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Rocket Statements
✓ verifiedFree trial
AI OCR tool that converts bank statement PDFs into clean, categorized Excel, CSV or JSON data for individuals and accounting firms.
6.6K visits/mo
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ChatPDF
✓ verifiedFreemium
Popular tool to chat with PDFs and other documents, giving summaries and cited answers, with a free daily tier and no-signup start.
1.8M visits/mo43K saves
Pricing
No public pricing
Free trial available
Starter: $9/mo
Pro: $18/mo
Expert: $25/mo
No public pricing
Core features
- ✦Multi-stage AI OCR pipeline that auto-detects bank statement formats
- ✦Automatic transaction cleaning, deduplication and categorization
- ✦Cloud document organization by client, account or tag
- ✦Team roles and shared workspaces for firms
- ✦Google Sheets and Microsoft Excel add-ons
- ✦Export to Excel, CSV, JSON or ZIP; integrations with QuickBooks and Xero
- ✦Access to multiple AI models (GPT-4, Claude 3, Mixtral)
- ✦PDF analysis
- ✦AI image generation
- ✦AI data scientist
- ✦AI visualizations
- ✦Music composition
- ✦Chat with PDFs, Word, PowerPoint and text files
- ✦Summaries with cited sources
- ✦Multi-file chats via folders
- ✦Any-language upload and chat
- ✦Extra tools: AI writer, detector, flashcards, slides
- ✦No-signup quick start
Use cases
- →Freelancers or bookkeepers digitizing personal bank statements
- →Accounting firms processing statements for many clients at once
- →Tax preparers converting PDFs into spreadsheet-ready transaction data
- →Finance teams syncing statement data into existing accounting software
- →Chat with PDF documents to get instant insights
- →Turn data into easy-to-understand visuals
- →Create high-quality images with AI
- →Manage tasks more efficiently with AI assistance
- →Understand research papers
- →Study and homework help
- →Review contracts and reports
- →Translate and summarize documents
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