AiMatch

rocket-statements

Rocket Statements converts PDF and image bank statements into Excel, CSV, and JSON transaction data. Bookkeepers, finance teams, and accounting firms use it to process statements individually or in bulk and organize work across clients.

One of 84 tools in Finance

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Who it's for

  • Bookkeepers and solo practitioners who need to convert bank statements into structured data for accounting workflows.
  • Accounting firms managing statements across multiple clients and needing bulk processing, shared workspaces, and role-based permissions.
  • Finance teams that work with transaction data in Google Sheets or Microsoft Excel and want to import or sync statement data there.

Not the right fit if…

  • Teams processing files larger than 5 MB on the Basic plan: its listed file-size limit is 5 MB, while higher plans list larger limits.

How it fits your workflow

Upload one or multiple bank statement PDFs, or supported statement images. The product says it recognizes formats from hundreds of banks and extracts transaction data with its AI OCR pipeline.

Use the product's cleaning, formatting, and categorization capabilities, then organize documents by client, account, year, or tags. Teams can use shared workspaces and role-based permissions.

Export the results as Excel, CSV, JSON, or ZIP, or work through the Google Sheets and Microsoft Excel add-ons. The page also lists integrations with QuickBooks and Xero.

Pricing

Free: 7 Day Free Trial - 20 free pages - No credit card required

Basic

$8 / mo

  • · Clean Data Formatting
  • · Bulk Processing
  • · Multiple Export Options
  • · Global Banks Supported

Essentials

$17 / mo

  • · 2 Synced Bank Accounts
  • · Multi-Seat Support
  • · Live Sync Bank Transactions
  • · Data Transforms

Business

$38 / mo

  • · 5 Synced Bank Accounts
  • · Multi-Seat Support
  • · Transaction Categorization
  • · Branded Client Portals

Advanced

$58 / mo

  • · 10 Synced Bank Accounts
  • · Multi-Seat Support
  • · Transaction Categorization
  • · Live Sync Bank Transactions

Prices checked on Jul 15, 2026 from the vendor's site. They can change; confirm before you buy.

Key features

AI OCR Pipeline & Extraction
Multi-stage AI OCR pipeline that recognizes hundreds of bank statement layouts and extracts transaction fields across formats and date ranges.
Automatic Transaction Categorization
AI-powered categorization assigns categories following standard accounting practices to save bookkeeping and tax-prep time.
Clean, Transform & Format
Tools to clean data, remove duplicates, transform outputs and customize formatting to fit accounting software or workflows.
Cloud Document Management
Organize statements by client, account, year, and custom tags with built-in folder structures for firms.
Team Collaboration & Permissions
Role-based permissions, shared workspaces, and controls to scale from individuals to 100+ user teams.
Enterprise Security
Bank-level 256-bit encryption, encryption in transit and at rest, secure infrastructure and regular security audits.

Works with

  • Google Sheets
  • Microsoft Excel
  • QuickBooks Online
  • Xero

Limitations to know

  • Basic plan files are limited to 5 MB; the listed limits are 10 MB for Essentials, 100 MB for Business, and 500 MB for Advanced.
  • Annual page allowances vary by plan: 1,200 for Basic, 6,000 for Essentials, 18,000 for Business, and 36,000 for Advanced.
  • The listed synced bank account allowances are 2 for Essentials, 5 for Business, and 10 for Advanced.

Alternatives to consider

  • LedgerBox

    Choose it if you need to extract line-item data from invoices and receipts as well as bank statements, with reconciled spreadsheet and accounting exports.

  • CapyParse

    Choose it if you need exports that include QBO, OFX, or QFX in addition to CSV and Excel, or want to process photographed statements.

  • DocuClipper

    Choose it if your financial-document workflow also covers invoices, receipts, checks, tax forms, or brokerage reports.

Compare rocket-statements side by side

Getting started

  1. Start the 7-day trial; it includes 20 free pages and does not require a credit card.
  2. Upload a statement PDF or supported image, individually or in a batch.
  3. Process and format the extracted transactions, then export them or use a spreadsheet integration.