The Scenario
The annual vendor contract review kicks off next week and the COO needs the authoritative list of everyone the company pays through Mercury — all 120 recipients. Not transactions. Just the payee list: names, types, IDs. The person who previously owned the vendor master spreadsheet left six months ago, and nobody has verified whether it's still current. The only place with the real data is Mercury.
The bad version:
- Open Mercury, navigate to the recipients section, scroll through the full list
- Manually type each recipient's name, type, and ID into an Excel workbook
- Accept that you'll likely miss some because Mercury paginates and you're not sure if you scrolled to the true end
A vendor audit built on an incomplete recipient list gives false assurance to a process that depends on complete data.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Mercury and retrieves your full recipient list — every payee, every page — without you managing pagination or losing records.
List all Mercury recipients and write recipient name, recipient type, and Mercury recipient ID into columns A through C of this sheet, paginating to get all records
What You Get
- Column A: recipient name as stored in Mercury
- Column B: recipient type (individual, business, etc.)
- Column C: Mercury's internal recipient ID for reference
- All pages retrieved automatically — no manual pagination, no cut-off
What If the Data Is Not Quite Ready
Cross-reference Mercury recipients against the vendor master in this workbook
Fetch all Mercury recipients and cross-reference them against the vendor names in column A of this workbook — write 'found in Mercury' or 'not found' in column B for each vendor
Identify potential duplicate recipients
List all Mercury recipients into columns A through C, then in column D flag any recipient names that appear more than once in column A with the word 'DUPLICATE' — leave column D blank for unique names
I only want business recipients, not individuals
Fetch all Mercury recipients and filter to only those with recipient type 'business', then write name, type, and recipient ID into columns A through C
Full vendor audit in one shot: all recipients, cross-reference, flag duplicates, count mismatches
List all Mercury recipients into columns A through C, cross-reference each name against the vendor list in column E writing 'matched' or 'unmatched' in column D, flag duplicates in column E, and in cell F1 write a count of Mercury recipients not found in the vendor master
Surfacing mismatches and duplicates in the same pass means the review meeting has real data to work from, not a list that needs more cleanup.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're using for the vendor contract review, then ask it to pull your Mercury recipients. To also audit which cards have been issued, see the card audit spoke.