists in Excel, filter for active cards, cross-reference cardholder names against the terminated employee list

This is data entry work disguised as financial controls. Cross-referencing card records manually across a dozen accounts is what produces the mistake that shows up in the audit six months later.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Mercury and retrieves card records across all your accounts in one operation — account name, cardholder, card type, status — without clicking through each account manually.

For each Mercury account, fetch all associated cards and write account name, card ID, card type, last 4 digits, cardholder name, and status into this sheet — one row per card

What You Get

• Column A: Mercury account name the card belongs to
• Column B: card ID (Mercury's internal identifier)
• Column C: card type (debit or credit)
• Column D: last 4 digits
• Column E: cardholder name as stored in Mercury
• Column F: current card status (active, frozen, cancelled, etc.)

What If the Data Is Not Quite Ready

I only want active cards

Pull all Mercury cards across all accounts and filter to only cards with status 'active', then write cardholder name, card type, account name, and last 4 digits into this Excel sheet

Cross-reference active cardholders against the terminated employee list

Fetch all active Mercury cards across all accounts, write cardholder name, account name, card type, and status into columns A through D, then check each name in column A against the terminated employee names in column F of this workbook and write 'TERMINATED' in column E for any match

Flag any cards that appear inactive based on status

Pull all Mercury cards across all accounts, write cardholder name, account name, and status into columns A through C, and in column D flag any card where status is not 'active' with the label 'REVIEW'

Full card audit in one pass: all cards, active filter, cross-reference, cancellation count

Fetch all Mercury cards across all accounts, filter to active cards only, write cardholder name, card type, account name, and last 4 digits into columns A through D, cross-reference each cardholder name against the terminated employee list in column F and write 'CANCEL' in column E for any match, then in cell G1 write the count of cards flagged for cancellation

One prompt delivers a sheet the finance team can hand directly to Mercury support.

Try It

Get the 7-day free trial of SheetXAI and open your offboarding audit Excel workbook, then ask it to pull all issued Mercury cards. To also check for stale recipients in the same audit pass, see the recipient audit spoke.