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Automate Financial Document Cleanup with One Simple Upload

The Smartest Way to Convert Bank Statements

Tired of manual data entry? Rocket Statements is the all-in-one solution for converting bank statements and financial documents into clean, structured data.

Rocket Statements is your Swiss Army knife for financial data — manage, store, and convert documents with precision while our powerful Transforms engine maps everything exactly how your accounting software likes it. The complete toolkit, no stress.
Available on Web and as a Google Sheets™ Add-on
Google Workspace
Google Workspace MarketplaceImport bank statements and sync bank transactions directly into Google Sheets™
  • Instantly Convert Bank Statements from PDF to CSV, XLSX, or JSON. No more copy-pasting or OCR errors.
  • Clean, Transform & Format Your Data — Your Way. Customize the output to fit your accounting software or workflow.
  • Auto-Detects Statement Formats Across Hundreds of Banks. Works with Chase, Brex, and many more.
  • Cloud-Based and Secure — No Installations, No IT Hassles. Work from anywhere with bank-level security.
  • Advanced File Management for Accountants Handling Volume. Group and search by bank, account, or custom tags.
  • Multi-Tenant Collaboration — Invite your team, manage roles, and share workspaces. Perfect for accounting firms.
  • 200 free pages to get started

Trusted by thousands of
worldwide

Chase
Brex
Zillow
First Republic
Dropbox
Cameo
Coinbase
Bloomberg

How it Works

Transform your financial data in minutes with our streamlined process

Upload bank statement illustration

Compatible with:

PDF
TIF
PNG
JPG
1

Upload Your Bank Statement

Easily upload Bank Statement PDFs right from your computer or by drag and drop. Images of your bank statements work too!

2

Automatic Data Extraction

Our AI engine instantly recognizes and extracts all transaction data, dates, and amounts with 99.9% accuracy.

Processing
05/12
GROCERY STORE
$84.27
05/14
AMAZON.COM
$29.99
05/15
UTILITY BILL
$124.50
05/18
RESTAURANT
$48.75
Total
$287.51
Entries
4
100% Processed
Transformation Tools
Filter
Categorize
Clean
Before
After
AMAZON PMT*MK09N5TE2
AmazonShopping
AUTOPAY PAYMENT - THANK
Utility PaymentUtilities
DOORDASH SUBWAY 12.99
Food and DrinkDuplicate
Compatible with:
QuickBooks
FreshBooks
Xero
Google Sheets
3

Transform Your Data

Transform your data into formats that seamlessly integrate with QuickBooks, Xero, FreshBooks and other accounting software.

4

Organize Files & Folders

Keep your statements organized in custom folders for easy access and management.

File organization illustration
Google Sheets
Google Sheets Add-on
Direct integration with your spreadsheets
Import Directly
Pull statement data straight into Google Sheets
Custom Formulas
Use specialized functions to analyze your data
Team Collaboration
Invite team members, assign roles, and collaborate in real-time
Available on Google Workspace Marketplace
5
Google Sheets

Google Sheets Integration

Work with your financial data directly in Google Sheets with our powerful add-on. Import, sync, and analyze with ease.

6

Export in Your Preferred Format

Download your processed data in Excel, CSV, JSON or ZIP format with a single click.

Export formats illustration

Compatible with:

CSV
XLSX
JSON
ZIP

Ready to transform your financial workflow?

Get started with Rocket Statements today and see the difference for yourself.

Your data security comes first. Guaranteed.

Bank-level Encryption

We use the same 256-bit encryption technology that banks use to keep your data secure

Transaction Security

All financial data is encrypted end-to-end and processed through secure channels with real-time monitoring

Secure Infrastructure

Our servers are protected by multiple security layers and comply with all industry standards

Regular Security Audits

We perform comprehensive security audits to ensure your data remains protected

Financial Security

Protected
Transaction SecurityEncrypted
$****.** ✓
Document ProcessingSecured
EncryptedHIPAA CompliantPCI DSS CompliantSecured

Works with hundreds of banks worldwide.

Effortlessly convert PDF statements from banks across the globe into neat and tidy Excel (XLS) spreadsheets.

PDF bank statement into Excel (XLS)
PDF bank statement into CSV
PDF bank statement into JSON
Image of  (JPG/JPEG/TIFF/PNG)  bank statement into EXCEL (XLS)
Image of  (JPG/JPEG/TIFF/PNG)  bank statement into CSV
Image of  (JPG/JPEG/TIFF/PNG)  bank statement into JSON

Frequently Asked Questions

Pricing

Monthly

Yearly

30% Discount

Basic

$8user/mo
$15 /mo
Save $80 / year

Get started with clean data and core features.

100 Pages /month
Users
  • Clean Data Formatting
  • Bulk Processing
  • Multiple Export Options
  • Global Banks Supported
  • 5 MB File Size Limit
  • 30 Days Data Retention
Most Popular

Essentials

$16user/mo
$25 /mo
Save $100 / year

Upgrade your workflow with smart tools and transaction syncing.

500 Pages /month
2 Synced Bank Accounts
Users
  • Basic Feature Set Plus...
  • Live Sync Bank Transactions
  • Data Transforms
  • File & Folder Management
  • 10 MB File Size Limit
  • 1 year data retention

Business

$37user/mo
$60 /mo
Save $270 / year

Streamline operations for growing teams and small businesses.

1000 Pages /month
5 Synced Bank Accounts
Users
  • Basic Feature Set Plus...
  • Live Sync Bank Transactions
  • Data Transforms
  • File & Folder Management
  • 100 MB File Size Limit
  • 2 Years Data Retention

Advanced

$58user/mo
$90 /mo
Save $380 / year

Built for finance teams that need scale, audit readiness, and zero limits.

3000 Pages /month
10 Synced Bank Accounts
Users
  • Basic Feature Set Plus...
  • Live Sync Bank Transactions
  • Data Transforms
  • File & Folder Management
  • 500 MB File Size Limit
  • 5 Years Data Retention

Ready to transform your financial workflow?

Get started with Rocket Statements today and see the difference for yourself.