The Scenario
A new entity is being onboarded into the KYC platform and the compliance officer needs a pre-fill package: Mercury organization legal name, EIN, any DBA names, and the full user list with names, emails, and roles. The KYC platform accepts an Excel upload. Someone has to pull the data from Mercury first. Last time this happened, the responsible person copied the EIN from a bank statement PDF, navigated Mercury's settings panel one user at a time, and typed everything into Excel. She missed four users because Mercury shows them on a second page and she didn't notice the pagination indicator.
The bad version:
- Open Mercury settings, locate org details, manually copy legal name, EIN, and DBA entries
- Navigate to users, copy each user name, email, and role one at a time across two pages
- Reconcile the completed spreadsheet against the number Mercury shows in the user count badge — hope the numbers match
Compliance timelines do not absorb re-submissions. A missed user or transposed EIN digit adds weeks to an onboarding process that was already behind schedule.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Mercury and retrieves both organization details and the complete user roster in one operation — no page-by-page navigation, no manual transcription.
Fetch the Mercury organization details and all Mercury users, then write org legal name, EIN, and DBA names into Sheet1, and user name, email, and role into Sheet2
What You Get
- Sheet1: org record — legal business name, EIN, and any DBA names in separate rows
- Sheet2: full user list — one row per user with name in column A, email in column B, Mercury role in column C
- Every user retrieved, including those on pagination page 2
What If the Data Is Not Quite Ready
Flag users whose email domain doesn't match the company domain
Pull all Mercury users and write their name, email, and user ID into columns A through C, then highlight in yellow any users whose email domain does not match the company domain I'll put in cell E1
I only need admin-level users for the KYC form
Fetch all Mercury users, filter to only those with an admin or owner role, and write name, email, and role into columns A through C
Cross-reference Mercury users against the HR system roster
Pull all Mercury users into columns A and B with name and email, then check each email in column B against the HR roster emails in column D of this workbook and write 'active employee' or 'not in HR system' in column C
Full KYC package in one pass: org details, user list, domain validation, user count
Fetch the Mercury organization details and write legal name, EIN, and DBA names into Sheet1, then fetch all Mercury users and write name, email, and role into Sheet2, flag any user whose email domain doesn't match the domain in Sheet1 cell B1 in column D, and write the total user count in cell F1 of Sheet2
Generating the complete pre-fill package in one prompt means the KYC submission goes in without a round-trip back to Mercury for missing fields.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're preparing for the KYC upload, then ask it to pull your Mercury organization and user records. For building a statement index for the same compliance package, see the statement index spoke.