Industries We Serve

From healthcare to retail, we help businesses across various sectors streamline their financial processes and achieve better outcomes.

Accounting & Bookkeeping

Rocket Statements helps accountants and bookkeepers save time by automating the way they handle financial documents. Our platform uses advanced OCR technology to convert PDF bank statements into clean spreadsheets, making it easier to reconcile accounts, prepare for audits, and import data directly into accounting software like QuickBooks or Xero. Beyond conversions, Rocket Statements offers secure cloud file management so you can organize client documents in folders and keep everything accessi

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Tax Preparation Firms

Rocket Statements provides tax professionals with a faster, more accurate way to organize client bank statements during tax season. Our OCR technology converts PDF statements into structured spreadsheets, helping you prepare year-end CSVs without manual entry or formatting headaches. Easily manage hundreds of client documents with our built-in cloud file management system. Organize files into folders, track uploads, and keep everything in one place for quick access. For clients who prefer autom

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Small Business Owners

Rocket Statements makes it easy for small business owners to handle their own bookkeeping without the hassle of manual data entry. Convert PDF bank statements into clean spreadsheets with just a few clicks using our powerful OCR technology. Whether you’re organizing expenses, tracking cash flow, or preparing for tax time, Rocket Statements helps you stay in control. Upload your statements, sort documents into organized folders, and export transactions directly to Excel or QuickBooks. You can al

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Mortgage Brokers & Lenders

Processing borrower financial documents can be time-consuming and prone to errors. Rocket Statements streamlines this process by converting PDF bank statements into structured spreadsheets using advanced OCR technology. This automation reduces manual data entry, allowing you to focus on evaluating borrower eligibility and preparing audit trails. Organize client documents efficiently with our cloud file management system, enabling you to sort files into folders for easy access and compliance. Ad

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Nonprofits & Grant Managers

Managing donor funds and grant allocations requires meticulous financial oversight. Rocket Statements empowers nonprofits and grant managers to streamline budget tracking, financial reporting, and compliance processes. Our advanced OCR technology converts PDF bank statements into structured spreadsheets, eliminating manual data entry and reducing errors. Organize financial documents efficiently with our cloud file management system, allowing you to sort statements into folders for easy access a

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Legal & Divorce Professionals

Managing financial discovery and forensic accounting in legal cases demands precision and efficiency. Rocket Statements empowers legal professionals to streamline the analysis of bank statements, aiding in asset tracking and compliance. Utilize our advanced OCR technology to convert PDF bank statements into structured spreadsheets, eliminating manual data entry and reducing errors. Organize client documents effortlessly with our cloud file management system, allowing you to sort statements into

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Startup Founders & CFOs

Our advanced OCR technology converts PDF bank statements into structured spreadsheets, eliminating manual data entry and reducing errors. Organize financial documents efficiently with our cloud file management system, allowing you to sort statements into folders for easy access. For real-time financial tracking, link your bank accounts to automatically sync transactions, ensuring up-to-date data without the need for constant follow-ups. Whether you’re preparing for board meetings, tracking expe

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Property Management

Managing tenant payments and preparing accurate financial reports are critical tasks for property managers. Rocket Statements streamlines these processes by converting PDF bank statements into structured spreadsheets using advanced OCR technology. This automation reduces manual data entry, allowing you to focus on reconciling tenant payments and generating bank-backed reports efficiently. Organize financial documents effortlessly with our cloud file management system, enabling you to sort state

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E-commerce Sellers

Managing multiple sales channels, reconciling payouts, and preparing for tax season can be overwhelming for e-commerce businesses. Rocket Statements simplifies this process by converting PDF bank statements into structured spreadsheets using advanced OCR technology. This automation reduces manual data entry, allowing you to focus on growing your business. Organize financial documents effortlessly with our cloud file management system, enabling you to sort statements into folders for easy access

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Law Firms (Trust Accounting)

Maintaining compliance with trust accounting regulations is paramount for law firms. Rocket Statements streamlines trust reconciliation and client escrow account management by converting PDF bank statements into structured spreadsheets using advanced OCR technology. This automation reduces manual data entry, allowing you to focus on accurate and timely reconciliations. Organize financial documents effortlessly with our cloud file management system, enabling you to sort statements into folders f

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Real Estate Investors

Managing your own bookkeeping doesn’t have to be overwhelming. Rocket Statements empowers small business owners to streamline financial management by converting PDF bank statements into clean, structured spreadsheets. Our advanced OCR technology ensures accurate data extraction, eliminating manual entry and reducing errors. Organize your financial documents effortlessly with our cloud file management system, allowing you to sort statements into folders for easy access. For real-time financial t

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Ready to transform your financial workflow?

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