Basic
$8/mo
$15 /mo
Save $80 / year
Get started with clean data and core features.
100 Pages /month
- Clean Data Formatting
- Bulk Processing
- Multiple Export Options
- Global Banks Supported
- 5 MB File Size Limit
Built for Individual Users & Accounting Firms
7 Day Free Trial • 200 free pages • No credit card required
Convert Bank Statements to Excel, CSV & JSON – Built for Volume
Whether you're an individual or managing multiple clients, Rocket Statements converts bank statements and financial documents into clean, structured data in seconds.
Rocket Statements scales from individual use to enterprise accounting firms — manage, store, and convert financial documents with precision while our multi-stage AI OCR engine analyzes and normalizes every statement in your workflow.
Available on Web and as a Google Sheets™ Add-onTrusted by individuals and accounting firms managing hundreds of clients
Google Workspace MarketplaceImport bank statements and sync bank transactions directly into Google Sheets™
- Convert PDF to Excel in seconds — Works with 100+ banks worldwide including Chase, Bank of America, Wells Fargo
- Bank-level security & encryption — Enterprise-grade 256-bit encryption, secure cloud infrastructure
- Built for scale — Individual use to enterprise firms managing 100+ clients with team collaboration
Trusted by thousands of worldwide
5/5
Customer Rating
Accurate by Design
Built for clean, reliable outputs
Bank‑grade Security
Encryption in transit and at rest
Made for Teams
Works for firms and finance groups
Key Features
Everything you need to streamline your financial document processing
Clean, Transform & Format
Customize output to fit your accounting software or workflow. Clean data, remove duplicates, and categorize transactions automatically.
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Auto-Detects Bank Formats
Works across hundreds of banks worldwide. Advanced AI recognizes statement layouts from Chase, Bank of America, Wells Fargo, and more.
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Cloud Document Management
Perfect for accounting firms. Group and search by client, account, or custom tags. Built-in folder structure for easy management.
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Team Collaboration
Role-based permissions and shared workspaces. Scale from individual use to teams of 100+ users with enterprise controls.
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Enterprise Security
Bank-level 256-bit encryption and secure cloud infrastructure. Built specifically for sensitive financial data with enterprise-grade protection.
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Powerful Integrations
Direct integration with QuickBooks, Xero, Google Sheets, and more. Export in multiple formats including Excel, CSV, and JSON.
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Who Uses Rocket Statements?
Built for both individual professionals and enterprise accounting firms
Accounting Firms & Teams
Built for CPA firms managing multiple clients with collaboration, compliance, and enterprise-scale processing. Handle hundreds of statements effortlessly.
- • Multi-client organization
- • Team collaboration & permissions
- • Bulk processing & automation
- • Enterprise security & compliance
For Individuals & Accounting Firms
How it Works
From single statements to enterprise volumes — transform your financial data in minutes with our scalable process
1
Upload Bank Statements
Upload single statements or batch process hundreds of PDFs at once. Perfect for individuals managing personal finances or accounting firms handling multiple clients during busy periods.
Compatible with:
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
2
AI-Powered Data Extraction
Our enterprise-grade AI engine instantly recognizes and extracts all transaction data across hundreds of bank formats with 99.9% accuracy. Scales from personal statements to high-volume firm processing.
3
Organization in the Cloud
Organize statements by client, year, and account with smart folders and tagging. Built for accounting firms managing multiple clients while remaining simple for individual users.
4
Team Collaboration
Built for accounting firms: role-based permissions, shared workspaces, and team collaboration tools. Partners, managers, and staff each get appropriate access levels for seamless client management.
5
Google Sheets Integration
Work with financial data directly in Google Sheets with our powerful add-on. Import, sync, and analyze data with custom formulas designed for accounting workflows.
Google Sheets Add-on
Direct integration with your spreadsheets
Import Directly
Pull statement data straight into Google Sheets for individuals or bulk client imports
Custom Formulas
Use specialized functions to analyze data across multiple clients
Real-time Sync
Keep your spreadsheets updated with the latest processed statements
Available on Google Workspace Marketplace
Compatible with:
6
Export & Scale
Export processed data in Excel, CSV, JSON, or ZIP formats. Individual files for personal use, or bulk exports for firms processing hundreds of client statements monthly.
Built to Scale with You
1,000+
Statements processed per hour
Individual → Enterprise
From personal use to 100+ team members
99.9%
Accuracy across all bank formats
Pricing
Monthly
Yearly
30% Discount + All Pages Up Front
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
Multi-Seat Support
- Basic Feature Set Plus...
- Live Sync Bank Transactions
- Data Transforms
- Team Collaboration
- Cloud Document Management
- 10 MB File Size Limit
Business
$37user/mo
$60 /mo
Save $270 / year
Streamline operations for growing teams and small businesses.
1000 Pages /month
5 Synced Bank Accounts
Multi-Seat Support
- Basic Feature Set Plus...
- Live Sync Bank Transactions
- Data Transforms
- Team Collaboration
- Cloud Document Management
- 100 MB File Size Limit
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
Multi-Seat Support
- Basic Feature Set Plus...
- Live Sync Bank Transactions
- Data Transforms
- Team Collaboration
- Cloud Document Management
- 500 MB File Size Limit
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
Transaction SecurityEncrypted
$****.** ✓
Document ProcessingSecured
EncryptedPCI 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
Convert Your First Statement in Seconds
Join thousands of professionals who save hours every week with automated bank statement processing. Start your free trial today.
✓ No credit card required✓ 200 free pages included✓ Ready in 2 minutes