Blog

Why OCR is Essential for Modern Bookkeeping

In the fast-paced world of modern bookkeeping, efficiency is key, and OCR for bookkeeping is revolutionizing how financial data is managed. By automating the conversion of documents into spreadsheets, platforms like Rocket Statements are transforming tedious tasks into seamless processes. With features like cloud document management and QuickBooks compatibility, Rocket Statements not only saves time but also enhances accuracy. Discover how OCR technology is becoming indispensable for bookkeepers

Wed Apr 30 2025

How to Automate Monthly Reconciliations

Are you an accountant or bookkeeper looking to streamline your financial processes? Discover how to automate monthly reconciliations with Rocket Statements, a powerful tool designed to convert your statements into spreadsheets effortlessly. This step-by-step guide will walk you through leveraging Rocket Statements' features to save time and enhance efficiency in managing your documents in the cloud. Transform your monthly reconciliation routine and explore more about monthly reconciliation autom

Tue Apr 29 2025

Bank Statement Converter for Accountants and Bookkeepers

Discover how Rocket Statements, a top-tier bank statement converter for accountants, can revolutionize your workflow. Tailored specifically for accountants and bookkeepers, this powerful tool automates the conversion of PDF and image statements into spreadsheets, saving you valuable time and money. With features like cloud document management and QuickBooks compatibility, Rocket Statements ensures seamless financial data handling, allowing you to focus on what truly matters—your clients. Explore

Tue Apr 29 2025

How to Convert Bank PDFs for Expense Reports and Reimbursement

Navigating the intricate process of converting bank PDFs to CSV for expense reports can be daunting, but with Rocket Statements, it becomes effortless. This comprehensive guide will walk you through the steps to streamline your expense reporting and reimbursement tasks. Rocket Statements not only automates the conversion of your statements into spreadsheets but also offers efficient document management in the cloud. Discover how to save time and enhance accuracy in your financial reporting today

Mon Apr 21 2025

How to Convert American Express Credit Card Statements to Excel

If you're looking to convert Amex credit card statements into Excel, you're not alone. Many users seek an efficient way to manage their finances with ease. Rocket Statements offers a seamless solution, automating this process to save you time and money. By converting your statements into spreadsheets, you can better organize and analyze your financial data. Dive into our how-to guide to streamline your financial management with Rocket Statements. Learn more on our blog. Why You Should Convert

Mon Apr 21 2025

Rocket Statements vs BudgetSheet: Which Bank Data Tool is Right for You?

If you work with bank statements regularly—whether you’re an accountant, bookkeeper, or small business owner—you know the pain of manually entering financial data. Two popular tools aim to simplify this: Rocket Statements and BudgetSheet. But which one offers the best solution for your needs? In this guide, we’ll compare Rocket Statements vs BudgetSheet across features, ease of use, pricing, integrations, and ideal use cases so you can choose the right tool for your workflow. What Do These To

Fri Apr 18 2025

How to Build a Financial Audit from Uploaded Bank PDFs

In the fast-paced world of finance, time is money. That's why mastering the art of automated financial statement conversion is crucial for conducting efficient audits. If you're tired of manually sifting through endless bank PDFs, Rocket Statements offers a game-changing solution. This innovative platform not only automates the conversion of your statements into easy-to-analyze spreadsheets but also provides seamless cloud document management. In this comprehensive guide, we'll walk you through

Wed Apr 16 2025

How to Convert Bank Statements to Excel (Fast & Free Guide)

How to Convert Bank Statements to Excel (Fast & Free Guide) Managing finances is easier when your bank statements are in Excel. Whether you're reconciling transactions, preparing taxes, or importing data into accounting tools like QuickBooks or Xero, this guide will walk you through the fastest way to convert your bank statement from PDF to Excel — using Rocket Statements. Why You Might Want to Convert Bank Statements to Excel * ✅ Reconcile accounts quickly * ✅ Sort, filter, and searc

Tue Apr 15 2025

How Should I Organize My Bank Statements?

Keeping your bank statements organized is essential for effective financial management, whether you’re tracking personal expenses, managing a small business, or preparing for tax season. A well-structured system can save time, reduce stress, and ensure you have access to important financial information when you need it. Using a tool like Rocket Statements can help streamline this process, making it easier to store, search, and retrieve your statements when needed. Here’s a step-by-step guide to

Tue Mar 18 2025

Introducing Rocket Statements: Your Ultimate Google Sheets™ Add-On for Effortless Bank Statement Imports

Rocket Statements is excited to announce the launch of our new Google Sheets™ add-on, designed to revolutionize the way you manage financial data. This powerful tool allows you to import bank statements directly into your spreadsheets, streamlining your workflow and eliminating the need for manual data entry. Key Features of the Rocket Statements Google Sheets™ Add-On: • Direct Import: Seamlessly upload bank statements into Google Sheets™ for immediate access and analysis. • Multiple For

Wed Jan 08 2025

Woodforest National Bank Credit Card: A Comprehensive Guide for Accountants

Managing credit card transactions is a critical aspect of accounting, requiring precision and a thorough understanding of the financial instruments involved. This guide delves into the specifics of the Woodforest National Bank credit card, offering accountants detailed insights into its features, benefits, and considerations. Working with client transactions may be inefficient if statements are exported as PDF. Rocket Statements is here to make the conversion to excel and csv easier, so that you

Tue Nov 19 2024

Converting Bank Statements from PDF to Excel: A Comprehensive Guide for Accountants

Managing financial data efficiently is crucial for accountants. One common task is converting bank statements from PDF to Excel format to facilitate analysis and reporting. This guide provides a detailed overview of methods, tools, and best practices for this conversion process, ensuring accuracy and efficiency. Table of Contents 1. Introduction 2. Understanding the Need for Conversion 3. Manual Conversion Methods 1. Copy-Paste Technique 2. Using Excel's Import Function 4. A

Tue Nov 19 2024

How to Choose the Best Bank Statement Converter for Your Needs in 2024

Choosing the best bank statement converter for your needs can be a daunting task, given the plethora of options available in the market. Here’s a comprehensive guide to help you choose the best bank statement converter for your needs.

Tue May 14 2024

How to Convert Coast Capital Savings Federal Credit Union Statements from PDF to Excel & CSV (Step-by-Step Guide)

For members of the Coast Capital Savings Federal Credit Union, converting statements from PDF to Excel or CSV can streamline financial management, making it easier to track transactions, budget, and prepare for tax season.

Wed May 01 2024

How to Convert Woodforest National Bank Statements from PDF to Excel & CSV (Step-by-Step Guide)

For members of the Woodforest National Bank, converting statements from PDF to Excel or CSV can streamline financial management, making it easier to track transactions, budget, and prepare for tax season.

Wed Apr 24 2024

How to Convert Bendigo Bank Statements from PDF to Excel & CSV (Step-by-Step Guide)

Learn how to convert Bendigo Bank statements from PDF to Excel & CSV using Rocket Statements. Follow our step-by-step guide to streamline your financial management and make data analysis easier. Perfect for individuals and businesses looking to optimize their financial workflows.

Thu Apr 18 2024

How to Easily Convert Credit Card PDF Statements to Excel with Rocket Statements

Convert your credit card statements from PDFs to easy-to-use Excel files with Rocket Statements. Our automated tool extracts data from any statement and saves time on expense tracking, budgeting, taxes, and reconciliation.

Sun Feb 18 2024

How to Convert Bank of America Statements from PDF to Excel & CSV (Step-by-Step Guide)

As a customer of Bank of America, you likely get a multi-page PDF statement every month. Learn how to convert it from PDF to Excel for bookkeeping or accounting purposes.

Sun Feb 18 2024

How to Convert Santander Bank Statements from PDF to Excel & CSV (Step-by-Step Guide)

As a customer of Santander Bank, you likely get a multi-page PDF statement every month showing activity across your checking, savings, and credit card accounts. Learn how to convert it from PDF to Excel format.

Tue Feb 13 2024

How to Convert TD Bank Statements from PDF to Excel & CSV (Step-by-Step Guide)

As a TD Bank customer, you receive lengthy monthly PDF statements outlining your checking, savings, and credit card account transactions. Although these documents provide vital information, significant accounting and bookkeeping limitations arise working solely in rigid PDF formats.

Wed Feb 07 2024

Get Your Bank Statements in Order for Tax Time with PDF to Excel Conversions

Prepare early for tax time. One of the key documents needed for your tax preparation is your annual bank statements. While essential for calculating key tax deduction information, those PDF statements from your bank can be a pain to work with.

Sun Feb 04 2024

Filing Taxes this Year? Don't Forget your CSV Bank Statements

Tax season is just around the corner. As an accountant, entrepreneur or small business owner, you know that gathering all your financial documentation is crucial for filing accurate tax returns. One key document that is easy to overlook are your bank and credit card statements.

Fri Jan 26 2024

IRS's new free tax filing system: Everything you need to know in 2024

The IRS is launching a new free online tax filing system called Direct File in 2024. This guided tax preparation tool will be available on a limited basis at first, open only to some federal and state employees in 12 states.

Fri Jan 26 2024

RocketStatements: The One Tool Every Accountants Need in 2024

With another demanding tax season now underway, no other fintech solution can provide the efficiency gains and capacity creation for advisory expansion like RocketStatements.

Mon Jan 22 2024

5 Reasons You Should Convert PDF Bank Statements to CSV

Managing your finances can be tedious, especially when your bank only provides statements in PDF format. While PDFs allow for easy sharing and printing, they aren't very useful for analyzing your spending over time or integrating with other financial tools.

Sat Dec 30 2023

Easily Convert Bank Statements to Excel and Import into QuickBooks

As a business owner, nothing kills your productivity quite like reconciling piles of PDF bank statements into QuickBooks every month.. Let us simplify your month-end reporting routines.

Sat Dec 16 2023

Tired of Flipping Between Tabs? Automate PDF Bank Statement to Excel Conversions Instead

Listen, we get it! Financial data reconciliation is a necessary yet oft-dreaded process. Analysts across industries spend valuable hours manually converting PDF bank statements into Microsoft Excel files for further manipulation and review.

Mon Dec 11 2023

How to download your Capital One Bank Statement: A Simple Guide

If you need to convert your Capital One bank statement from a PDF to a CSV file, the first step is to access the statement itself. Capital One does not currently offer statement exporting functionality within their mobile app or mobile website.

Tue Dec 05 2023

Tax Prep Must Have: How to Convert PDF Bank Statements to Excel/CSV Format for Taxes

Tax time doesn't have to be frustrating - especially when you use Rocket Statements to simplify your financial data preparation. As the most advanced PDF to Excel converter that relies on machine learning, Rocket Statements transforms your messy bank statements into structured, tax-ready files.

Fri Dec 01 2023

The #1 Way to Convert Aussie Bank Statement PDFs to Excel Format Fast in 2023

Searching for the best PDF to Excel bank statement converter in Australia? We understand the frustrations of wrestling with messy bank formats issued by the likes of ANZ, CommBank, Westpac, and NAB.

Mon Nov 20 2023

Protect Your Financial Data: Why Rocket Statements is the Safest bank statement PDF to Excel Converter

Handling sensitive financial information requires the utmost care and security. Experience hassle-free bank statement PDF to Excel conversion and total peace of mind. Your financial information is safer than ever before.

Tue Nov 14 2023

How to convert your bank statements from pdf to excel format? (Updated: 2025)

Here's a step-by-step guide on how to use Rocket Statements to convert your PDF bank statements to Excel.

Sat Nov 11 2023

How to Download Your Bank of America Statement: A Simple Guide

If you need to convert your Bank of America statement from a PDF to a CSV file, the first step is to access the statement itself. You can easily download your statement in PDF format from the Bank of America website or the official mobile app.

Thu Sep 14 2023