Rocket Statements

Rocket Statements processes bank statements to produce transaction-ready data in formats like Excel, CSV, and JSON, targeting individual professionals and accounting firms. It supports scalable workflows from single statements to high-volume batches, using an AI OCR pipeline to normalize transactions across banks, formats, and date ranges. The tool emphasizes security and collaboration features for teams handling sensitive financial data.

The platform operates via multiple product surfaces, including web access and integrations with Google Sheets and Microsoft Excel. It offers a seven-day free trial with 20 free pages and requires no credit card for initial use. The product presents itself as available for teams and individuals, with cloud-based document management and enterprise-grade protections described in its materials.

Users upload bank statements to extract data automatically, then categorize and organize the results for downstream accounting processes. The system highlights AI-powered data extraction, automatic categorization, and the ability to organize documents by client, year, or account. It also emphasizes collaboration features such as role-based permissions and shared workspaces, alongside secure cloud infrastructure.

The service lists pricing with tiered plans (Basic, Essentials, Business, Advanced) priced per month, along with page limits, synced bank accounts, and storage caps. It also notes integrations with QuickBooks, Xero, Google Sheets, and other tools, and it mentions bank-format compatibility and security assurances across its platform.

Use cases

• Support enterprise accounting workflows with multi-client management and bulk processing.