rocket-statements
Rocket Statements converts bank and credit card statement PDFs and images into structured, transaction-ready Excel, CSV, or JSON files using a multi-stage AI OCR pipeline, with integrations for Google Sheets, Excel, QuickBooks and Xero.
rocket-statements is finance software teams evaluate for business operations. Use this page to review pricing, integration signals, and the best alternatives before you commit.
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Best for: Business Operations
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Business Operations
Pricing snapshot
Freemium from $8 / mo
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rocket-statements
Rocket Statements is a document-processing product that converts bank and credit card statement PDFs and images into structured transaction data (Excel, CSV, JSON) for individuals, bookkeepers, and accounting firms. It uses a multi-stage AI OCR pipeline to detect hundreds of bank formats, extract transactions, and automatically categorize them. The service is available on the web and as add-ins for Google Sheets and Microsoft Excel, and is positioned for single-statement use up to high-volume firm workflows with cloud document management, team collaboration, and enterprise-grade security.
All-in-one solution for converting bank statements into clean, structured data.
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Claim this listing for $29Key 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.
Spreadsheet Integrations
Add-ons for Google Sheets and Microsoft Excel to import and sync processed transactions directly into workbooks.
Export & Bulk Processing
Export processed data in Excel, CSV, JSON or ZIP; supports single-file exports or bulk exports for high-volume processing.
Direct Integrations
Direct integration with QuickBooks, Xero and other accounting platforms (export and sync capabilities).
Pricing
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
Use Cases
Solo Practitioners & Small Businesses
Individual entrepreneurs, freelancers and small bookkeepers convert single or occasional statements for personal finance, bookkeeping, or tax preparation.
Accounting Firms & Teams
CPA firms and bookkeeping teams manage multi-client statement processing, bulk uploads, role-based access, and firm-level organization.
Financial Operations & Reconciliation
Finance teams use structured exports and integrations to reconcile accounts, import into accounting systems and automate bookkeeping workflows.
Audits, Due Diligence & High-Volume Workflows
Advanced plan supports audits and high-volume statement processing with larger file limits and enterprise features.
Industry-specific Uses
Used by mortgage brokers, nonprofits, legal/divorce professionals, property managers, e-commerce sellers, and banks to process financial statements.
Integrations
Google Sheets
Google Workspace Marketplace add-on: import and sync transactions directly into Google Sheets with custom formulas and real-time sync.
Microsoft Excel
Microsoft Marketplace add-in: process documents and sync results into Excel workbooks (works with Microsoft 365).
QuickBooks Online
Direct integration to export/import transactions into QuickBooks (listed as an integration).
Xero
Direct integration to export/import transactions into Xero (listed as an integration).
Benefits
Limitations
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Frequently Asked Questions
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Getting Started
- 1 Start Free Trial: Sign up for the 7 day free trial (20 free pages included, no credit card required) via the website
- 2 Upload Statements: Upload single PDFs or batch-process hundreds of PDFs/statement images
- 3 Choose Output & Integrations: Export to Excel/CSV/JSON or sync directly to Google Sheets/Excel or accounting integrations
Support
docs
FAQ, Blog and Resources pages accessible from the site for guides and how-tos.
self-serve
Start a free trial and use product UI and marketplace add-ins (Google Workspace, Microsoft Marketplace) for onboarding.
API
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