Rocket Statements

Comprehensive solution for transforming bank statements into organized, clean data for easy analysis and accounting.

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AI Document Extraction AI PDF AI OCR AI Accounting

About Rocket Statements

Rocket Statements provides an all-in-one platform for converting bank statements and financial documents into structured, usable data. Supporting over 100 international banks, it ensures security, speed, and accuracy. Users can convert PDFs into Excel, JSON, and CSV formats, with features for data cleaning, transformation, and customization. Seamless integrations with QuickBooks, Xero, FreshBooks, and Google Sheets streamline accounting workflows and financial management.

How to Use

Upload your bank statement PDF to Rocket Statements. The AI engine automatically extracts transaction details, allowing you to convert data into formats compatible with your accounting software and organize files into custom folders for efficiency.

Features

Automatic detection of statement formats for quick processing
Secure, cloud-based platform ensuring data protection
Tools for data cleaning, transformation, and structuring
Google Sheets integration via add-on
Robust file management for easy organization
Convert PDFs into CSV, XLSX, or JSON formats

Use Cases

Managing and organizing financial documents
Converting bank statements for accounting software integration
Automating financial data entry processes

Best For

Financial analystsAccountantsBookkeepersCPAsSmall business ownersFinance teamsAccounting firmsBookkeeping services

Pros

Powerful data cleaning and transformation tools
Offers a free trial for new users
Supports over 100 global banks
High accuracy with 99.9% data extraction rate
Integrates smoothly with popular accounting platforms
Secure, cloud-based data management

Cons

Some advanced features are exclusive to higher-tier plans
Data retention periods vary by subscription level
Monthly page limits depend on your selected plan

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

Basic

$8/month

Access core features with 100 pages/month, 5MB file size limit, and 30-day data storage to start managing your financial data efficiently.

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Essentials

$16/month

Enhance your workflow with transaction syncing and smart tools. Includes 500 pages/month, one linked account, and one-year data retention.

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Business

$37/month

Ideal for growing teams, offering 1,000 pages/month, five linked accounts, 100MB file size limit, and two years of data storage.

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Advanced

$58/month

Designed for finance teams requiring scalability and audit readiness. Includes 3,000 pages/month, 10 linked accounts, 500MB file limit, and five years of data retention.

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FAQs

How does Rocket Statements convert bank statements?

Rocket Statements uses advanced AI to automatically recognize and extract transaction data, dates, and amounts with high accuracy from PDFs.

Is my financial data secure with Rocket Statements?

Yes, Rocket Statements employs robust security protocols that comply with industry standards to protect your sensitive data.

Can Rocket Statements convert any bank statement into CSV or Excel?

Yes, it supports hundreds of banks worldwide, converting PDF statements into Excel, CSV, or JSON formats effortlessly.

How quickly can I expect my bank statements to be processed?

Our platform processes and converts your financial data within minutes, ensuring fast and efficient workflows.

Why should I choose Rocket Statements for bank statement conversion?

Rocket Statements simplifies data extraction, improves accuracy, and integrates seamlessly with your accounting tools, saving time and reducing manual effort.