Rocket Statements

What is Rocket Statements?

Rocket Statements is an advanced AI-powered tool designed to convert bank statements from PDF to Excel, CSV, and JSON formats. It is built to handle both individual and enterprise-level financial document processing with high accuracy and security.

Key Features of Rocket Statements

• Clean, Transform & Format: Customize output to fit your accounting software or workflow. Clean data, remove duplicates, and categorize transactions automatically.
• Auto-Detects Bank Formats: Works across hundreds of banks worldwide. Advanced AI recognizes statement layouts from Chase, Bank of America, Wells Fargo, and more.
• Cloud Document Management: Perfect for accounting firms. Group and search by client, account, or custom tags. Built-in folder structure for easy management.
• Team Collaboration: Role-based permissions and shared workspaces. Scale from individual use to teams of 100+ users with enterprise controls.
• Enterprise Security: Bank-level 256-bit encryption and secure cloud infrastructure. Built specifically for sensitive financial data with enterprise-grade protection.
• Powerful Integrations: Direct integration with QuickBooks, Xero, Google Sheets, and more. Export in multiple formats including Excel, CSV, and JSON.

How does Rocket Statements work?

1. Upload Bank Statements: Upload single statements or batch process hundreds of PDFs at once. Perfect for individuals managing personal finances or accounting firms handling multiple clients during busy periods.
2. AI-Powered Data Extraction: Our enterprise-grade AI engine instantly recognizes and extracts all transaction data across hundreds of bank formats with 99.9% accuracy. Scales from personal statements to high-volume firm processing.
3. Organization in the Cloud: Organize statements by client, year, and account with smart folders and tagging. Built for accounting firms managing multiple clients while remaining simple for individual users.
4. Team Collaboration: Built for accounting firms: role-based permissions, shared workspaces, and team collaboration tools. Partners, managers, and staff each get appropriate access levels for seamless client management.
5. Google Sheets Integration: Work with financial data directly in Google Sheets with our powerful add-on. Import, sync, and analyze data with custom formulas designed for accounting workflows.
6. Export & Scale: Export processed data in Excel, CSV, JSON, or ZIP formats. Individual files for personal use, or bulk exports for firms processing hundreds of client statements monthly.

Who is Rocket Statements for?

• Solo Practitioners & Small Businesses: Perfect for entrepreneurs, freelancers, bookkeepers, and small CPA practices managing 1-50 statements per month. Simple, fast, and cost-effective.
• Accounting Firms & Teams: Built for CPA firms managing multiple clients with collaboration, compliance, and enterprise-scale processing. Handle hundreds of statements effortlessly.

Why choose Rocket Statements?

• Speed and Accuracy: Trusted by experts for its speed and accuracy in converting bank statements.
• Security: Bank-level 256-bit encryption and secure cloud infrastructure ensure your data is protected.
• Scalability: From individual use to enterprise firms managing 100+ clients with team collaboration.
• Integrations: Direct integration with popular accounting software like QuickBooks, Xero, and Google Sheets.

Pricing

• Basic: $8/month (billed yearly) - 100 Pages/month, Clean Data Formatting, Bulk Processing, Multiple Export Options, Global Banks Supported.
• Essentials: $16/user/month (billed yearly) - 500 Pages/month, 2 Synced Bank Accounts, Multi-Seat Support, Live Sync Bank Transactions, Data Transforms, Team Collaboration, Cloud Document Management.
• Business: $37/user/month (billed yearly) - 1000 Pages/month, 5 Synced Bank Accounts, Multi-Seat Support, Live Sync Bank Transactions, Data Transforms, Team Collaboration, Cloud Document Management.
• Advanced: $58/user/month (billed yearly) - 3000 Pages/month, 10 Synced Bank Accounts, Multi-Seat Support, Live Sync Bank Transactions, Data Transforms, Team Collaboration, Cloud Document Management.

Frequently Asked Questions

• How does Rocket Statements convert bank statements?: Rocket Statements uses advanced AI OCR technology to recognize and extract transaction data from bank statements.
• What file types do you support?: We support PDF, JPG, JPEG, TIFF, and PNG formats.
• What formats can I export to?: You can export to Excel, CSV, JSON, and ZIP formats.
• How accurate is the output?: Our AI engine ensures 99.9% accuracy in data extraction.
• Is my data secure?: Yes, we use bank-level 256-bit encryption and secure cloud infrastructure to protect your data.

Conclusion

Rocket Statements is the ultimate tool for converting bank statements from PDF to Excel, CSV, and JSON formats. With its advanced AI technology, top-tier security, and powerful integrations, it is the go-to solution for individuals and accounting firms looking to streamline their financial document processing.