Rocket Statements is an AI-powered platform designed to convert, clean, and transform bank statements and financial documents into structured formats like CSV, Excel, or JSON. The tool supports bulk processing, multiple bank integrations, and data retention policies fit for everything from startups to enterprises.
Rocket uses a proprietary “Transforms” engine to ensure output is not only readable but tailored to match the needs of your accounting software. With secure encryption and features like AI Copilot for automation support, it’s ideal for finance professionals looking to streamline workflows. You can manage folders, handle multiple formats, and export at scale without the headaches of manual data entry.
| Rocket Statements Review Summary | |
| Performance Score | A |
| Content/Output Quality | Structured & Accurate |
| Interface | Modern, Clean UX |
| AI Technology |
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| Purpose of Tool | Convert and clean bank statements into structured data |
| Compatibility | Web-Based |
| Pricing | Paid plans starting from $15/month (free trial available) |
Who is Best for Using Rocket Statements?
- Accountants: Instantly convert monthly client statements into spreadsheets and tax-ready formats without repetitive input.
- Bookkeepers: Save hours each week with automated multi-bank support and bulk processing capabilities.
- Fintech Teams: Process thousands of pages and integrate with internal systems securely and efficiently.
- SMBs & Corporations: Manage financial document workflows with full data retention, encryption, and AI-powered transformation.
Rocket Statements Key Features
| Bank Statement Parser | Data Extraction | Multi-Bank Support |
| Data Transforms | File & Folder Management | Secure Encryption |
| Bulk Processing | Multiple Export Options | AI Copilot (Business & Advanced Plans) |
Is Rocket Statements Free?
Rocket Statements offers a free trial on all plans. After that, users can choose one of the following monthly subscriptions based on their usage needs:
Rocket Statements Pricing Plans
- Basic – $15/month: Convert up to 100 pages, clean data formatting, bulk processing, global bank support, 5 MB file size limit, 30-day data retention.
- Essentials – $25/month: Up to 500 pages, data transforms, folder management, one-click download, secure encryption, 10 MB file size limit, 1-year data retention.
- Business – $60/month: Up to 1,000 pages, all Essentials features, 100 MB file size, 2-year data retention, AI Copilot included.
- Advanced – $90/month: Up to 3,000 pages, 500 MB file size, 5-year data retention, full premium feature access, best for corporate teams.
Rocket Statements Pros & Cons
Pros
- Automates statement parsing and data transformation
- Supports 100+ global banks and formats
- Offers secure encryption and long-term retention
- Bulk processing streamlines large document sets
- AI Copilot adds intelligence to repetitive tasks
Cons
- No free forever plan—paid tiers required after trial
- File size limits vary by plan, restricting larger imports
- Requires some financial understanding to configure output
- Limited to statement and finance document types
- No native mobile app for on-the-go document uploads
What formats can I export data to?
Rocket Statements supports CSV, Excel, and JSON export formats to match most financial systems.
Can I use Rocket for multiple banks?
Yes, Rocket supports over 100 banks worldwide and can parse statements across them in bulk.
Does Rocket Statements offer a free trial?
Absolutely. You can test any plan risk-free before committing, with full access to the respective tier’s features.
