Rocket Statements

Rocket Statements is a specialized online tool designed to convert bank statements from PDF format into structured, machine-readable data files such as Excel (XLSX), CSV, and JSON. It eliminates the manual work of copying transactions from printed or scanned bank PDFs, which is a common pain point for accountants, bookkeepers, freelancers, and small business owners who need to process financial records quickly and accurately. The platform supports over 100 global banks across different regions and statement formats, meaning users can upload PDFs from various financial institutions without worrying about layout differences. The core technology relies on a multi-stage artificial intelligence optical character recognition (AI OCR) pipeline. This pipeline first extracts raw text from PDF images or scanned documents, then applies machine learning models to identify and classify individual transactions—detecting fields such as date, description, debit/credit amounts, running balance, and currency. It automatically normalizes these fields into a consistent structure, handling variations like date formats (MM/DD/YYYY vs DD/MM/YYYY), currency symbols, and note placement. After conversion, the output data is clean, column-aligned, and ready for immediate use in spreadsheets or accounting software—no template setup or manual cleanup is required. Rocket Statements offers multiple deployment options: a web-based interface for quick ad-hoc conversions, a Google Sheets add-on available on the Google Workspace Marketplace that lets users import statements directly into existing spreadsheets, and a Microsoft Excel integration via the Microsoft Marketplace for desktop users. This flexibility allows individual users to handle their own personal finances, while accounting firms managing hu