Rocket Statements

About Rocket Statements

Rocket Statements converts PDF bank statements into Excel, CSV or JSON without templates or manual cleanup, using a multi-stage AI OCR pipeline that normalises transactions across differing bank layouts, formats and date ranges. The problem it addresses is specific and stubborn: every bank publishes a different statement layout, so generic PDF-to-Excel converters produce columns that have to be reassembled by hand, which is exactly the work a bookkeeper is trying to avoid. Rocket Statements auto-detects the format instead, and the vendor lists support across hundreds of banks worldwide including Chase, Bank of America and Wells Fargo. Around that core it has built the workflow a firm actually needs rather than just the conversion: cloud document management that groups and searches by client, account or custom tag; role-based permissions and shared workspaces that scale from a single user to teams over a hundred; automatic transaction categorisation following standard accounting practice; and direct integrations with QuickBooks, Xero and Google Sheets. It also ships as a Google Workspace Marketplace add-on and a Microsoft Marketplace add-on, so statements can be pulled straight into Sheets or Excel rather than downloaded and re-imported. Live bank-transaction sync is available from the second tier up, turning it from a one-off converter into an ongoing feed. Pricing is per page rather than per seat, which suits the seasonal spikes that define bookkeeping work.

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