Rocket Statements

Rocket Statements: Automate Financial Document Cleanup

What is Rocket Statements?

Rocket Statements is an all-in-one solution designed to convert bank statements and financial documents into clean, structured data. It serves as a versatile tool for managing, storing, and converting financial documents with precision. With its powerful Transforms engine, Rocket Statements ensures everything is mapped exactly how your accounting software needs it.

Key Features:

• Instant Conversion: Convert bank statements from PDF to CSV, XLSX, or JSON without copy-pasting or OCR errors.
• Customizable Data Transformation: Tailor the output to seamlessly integrate with your accounting software or workflow.
• Auto-Detection of Statement Formats: Works across hundreds of banks, including Chase and Brex.
• Cloud-Based Security: Access your data from anywhere with bank-level security and no installations needed.
• Advanced File Management: Group and search statements by bank, account, or custom tags.

How to Use Rocket Statements:

1. Upload Your Bank Statement: Easily upload PDF bank statements from your computer or via drag and drop. Images of bank statements are also supported.
2. Automatic Data Extraction: The AI engine instantly recognizes and extracts transaction data, dates, and amounts with 99.9% accuracy.
3. Transform Your Data: Convert your data into formats compatible with QuickBooks, Xero, FreshBooks, and other accounting software.
4. Organize Files & Folders: Keep statements organized in custom folders for easy access and management.
5. Google Sheets Integration: Work with your financial data directly in Google Sheets using the add-on to import, sync, and analyze with ease.
6. Export in Your Preferred Format: Download processed data in Excel, CSV, JSON, or ZIP format.

Why is Rocket Statements Important?

Rocket Statements eliminates the need for manual data entry, saving time and reducing errors. It helps automate financial document cleanup, making it easier to manage and analyze financial data.

Where can I use Rocket Statements?

Rocket Statements is suitable for:

• Accountants and Bookkeepers
• Tax Preparation Firms
• Small Business Owners
• Mortgage Brokers and Lenders
• Nonprofits and Grant Managers
• Legal and Divorce Professionals
• Startup Founders and CFOs
• Property Management
• E-commerce Sellers
• Law Firms (Trust Accounting)
• Real Estate Investors

Integrations:

• QuickBooks Online
• Google Sheets

Security:

Rocket Statements uses bank-level 256-bit encryption, transaction security with end-to-end encryption, and secure infrastructure with multiple security layers.