Rocket Statements

Rocket Statements is a specialized tool that takes the headache out of processing bank statements. You upload PDF statements—from a single file to hundreds at once—and it uses a multi-stage AI OCR pipeline to extract all the transaction data. It outputs clean, ready-to-use spreadsheets in Excel, CSV, or JSON format, eliminating the need for manual data entry or template setup. It's built to handle the quirks of hundreds of different bank formats, from major institutions like Chase and Bank of America to smaller credit unions.

What makes Rocket Statements stand out is its focus on both accuracy and scalability. The AI engine is designed for financial data, boasting 99.9% accuracy in extraction. Beyond just pulling numbers, it can automatically categorize transactions (like 'Utilities' or 'Office Supplies') following standard accounting practices, a huge time-saver. It's also built for teams, offering features like cloud-based folder management for organizing clients, role-based permissions, and bulk processing, making it suitable for individual users and large accounting firms alike.

The tool is a perfect fit for accountants and bookkeepers drowning in client statements, especially during tax season or month-end closes. Small business owners can use it to streamline their own bookkeeping, and freelancers can quickly organize their finances. By turning unstructured PDFs into structured data, Rocket Statements removes a tedious, error-prone manual task from any financial workflow.