Description
Rocket Statements is an AI-powered tool designed to transform PDF bank statements into structured, transaction-ready data formats like Excel, CSV, and JSON. It eliminates the need for manual data entry and cleanup, streamlining financial document processing for both individual users and accounting firms.
Read More
The platform utilizes a multi-stage AI OCR pipeline to accurately extract and normalize transaction data from a wide array of bank statements, regardless of format or date range. This ensures clean, reliable outputs that can be immediately integrated into accounting software or custom workflows.
Key capabilities include automatic detection of bank formats from over 100 global institutions, advanced AI-driven transaction categorization following standard accounting practices, and cloud-based document management for easy organization by client, account, or custom tags. For teams, Rocket Statements offers role-based permissions and shared workspaces to facilitate collaboration and scale processing from individual use to firms with over 100 users.
Security is a top priority, with bank-grade 256-bit encryption for data in transit and at rest, ensuring sensitive financial information is protected. Integrations with popular platforms like Google Sheets, Microsoft Excel, QuickBooks, and Xero further enhance its utility for accounting professionals.
Rocket Statements is built to scale, handling everything from single statement conversions to high-volume batch processing of hundreds of statements per hour. It offers a 7-day free trial with 20 free pages, requiring no credit card, making it accessible for users to experience its speed and accuracy firsthand.
- CategoryAI Document & PDF Tools
- Pricing ModelSubscription
- DeploymentCloud
- PlatformsWeb, Google Sheets, Microsoft Excel
Rocket Statements's Core Features
AI-powered OCR for bank statement conversion
Converts PDFs to Excel, CSV, and JSON formats
Supports over 100 global banks
Automatic detection of bank statement layouts
AI-driven transaction categorization
Bank-grade 256-bit encryption for data security
Cloud document management with tagging and folders
Team collaboration features with role-based permissions
Integrations with Google Sheets and Microsoft Excel
Direct integration with QuickBooks and Xero
Scalable processing from individual to enterprise volumes
7-day free trial with 20 free pages
How to use Rocket Statements?
Upload Bank Statements: Upload single statements or batch process hundreds of PDFs.
AI-Powered Data Extraction: The AI engine extracts transaction data across hundreds of bank formats.
AI-Powered Categorization: Transactions are automatically assigned categories.
Organization in the Cloud: Organize statements by client, year, and account with smart folders and tagging.
Team Collaboration: Utilize role-based permissions and shared workspaces for team management.
Spreadsheet Integrations: Work with financial data directly in Google Sheets or Microsoft Excel.
Merge, Export & Scale: Export processed data in Excel, CSV, JSON, or ZIP formats.
Rocket Statements's Use Cases
- Data Extraction
- Financial Reporting
- Bookkeeping Automation
- Tax Preparation
- Client Statement Management
- Personal Finance Management
- Accounting Workflow Integration
