What is Rocket Statements?
PDF bank statements into Excel, CSV and JSON.
Who is Rocket Statements best for?
Rocket Statements is best for bookkeepers and accountants who convert PDF bank statements into spreadsheets.
Bookkeepers and small practices
The maker aims it at freelancers, bookkeepers and small CPA practices handling 1 to 50 statements a month, and Basic already covers 100 pages.
Accounting firms with many clients
Statements sit in folders by client, year and account, staff get role-based access, and the Business plan adds branded portals for collecting client statements.
Spreadsheet-first workflows
A Google Sheets add-on and an Excel add-in pull converted transactions straight into your workbook instead of a download folder.
Messy or scanned statements
It reads scanned PDFs, JPG, PNG and TIFF images and password-protected files, and covers credit card, loan and brokerage statements too.
How much does Rocket Statements cost?
Rocket Statements starts with a 7-day free trial of 20 pages, then costs $15, $25, $60 or $90 a month (Basic, Essentials, Business, Advanced), or from $8 a month billed yearly.
- 100 pages a month
- Bulk processing, Excel, CSV and JSON export
- 5 MB file size limit
- 500 pages a month
- 2 synced bank accounts, several seats and team collaboration
- 10 MB file size limit
- 1,500 pages a month
- 5 synced bank accounts, transaction categorization, branded client portals
- 100 MB file size limit
- 3,000 pages a month
- 10 synced bank accounts, plus everything in Business
- 500 MB file size limit
Billed yearly, Basic is $8, Essentials $17, Business $38 and Advanced $58 a month, and the whole year's pages arrive up front: 1,200, 6,000, 18,000 or 36,000 pages. Every plan starts with a 7-day free trial of 20 pages, with no credit card needed. There is no free plan. Full pricing on rocketstatements.com. We checked these prices on .
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Questions about Rocket Statements
What is Rocket Statements?
PDF bank statements into Excel, CSV and JSON.
Who is Rocket Statements for?
Rocket Statements is best for bookkeepers and accountants who convert PDF bank statements into spreadsheets.
Is Rocket Statements free?
You can try Rocket Statements free before paying; paid plans start at $15 per month.
How much does Rocket Statements cost?
Rocket Statements's paid plans are Basic at $15 per month, Essentials at $25 per month, Business at $60 per month and Advanced at $90 per month.
Where can I try Rocket Statements?
On its official website, rocketstatements.com.
What files can Rocket Statements convert?
Rocket Statements converts native and scanned PDFs plus JPG, PNG and TIFF images, including multi-page statements and password-protected PDFs when you supply the password. It handles credit card, loan and brokerage statements as well as bank statements, and exports to Excel, CSV or JSON.
How does Rocket Statements handle my financial data?
Rocket Statements encrypts files in transit and at rest and says it never sells your data. You can set how long files are kept, for example deleting them automatically once processing finishes, to match your firm's own retention rules.
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