Web app
Rocket Statements
Rocket Statements converts bank statements from PDF to Excel, CSV, and JSON. It is designed for individual users and accounting firms, offering AI-powered data extraction and categorization.
- Platform
- Web app
- Categories
- AI PDF
- Indexed
- 2024-04-07
About Rocket Statements
What is Rocket Statements
Rocket Statements is a tool that converts bank statements from PDF to Excel, CSV, and JSON. It uses a multi-stage AI OCR pipeline to normalize transactions across banks, formats, and date ranges. The tool is built for both individual users and accounting firms, scaling from one-off statements to high-volume workflows. It offers a 7-day free trial with 20 free pages and no credit card required.
Key features
Key features include clean, transform, and format capabilities to customize output for accounting software. It auto-detects bank formats for over 100 global banks. Cloud document management allows grouping and searching by client, account, or tags. Team collaboration offers role-based permissions and shared workspaces. Enterprise security includes 256-bit encryption. Integrations with QuickBooks, Xero, Google Sheets, and more are available.
Use cases
Rocket Statements is used by solo practitioners, small businesses, and accounting firms. Solo practitioners manage 1-50 statements per month for personal finance, bookkeeping, and tax preparation. Accounting firms handle multiple clients with bulk processing, team collaboration, and enterprise security. The tool supports batch processing of hundreds of PDFs and offers spreadsheet integrations for Google Sheets and Excel.
Pricing
Pricing details are not explicitly stated on the page. However, the page mentions a 7-day free trial with 20 free pages and no credit card required. There are references to Business & Advanced Plans, and features like transaction categorization are noted as part of Business & Advanced Plans. For specific pricing, users are directed to start a free trial or contact the company.
Questions
Rocket Statements FAQ
- What is Rocket Statements?
- Rocket Statements is an AI tool available as a web app in the AI PDF category. Rocket Statements converts bank statements from PDF to Excel, CSV, and JSON. It is designed for individual users and accounting firms, offering AI-powered data extraction and categorization.
- What is Rocket Statements used for?
- Rocket Statements is filed under AI PDF in the AITOOLIST index. Rocket Statements converts bank statements from PDF to Excel, CSV, and JSON. It is designed for individual users and accounting firms, offering AI-powered data extraction and categorization.
- Is Rocket Statements a web app, an extension or a native app?
- Rocket Statements is a web app.
Listed in the AITOOLIST index since 2024-04-07.