rocket-statements

rocket-statements

Rocket Statements is a cloud-based tool that instantly converts bank statements and financial documents from PDF and image formats into clean, structured data formats like Excel, JSON, and CSV, tailored for seamless integration with popular accounting software.

rocket-statements is finance software teams evaluate for finance. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Free
#154 in Finance (154 tools)
Added 0 year ago
18146 directory views this week

Quick Overview

Best for: Finance

What it does

Finance software for decision-makers comparing workflow fit and alternatives.

Best fit

Finance

Pricing snapshot

Free from 7 days of full access with 500 pages, no credit card required

Next step

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rocket-statements

Rocket Statements automates the conversion of bank statements and financial documents into structured data formats, eliminating manual data entry and OCR errors. It supports hundreds of banks worldwide and offers a powerful Transforms engine to customize data output for accounting software like QuickBooks, Xero, and FreshBooks. Available on the web and as a Google Sheets add-on, it provides a secure, cloud-based solution for accountants and businesses to manage, store, and transform financial data efficiently.

All-in-one solution for converting bank statements into clean, structured data.

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Key Features

Instant Conversion

Convert bank statements from PDF and image formats instantly into CSV, XLSX, or JSON without manual copy-pasting or OCR errors.

Custom Data Transformation

Clean, transform, and format data to fit specific accounting software or workflow requirements using the Transforms engine.

Auto-Detection of Statement Formats

Automatically detects and processes statement formats from hundreds of banks including Chase, Brex, and more.

Cloud-Based and Secure

No installations required; work from anywhere with bank-level 256-bit encryption and secure infrastructure.

Advanced File Management

Organize and manage large volumes of statements with grouping, searching by bank, account, or custom tags.

Google Sheets Integration

Directly import and sync bank transactions into Google Sheets via a powerful add-on available on Google Workspace Marketplace.

Multiple Export Formats

Download processed data in Excel, CSV, JSON, or ZIP formats with a single click.

High Accuracy

AI engine extracts transaction data with 99.9% accuracy.

Pricing

Free Tier Available

Free trial with 7 days full access and 500 pages, plus 200 free pages to start.

Free Trial

7 days of full access with 500 pages, no credit card required
  • Full access to all features
  • 500 pages processing

Starter

200 free pages to get started
  • Basic conversion features
  • Access to supported banks

Use Cases

Accountants Handling Large Volumes

Manage, clean, and transform hundreds of bank statements efficiently with advanced file management and batch processing.

Small Businesses Automating Bookkeeping

Automate data entry by converting bank statements into formats compatible with popular accounting software, reducing manual errors.

Financial Analysts and Teams

Import and analyze bank transaction data directly in Google Sheets for collaborative financial analysis and reporting.

Multi-Bank Statement Processing

Process statements from hundreds of banks worldwide, supporting multinational financial workflows.

Integrations

Google Sheets

Import and sync bank transactions directly into Google Sheets using the Google Workspace add-on.

QuickBooks

Transform data to formats compatible with QuickBooks accounting software.

Xero

Supports data transformation for seamless integration with Xero.

FreshBooks

Customizable output to fit FreshBooks accounting workflows.

Benefits

Saves time by automating manual data entry and document cleanup.
Improves accuracy with AI-powered data extraction and format detection.
Enhances workflow integration with customizable data transformation.
Provides secure, cloud-based access with bank-level encryption.
Supports a wide range of banks and statement formats globally.
Enables seamless collaboration through Google Sheets integration.

Limitations

No offline or desktop application; requires internet access for cloud-based processing.
Limited to supported banks and statement formats; some rare or custom formats may not be fully compatible.

Frequently Asked Questions

What file formats does Rocket Statements support?
Rocket Statements supports PDF bank statements as well as image formats including JPG, JPEG, PNG, and TIFF.
Is my financial data secure with Rocket Statements?
Yes, Rocket Statements uses bank-level 256-bit encryption, end-to-end encrypted transaction security, and complies with industry standards including HIPAA and PCI DSS.
Can I try Rocket Statements before purchasing?
Yes, there is a free 7-day trial with 500 pages of full access and 200 free pages to get started without requiring a credit card.
Does Rocket Statements integrate with accounting software?
Yes, it supports integration with QuickBooks, Xero, FreshBooks, and Google Sheets for seamless financial data management.
How accurate is the data extraction?
The AI engine extracts transaction data with 99.9% accuracy, minimizing errors in your financial data.

Getting Started

  1. 1 Step 1: Upload your bank statement PDF or image file via drag and drop or file selection.
  2. 2 Step 2: The AI engine automatically extracts and processes transaction data with high accuracy.
  3. 3 Step 3: Transform and customize the data output to fit your accounting software or workflow.
  4. 4 Step 4: Organize your files in custom folders and manage them with tags.
  5. 5 Step 5: Export the cleaned data in your preferred format (Excel, CSV, JSON) or sync directly to Google Sheets.

Support

Docs

Comprehensive documentation and guides available on the website.

Discussion

Community discussion forum accessible via the website for user support.

Email

Contact support through the website's contact or pricing page.

API

Available: No
Documentation:

No public API documentation available on the website.

Rate Limits:

Not applicable as no API is provided.

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