Rocket Statements
Accurately Convert Your Bank Statements into Excel
Subscription347 impressions#358 of its week
Rocket Statements converts PDF bank statements into Excel, CSV, or JSON with AI-powered extraction and formatting.
- for
- Accountants, bookkeepers, freelancers, and accounting firms needing automated statement processing.
- pricing
- freemium · free trial
Key features
- AI-Powered Data Extraction — Accurately extracts transaction data from PDFs across hundreds of banks.
- Automatic Transaction Categorization — Assigns accounting categories to each transaction during conversion.
- Bulk & Batch Processing — Upload and process single statements or hundreds of PDFs at once.
- Multiple Export Formats — Exports cleaned data to Excel, CSV, JSON, or ZIP files.
- Team Collaboration & Permissions — Role-based access, shared workspaces, and client-level organization for firms.
- Integrations & Add-ons — Direct add-ons for Google Sheets and Microsoft Excel, plus QuickBooks and Xero support.
Use cases
- Convert monthly bank statements for tax preparation without manual cleanup.
- Merge multiple client statements into a single spreadsheet for quick reconciliation.
- Sync bank transactions directly into Google Sheets for real-time financial dashboards.
- Provide a branded client portal for secure statement uploads and automated processing.
Rocket Statements FAQ
How does Rocket Statements convert bank statements?+
It uses a multi-stage AI OCR pipeline to recognize and extract transaction data, then formats it into Excel, CSV, or JSON.
What file types are supported?+
PDF bank statements and image files (JPG, JPEG, TIFF, PNG) are accepted.
What export formats are available?+
Outputs can be downloaded as Excel (.xlsx), CSV, JSON, or ZIP archives.
Is there a Google Sheets add-on?+
Yes, a Google Workspace Marketplace add-on lets you import and sync statements directly in Sheets.
Is there a Microsoft Excel add-in?+
Yes, an Excel add-in is available via the Microsoft Marketplace for direct processing.
How accurate is the output?+
The AI engine claims 99.9% accuracy across supported bank formats.
Summarized by DevHunt from rocketstatements.com · Oct 4, 2026. Details may change; check the official site.
