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Rocket Statements

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AI OCR tool that converts bank statement PDFs into clean, categorized Excel, CSV or JSON data for individuals and accounting firms.

What it does

Rocket Statements uses a multi-stage AI OCR pipeline to read uploaded bank statement PDFs, auto-detect the issuing bank's format, and normalize the transactions into clean, ready-to-use data. It serves both individuals doing personal bookkeeping and accounting firms processing statements for many clients, with add-ons for Google Sheets and Microsoft Excel.

How to use: Upload a bank statement PDF, and Rocket Statements' AI engine will automatically extract transaction data. Transform the data into formats compatible with accounting software and organize files into custom folders.

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

Best for

→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
Toolspool rankingby monthly traffic

Reviews

Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.

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Tutorials

Step-by-step: exactly how to get things done with it.

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