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 expenses, or ensuring compliance, Rocket Statements simplifies your workflow, giving you more time to focus on scaling your business.

Features for Startup Founders & CFOs

✓ OCR-Powered PDF to Spreadsheet Conversion

Quickly transform bank statements into structured data, facilitating accurate financial analysis.

✓ Cloud-Based Document Organization

Utilize our file and folder management to keep financial documents organized and easily retrievable.

✓ Live Bank Data Syncing

Connect to bank accounts to automatically import the latest transactions, ensuring accurate and current financial data.

✓ Export-Ready for Accounting Software

Generate CSVs formatted for seamless import into financial tools like QuickBooks, Drake, or CCH.

✓ Bulk Processing Capabilities

Handle multiple financial documents simultaneously, increasing efficiency during reporting periods.

✓ Secure Data Handling

Protect sensitive financial information with bank-level encryption and secure cloud storage solutions.

For more insights on how Rocket Statements can optimize your startup’s financial management processes, explore our blog and discover the full range of capabilities offered by this powerful tool.