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 renaming files. No back-and-forth to fix formatting.
Bank statements are converted into clean, structured Excel or CSV data—ready for reconciliation, bookkeeping, or reporting.
We use the same 256-bit encryption technology that banks use to keep your data secure
All financial data is encrypted end-to-end and processed through secure channels with real-time monitoring
Our servers are protected by multiple security layers and comply with all industry standards
We perform comprehensive security audits to ensure your data remains protected
Join thousands of professionals who save hours every week with automated bank statement processing. Start your free trial today.