RapidPnL
GUIDE · DOWNLOAD STATEMENTS

How to download your Mercury statements

The fastest way to get the monthly PDF statements from Mercury that you need for a profit & loss statement — the official PDFs, with the balances that let every figure reconcile.

UPDATED JULY 2026 · WRITTEN BY A LICENSED CPA · RAPIDPNL

Where Mercury keeps your statements

Settings → Statements

Statements are easiest to download on a desktop browser rather than the mobile app. If the exact wording differs from the steps below, look for “Statements” or “Statements & Documents”; banks tuck it under the account or a top-level menu.

Step by step

  1. 01Sign in at mercury.com on a desktop browser.
  2. 02Open “Statements” (under Settings or the account menu).
  3. 03Choose the account and the statement month.
  4. 04Click to download the statement PDF.
  5. 05Save it, then repeat for each month and account.
Download the PDF, not a screenshot or a spreadsheet export. RapidPnL reads the official statement PDF because it carries the beginning and ending balances. That's what lets us prove your P&L reconciles to the penny. Startup and e-commerce businesses on Mercury often also carry a card account — include those statements so card payments match up and nothing double-counts.

How far back can you go?

Mercury keeps statements for the life of the account. If you need older statements than appear online, contact the bank to request them.

Turn those statements into a P&L

Upload the PDFs and get a management-use profit & loss in minutes — every statement reconciled to the penny. $49 for 3 months, then $9 each additional month. Full refund if we can't reconcile.

Get your P&L · $49

Using a different bank?

What the statements become

Common questions

How many months of Mercury statements should I download?

For a profit & loss statement, download every month in the period you want to cover; most business loans ask for 3, 6, or 12 months. RapidPnL covers 3 statement-months for $49, then $9 per additional month.

Should I download a PDF or export transactions to Excel/CSV?

Download the monthly statement PDF. A transaction export usually lacks the beginning and ending balances that let RapidPnL prove every statement reconciles to the penny. The official PDF has them.

How far back do Mercury statements go online?

Mercury keeps statements for the life of the account.

Do credit card statements work too?

Yes. Upload your business checking and any business credit card statements together. RapidPnL matches card payments to your bank so nothing gets double-counted.

Written by a licensed CPA. This guide is general information, not tax, legal, accounting, or financial advice, and does not create a professional relationship. Lender requirements and bank websites change; confirm specifics with your lender and financial institution. RapidPnL reports are cash-basis summaries generated from customer-provided data for management use only, not audited or CPA-reviewed. © 2026 RapidPnL LLC.