Rocket Statements

Rocket Statements is a bank statement converter that uploads PDF bank statements and outputs transaction-ready data in Excel (XLS), CSV, and JSON formats. The page states it uses a multi-stage AI OCR pipeline to normalize transactions across banks, formats, and date ranges, and supports hundreds of banks worldwide with a listed set of verified banks. It is available on the web, as a Google Sheets add-on via Google Workspace Marketplace, and as a Microsoft Excel add-in via Microsoft Marketplace. The page highlights features for cleaning and formatting data, automatic categorization, cloud document management with client and account organization, role-based team collaboration, and encryption in transit and at rest. Offerings are aimed at individuals and small businesses as well as accounting firms. A 7-day free trial with 20 free pages is mentioned, along with paid Basic, Essentials, Business, and Advanced plans listed on the page.

Key features

• Converts PDF bank statements to Excel (XLS), CSV, and JSON
• Converts image files (JPG, JPEG, TIFF, PNG) of bank statements to Excel, CSV, and JSON
• Multi-stage AI OCR pipeline to normalize transactions across banks, formats, and date ranges
• Auto-detects bank statement formats across hundreds of banks worldwide
• Data cleaning, duplicate removal, and transaction categorization
• Bulk processing of multiple PDFs at once
• Cloud document management with client, account, and custom tag organization
• Role-based permissions and shared workspaces for teams
• Google Sheets add-on and Microsoft Excel add-in
• Export in Excel, CSV, JSON, or ZIP formats
• Live bank transaction sync on paid plans
• Integration with QuickBooks and Xero stated on the page

Best suited for

• Individuals and small businesses processing bank statements
• Bookkeepers and small CPA practices
• Accounting firms managing multiple clients' statements
• Tax preparation support
• Teams needing shared workspaces and permissions

Pricing

Monthly and yearly plans listed: Basic $8/mo (or $15/mo as shown), Essentials $17/mo (or $25/mo), Business $38/mo (or $60/mo), Advanced $58/mo (or $90/mo); yearly plans include a 30% discount. A 7-day free trial with 20 free pages is also offered.