Rocket Statements - Bank Statements to Excel

Convert bank statements to Excel in seconds - no manual cleanup needed

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Added Jul 2026

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What is Rocket Statements?

Rocket Statements converts bank statement PDFs into clean, transaction-ready data in Excel, CSV, and JSON formats using AI-powered OCR. It automatically recognizes hundreds of bank statement layouts and normalizes transactions across different formats and date ranges. Designed for solo bookkeepers, CPAs, and accounting firms managing anywhere from one-off statements to high-volume workflows with team collaboration and enterprise security.

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Key Features of Rocket Statements

Auto-detects bank formats from hundreds of banks worldwide
Clean, transform & format transactions automatically
Cloud document management with client organization
Team collaboration with role-based permissions
Enterprise-grade 256-bit encryption security
Direct integrations with QuickBooks, Xero, Google Sheets
Export in Excel, CSV, and JSON formats
Bulk processing and automation for high-volume workflows
Remove duplicates and categorize transactions automatically

Who Should Use Rocket Statements?

Solo bookkeepers and CPAs managing small client portfolios

Accounting firms organizing and processing statements for hundreds of clients

Tax preparation support and personal finance management

Small business bookkeeping and transaction categorization

Team-based accounting workflows with compliance requirements

Rocket Statements: Pros & Cons

✓Pros

Bank-grade security with 256-bit encryption in transit and at rest
Works across hundreds of banks worldwide
Available on Web, Google Sheets, and Microsoft Excel
No templates or manual cleanup required
Role-based permissions and team collaboration features
Scales from individual use to 100+ user enterprise teams
5/5 customer rating
Trusted by thousands of professionals worldwide

Frequently Asked Questions about Rocket Statements

What file formats does Rocket Statements support for export?

Rocket Statements exports data in Excel, CSV, and JSON formats, with direct integrations available for QuickBooks and Xero.

Can Rocket Statements recognize different bank statement formats?

Yes, it auto-detects and works across hundreds of banks worldwide, including Chase, Bank of America, Wells Fargo, and many others.

Is Rocket Statements suitable for accounting firms?

Yes, it's built for teams with cloud document management, role-based permissions, team collaboration features, and can handle hundreds of clients with enterprise-scale processing.

What security measures does Rocket Statements use?

It provides bank-grade security with 256-bit encryption in transit and at rest, built specifically for sensitive financial data with enterprise-grade protection.

How much does a free trial include?

The free trial lasts 7 days and includes 20 free pages with no credit card required.