Features - Rocket Statements

Client Portals for Collecting Bank Statements & Financial Documents

Stop chasing email attachments, digging through shared drives, or dealing with incomplete client uploads. With Rocket Statements client portals, accounting firms can give clients a simple, branded way to upload bank statements, invoices, and financial documents—directly into your workflow. As soon as a client uploads a document, Rocket Statements takes over. Files are automatically routed to the correct folder and processed through our multi-layered AI OCR pipeline. No manual sorting. No renam

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Automatic Transaction Categorization

When bank statements are converted, raw transaction rows aren’t very useful on their own. Rocket Statements automatically categorizes each transaction during conversion—labeling deposits, withdrawals, transfers, fees, payroll, and common expense types directly in the output file. That means the spreadsheet you download is already structured for review, reconciliation, and reporting. No post-processing. No manual tagging. Just bank statements turned into categorized, analysis-ready data from the

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Merge multiple statements into one clean export

Combine multiple converted documents into a single Excel (.xlsx) or CSV file—no re-uploads, no manual copy-paste. Select up to 12 processed documents at once and download them as one consolidated export. Each statement is normalized into a consistent transaction format, then merged so you can analyze, reconcile, or import everything together. This is especially useful when you’re: * Combining multiple months of statements * Merging data across different banks or cards * Preparing files f

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Real-Time Account Sync

Connect your bank accounts to automatically import transactions and statements. We use bank-level security to ensure your data is safe.

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Team Processing for Firms

Stop the email ping-pong and shared drive chaos. Rocket Statements' new Team Collaboration feature lets your entire accounting firm work seamlessly on client bank statements—all in one secure platform. Built for Modern Accounting Teams: * Role-Based Permissions: Partners review, managers approve, staff process. Set custom access levels for each team member to maintain control while enabling efficiency. * Centralized Client Hub: Everyone accesses the same up-to-date statements. No more "which

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Email Attachment Auto-Import

Streamline your financial workflow by letting Rocket Statements automatically detect and process bank statement attachments sent to your Rocket Statements email address. Whether you forward them, receive them directly, or route them from a shared inbox, our system intelligently scans incoming emails for PDF bank statements and converts them into structured, filterable data—no downloads or manual uploads required. Ideal for accountants, bookkeepers, and finance teams managing multiple accounts,

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Cloud Document Management

Organize your documents with our powerful file management system. Create folders, move documents, and keep everything neatly organized.

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Bank Statement PDF Converter

Convert bank statements to Excel, CSV, or JSON format with our powerful parsing engine.

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Data Extraction

Extract transaction data with high accuracy using our advanced AI technology.

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Data Transformation

Transform your bank statements into any format you need with our powerful data transformation engine.

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