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
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 accessible in one place. For real-time accuracy, you can also link bank accounts to sync transaction data automatically and reduce the need for manual entry.
Whether you manage one client or a hundred, Rocket Statements is built to simplify your workflow and help you stay audit-ready year-round.
✓ Accurate PDF to Spreadsheet Conversion
Use advanced OCR to extract transactions from scanned bank statements and generate clean, structured spreadsheets ready for reconciliation.
✓ Folder-Based Document Management
Keep client files organized by month, account, or engagement with our cloud file system designed for firm-wide visibility and control.
✓ Bank Account Linking for Live Transaction Sync
Connect client accounts to automatically pull in recent transactions, speeding up monthly close and reducing missing data.
✓ Export-Ready CSVs for Accounting Software
Generate files that integrate easily with QuickBooks, Xero, FreshBooks, and other bookkeeping platforms. Learn how to convert bank statements to Excel and import into QuickBooks.
✓ Bulk Processing for Monthly Workflows
Convert and categorize multiple statements at once to stay ahead of busy periods like month-end or year-end close.
✓ Built-In Audit Trail Support
Maintain a digital paper trail with timestamped uploads and exports that support audit readiness and compliance documentation.
For more insights on how Rocket Statements can revolutionize your accounting practice, explore our blog and discover the full range of capabilities offered by this powerful tool.
Streamline your statement processing today with our powerful Accounting & Bookkeeping solution.