The Scenario
You're the finance director and the CFO just forwarded a policy memo: all cards issued to employees who left the company in the past 18 months must be identified and cancelled by end of month. You have no idea how many cards Mercury has issued across your 12 business accounts. The last person who tracked this kept a spreadsheet, but it hasn't been touched since Q3.
The bad version:
- Open Mercury, click into each account one by one, navigate to the cards section
- Note down each card: cardholder, type, last 4, status — manually, across 12 accounts
- Merge the lists in a spreadsheet, filter for active cards, then manually cross-reference names against your terminated employee list
You're a finance director, not a data entry operator. Cross-referencing card records by hand across a dozen accounts is exactly the kind of work that slips through at 6 PM when you still have three other things open.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Mercury and retrieves card records across all your accounts in one pass — account name, cardholder, type, status — without you 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 of the card number
- 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 Google Sheet
Cross-reference 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 sheet and write 'TERMINATED' in column E for any match
Flag cards that have had no transactions in the last 90 days
Pull all Mercury cards across all accounts, write cardholder name, account name, and status into columns A through C, then in column D note any cards that appear inactive based on status or last transaction date where available
Full card audit in one shot: pull all cards, filter active, cross-reference, flag for cancellation
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 in column A against the terminated employee list in column F and write 'CANCEL' in column E for any match, then in cell G1 write a count of cards flagged for cancellation
One prompt produces a sheet ready to hand to Mercury support — no intermediate steps, no manual filtering.
Try It
Get the 7-day free trial of SheetXAI and open your offboarding audit Google Sheet, then ask it to pull all issued Mercury cards across your accounts. To also audit your full recipient list for stale payees, see the recipient audit spoke.