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 also link your bank accounts to automatically sync the latest transactions and avoid missing important details.

Designed for busy business owners who need accuracy and speed without hiring a full-time bookkeeper.

Features for Small Business Bookkeeping

✓ Convert PDFs to Excel or CSV

Quickly extract transactions from PDF bank statements into spreadsheets for easy tracking and reconciliation. Learn more in our comprehensive guide.

✓ Cloud File Organization

Store and organize your financial documents in folders by month or account to keep your records tidy and accessible. Discover best practices in our blog post.

✓ Sync Live Bank Data

Connect your business bank account to automatically pull in recent transactions and reduce the need for manual uploads.

✓ Export-Ready for QuickBooks

Download files formatted to import directly into QuickBooks or your preferred bookkeeping software. Follow our step-by-step guide.

✓ Simple DIY Workflow

No accounting background required. Rocket Statements is built for business owners who want fast, accurate results without a steep learning curve.

✓ Secure Document Handling

Your financial data is encrypted and stored securely with tools designed to protect your privacy and business integrity.

For more insights on how Rocket Statements can streamline your small business bookkeeping, explore our blog and discover the full range of capabilities offered by this powerful tool.