Rocket Statements

Rocket Statements is a Data & Analytics tool that converts bank statements from PDF to Excel, CSV, and JSON formats. It uses AI OCR to extract and normalize transaction data, supporting over 100 global banks.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Mixed

About

What is Rocket Statements?

Rocket Statements is an AI-powered tool designed to convert bank statements from PDF to structured data formats like Excel, CSV, and JSON. It caters to both individual users and accounting firms, offering a scalable solution for financial document processing. The tool utilizes a multi-stage AI OCR pipeline to accurately extract and normalize transaction data across various banks, formats, and date ranges, ensuring clean and reliable outputs. Key features include automatic bank format detection, cloud document management, team collaboration with role-based permissions, and enterprise-grade security. It also provides powerful integrations with platforms like QuickBooks, Xero, Google Sheets, and Microsoft Excel, allowing users to streamline their financial workflows and categorize transactions automatically.

Best used for

Ideal for accountants and small business owners who need to convert bank statements to structured data, categorize transactions, and manage financial documents efficiently. Especially valuable for firms handling multiple clients or individuals seeking to streamline personal finance management and tax preparation.

Common actions

convert bank statements

extract financial data

categorize transactions

manage financial documents

integrate accounting data

Capabilities

Key features

PDF to Excel/CSV/JSON
AI OCR data extraction
Automatic transaction categorization
Cloud document management
Team collaboration
QuickBooks/Xero integration
Google Sheets/Excel add-ons

Target Audience

accountantsmall business ownerbookkeeperfreelancer

Integrations

quickbooksxerogoogle-sheetsmicrosoft-excel

Pricing & Plans

Freemium · Paid · Starting at USD 8.00

Basic: $8/month, Essentials: $15/month (yearly discount available)

FAQs

What file types does Rocket Statements support for conversion?

Rocket Statements primarily converts bank statements from PDF files. It also supports image formats like JPG, JPEG, TIFF, and PNG. The extracted data can then be exported into Excel (XLS), CSV, or JSON formats.

How accurate is the data extraction and categorization?

The tool boasts 99.9% accuracy for data extraction across hundreds of bank formats, utilizing an enterprise-grade AI engine. It also offers AI-powered categorization that intelligently assigns categories following standard accounting practices.

Does Rocket Statements offer integrations with accounting software?

Yes, Rocket Statements provides powerful integrations with popular accounting software such as QuickBooks and Xero. It also offers direct add-ons for Google Sheets and Microsoft Excel to process and sync transaction data.

Can I process bank statements from international banks?

Yes, Rocket Statements is designed to work with hundreds of banks worldwide. It supports various international banks across the United States, Canada, United Kingdom, Australia, Switzerland, Mauritius, Singapore, and Hong Kong.

Is there a free trial available for Rocket Statements?

Yes, Rocket Statements offers a 7-day free trial that includes 20 free pages for conversion. No credit card is required to start the free trial, allowing users to test its features before committing to a paid plan.

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