The Scenario
The bookkeeper sent a message at 8 AM: she needs all Q1 transactions from Mercury before the reconciliation call at 10. Not a summary — every transaction, with date, description, amount, category, and status. Last quarter you pulled a CSV, reformatted the date column in Excel, deleted the header row Mercury exports twice for some reason, and pasted it into the sheet. It took 45 minutes and you still missed 12 transactions from the secondary account because you forgot to switch accounts before exporting.
The bad version:
- Log into Mercury, set the date filter to January 1 through March 31, export CSV from the primary account, repeat for the savings account
- Open both CSVs, reconcile the column headers (Mercury labels amount differently across account types), stack the rows, fix the dates
- Paste into the master sheet, manually check the row count against Mercury's "800 transactions" badge to confirm nothing got cut off
The reconciliation call is in two hours and you have other things open. Redoing this export sequence every quarter is not a sustainable use of a morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects directly to Mercury and pulls transaction data into your spreadsheet — paginating through every page automatically, across all your accounts, without you managing a single API call.
Pull all Mercury transactions from January through March 2025 and write date, description, amount, Mercury category, and status into columns A through E of this sheet, paginating through all pages until complete
What You Get
- Column A: transaction date in YYYY-MM-DD format
- Column B: Mercury's transaction description (payee name or memo)
- Column C: amount as a decimal, negative for debits
- Column D: Mercury category label as assigned in your account
- Column E: transaction status (sent, pending, failed)
- Every page of results retrieved — no manual pagination, no cut-off at row 100
What If the Data Is Not Quite Ready
The date column imports as text and breaks sorting
Pull all Mercury transactions from Q1 2025 into columns A through E, then in column F convert the date in column A to a proper date value using the DATEVALUE formula so I can sort the sheet chronologically
I need only sent transactions, not pending or failed
Pull all Mercury transactions from January through March 2025, filter to only transactions with status 'sent', and write date, description, amount, category, and status into columns A through E
I need transactions from two separate Mercury accounts in separate tabs
Fetch all Q1 2025 transactions from Mercury account named 'Operations Checking' and write them into Sheet1, then fetch all Q1 2025 transactions from the account named 'Tax Reserve' and write them into Sheet2 — same columns: date, description, amount, category, status
Clean, categorize, and total in one shot
Pull all Mercury transactions from Q1 2025, write raw data into Sheet1 with date, description, amount, and category, then in Sheet2 write a unique list of categories with total spend per category sorted largest to smallest — exclude any transactions with status 'failed'
The underlying pattern: ask for the cleanup, the filter, and the summary structure all at once rather than running separate steps.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you use for quarterly reconciliation, then ask it to pull your Mercury transactions for the period. Once the data is in, link to the treasury dashboard spoke for pulling account balances, or return to the Mercury overview for the full integration picture.