The Scenario
A new entity is being onboarded into the KYC system and the compliance officer needs a pre-fill package: the Mercury organization's legal name, EIN, and any DBA names, plus the full list of users with their names, emails, and roles. The KYC platform accepts an Excel upload, but someone has to get the data out of Mercury first. The last time this came up, the person responsible copied the EIN from a bank statement PDF, looked up users one at a time in the Mercury settings panel, and typed everything into a spreadsheet by hand. Three users were missed because Mercury shows them on a second page.
The bad version:
- Open Mercury settings, locate the organization details, manually copy the legal name, EIN, and any DBA entries
- Navigate to the users section, copy each user's name, email, and role one at a time
- Miss anyone on the second page of the user list, submit the KYC form, get kicked back a week later when the auditor notices the user count doesn't match
Compliance timelines are not forgiving. A missed user or a typo on the EIN adds weeks to an onboarding process that's already slow.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Mercury and retrieves both organization details and user records in one operation — legal name, EIN, DBA names, and every user on the account.
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: organization record — legal business name, EIN, and any registered DBA names in separate rows
- Sheet2: full user list — one row per user with name in column A, email in column B, and Mercury role in column C
What If the Data Is Not Quite Ready
I need to 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 of this Google Sheet, 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 our 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 emails in column D of this sheet (our HR roster) and write 'active employee' or 'not in HR system' in column C
Full KYC pre-fill in one pass: org details, user list, domain flag, 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 Sheet2 cell F1
Producing the complete pre-fill package in one pass means the KYC submission goes in without a round-trip back to Mercury for missing data.
Try It
Get the 7-day free trial of SheetXAI and open the compliance Google Sheet 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 audit package, see the statement index spoke.