The Scenario
The audit notice arrived Tuesday. The auditors want a statement index: 12 months of monthly bank statements, across all three Mercury accounts, organized with account name, statement period, and reference ID. The controller has done this before. Last year it meant opening Mercury, clicking into each account, navigating to statements, writing down periods and IDs, then building the Excel index manually. She went back twice because she missed February for Account 2. It took most of an afternoon.
The bad version:
- Open Mercury, navigate into Account 1, go to statements, record statement period and ID for each of the last 12 months
- Repeat for Accounts 2 and 3
- Build the index in Excel, manually verify that 12 months times 3 accounts produces 36 rows
Audit prep is already high-stakes. Spending an afternoon building a reference index by hand — when the data is available through an API — is the kind of friction that makes a stressful week actively worse.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Mercury and retrieves statement records across all your accounts — no manual navigation, no row-by-row transcription.
List all Mercury accounts and for each one pull the most recent 3 statements, writing account name, statement month, and statement ID into this Google Sheet sorted by account then date descending
What You Get
- Column A: Mercury account name
- Column B: statement month and year
- Column C: Mercury statement ID for auditor reference
- Sorted by account name then by date descending — most recent statements first per account
What If the Data Is Not Quite Ready
I need all 12 months, not just the 3 most recent
For each Mercury account, fetch all monthly statements from the past 12 months and write account name, statement period, and statement ID into columns A through C
Flag any missing months in the 12-month range
Fetch all Mercury statements from the past 12 months across all accounts, write account name and statement period into columns A and B, then in column C flag any account-month combination that is missing from the expected 12-month range
Add a placeholder column for auditor download notes
Pull all Mercury statements from the past 12 months across all accounts, write account name, statement period, and statement ID into columns A through C, and in column D write 'Pending download' as a placeholder for each row
Full audit index in one shot: all accounts, 12 months, sorted, gap-checked
Fetch all Mercury accounts, pull all monthly statements from the past 12 months for each account, write account name, statement period, and statement ID into columns A through C sorted by account then date descending, then in column D flag any gaps where a month in the 12-month window is missing for that account
Flagging coverage gaps in the same pass means missing statements get requested from Mercury before the auditors ask about them.
Try It
Get the 7-day free trial of SheetXAI and open the compliance Excel workbook you're building for the audit, then ask it to index your Mercury statements. For the full picture of what Mercury data SheetXAI can access, return to the Mercury integration overview.