The Scenario
The audit notice arrived Tuesday. The auditors want 12 months of monthly bank statements across all three Mercury accounts, organized with account name, statement period, and a reference identifier. The controller is responsible for pulling them together. She's done this before — it means logging into Mercury, clicking into each account, finding the statements section, noting down the statement IDs and periods one by one, and building the index manually. Last year it took most of an afternoon and she still had to go back twice to pick up statements she'd skipped.
The bad version:
- Open Mercury, click into Account 1, navigate to statements, record statement period and ID for each of the last 12 months
- Repeat for Account 2 and Account 3
- Build the index in a spreadsheet, double-check that 12 months times 3 accounts equals 36 rows
Audit prep is already stressful. Building the index by hand when the data is sitting in an API is the kind of friction that makes a stressful week worse.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Mercury and retrieves statement records across all your accounts — no manual navigation, no row-by-row transcription.
For each Mercury account in column A of this sheet, fetch all monthly statements from the past 12 months and write account name, statement period, and statement ID into columns B through D
What You Get
- Column A: account name (either from your pre-filled list or pulled from Mercury)
- Column B: statement period (month and year)
- Column C: Mercury statement ID for auditor reference
- Column D: additional metadata if available (statement date, etc.)
- One row per statement — 36 rows for 3 accounts across 12 months
What If the Data Is Not Quite Ready
I want the most recent 3 statements per account, sorted
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
I need to confirm statement coverage — flag any missing months
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
Build a statement index with a link column for auditor reference
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 'Request from Mercury' as a placeholder for where the auditor can note the download link
Full audit index in one pass: all accounts, 12 months, sorted, coverage-checked
Fetch all Mercury accounts, pull all monthly statements from the past 12 months for each, 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 range is missing for that account
Surfacing gaps in the same pass means the controller can flag missing statements to Mercury before the auditors ask about them.
Try It
Get the 7-day free trial of SheetXAI and open the compliance Google Sheet 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.