The Scenario
It's Monday and the board packet goes out Wednesday. The CFO needs a liquidity table: every Mercury account, its current balance, and the total across all accounts. Last time, someone opened Mercury, wrote down seven numbers on a sticky note, opened the board deck template, typed the numbers in, realized two accounts were missing, went back to Mercury, and updated. Three of the seven numbers were from the prior business day because Mercury updates balances overnight and the person pulled them at the wrong time.
The bad version:
- Open Mercury, navigate to each account one at a time, note the current balance
- Switch to the Google Sheet, find the liquidity tab, type each balance into the corresponding row
- Add a SUM formula manually, double-check that you haven't missed a treasury account
The board meeting is Wednesday. The deck gets sent to the printer Tuesday afternoon. There is no room for a balance that is off by $14,000 because someone pulled from the wrong account.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your spreadsheet and connects to Mercury, pulling all your accounts — checking, savings, treasury — into the sheet in one call, with the structure you specify.
List all Mercury accounts and write account name, account type, routing number last 4, and current balance into this sheet — add a SUM formula in the last row for total balance across all accounts
What You Get
- One row per Mercury account
- Column A: account name as it appears in Mercury
- Column B: account type (checking, savings, treasury)
- Column C: last 4 digits of routing number
- Column D: current balance as a number
- Final row: SUM formula across all balance cells in column D
What If the Data Is Not Quite Ready
I need checking and treasury accounts in separate tabs
Fetch all Mercury accounts and all treasury accounts, write them into Sheet1 (checking/savings) and Sheet2 (treasury) respectively with name and balance, then write the combined total into cell A1 of Sheet3 labeled 'Total Liquidity'
The board wants balances as of a specific date
Pull all Mercury accounts and write their current balances into column B alongside account names in column A, then add a note in cell D1 with today's date formatted as 'Balances as of YYYY-MM-DD' so the deck is timestamped
I want a running history — append today's balances as a new row
Fetch all Mercury account balances, find the first empty row in this sheet, and write today's date in column A and the total balance across all accounts in column B — one new row per week, preserving all previous rows above
One-shot: pull balances, calculate week-over-week change, flag accounts below threshold
Pull all Mercury accounts and write account name and current balance into columns A and B, then in column C calculate the difference between the balance in column B and the balance I'll type in column D as last week's number, and in column E write 'LOW' if the current balance is below the threshold I'll put in cell F1
Describe the full structure you want — current data, comparison, conditional flag — in one prompt rather than rebuilding it step by step.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you track liquidity for board reporting, then ask it to pull your Mercury account balances. For the full picture of what SheetXAI can pull from Mercury, see the hub overview or the transaction export spoke.