What is Rocket Statements?
Rocket Statements is a powerful tool that instantly converts bank statements from PDF to Excel, CSV, and JSON formats. It supports over 100 global banks, including Chase, Bank of America, and Wells Fargo, using advanced AI to recognize and extract transaction data with 99.9% accuracy. The tool eliminates manual data entry and cleanup, providing clean, transaction-ready data that can be customized to fit any accounting software or workflow. Features include automatic transaction categorization following standard accounting practices, duplicate removal, and the ability to group and search by client, account, or custom tags. Built-in folder structures and role-based permissions make it ideal for teams, from individual professionals to enterprise accounting firms with up to 100+ users. Rocket Statements offers bank-level 256-bit encryption and secure cloud infrastructure, ensuring top-tier security for sensitive financial data. It integrates directly with QuickBooks, Xero, Google Sheets, and other platforms, and exports in multiple formats. Use cases range from entrepreneurs and freelancers managing 1-50 statements per month to CPA firms handling hundreds of statements for multiple clients. The scalable process allows batch processing of PDFs, saving hours of manual work. Technical details include a user-friendly interface for uploading single or multiple PDFs, automatic layout recognition across hundreds of bank formats, and customizable output options. Whether for personal finance management or high-volume firm processing, Rocket Statements streamlines financial document processing, making it faster and more accurate. The tool is designed to handle everything from single statements to enterprise volumes, transforming financial data in minutes. With its combination of speed, accuracy, and security, Rocket Statements is trusted by experts for financial data conversion and analysis.
Use Cases
Key Features
PDF to Excel/CSV/JSON conversion 100+ bank support 99.9% AI accuracy automatic transaction categorization duplicate removal client/account grouping role based permissions bank level 256 bit encryption QuickBooks/Xero integration custom workflow exportWho is it for?
accountants, CPA firms, freelancers, entrepreneurs, bookkeepers, finance teams, enterprise accounting firms
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