Rocket Statements

Convert Bank Statements to Excel in Seconds

Rocket Statements is the fastest way to turn PDF bank statements into clean, transaction-ready Excel data. No manual data entry. No templates to configure. Just upload your

statement and get organized financial data instantly.

How It Works

1. Upload your bank statement PDF
2. Our AI automatically detects the bank format and extracts transactions
3. Import directly into your Excel workbook with one click

Key Features

• Works with Any Bank - Automatically recognizes statement formats from Chase, Bank of America, Wells Fargo, and hundreds of banks worldwide. No configuration required.
• Clean, Accurate Data - Our multi-stage AI pipeline extracts dates, descriptions, and amounts with high accuracy. Transactions are normalized and ready to use.
• Direct Excel Import - Import transactions directly into your spreadsheet. Data is formatted with proper currency formatting and organized columns.
• Connect Bank Accounts - Optionally connect your bank accounts via Plaid to query and import transactions directly, without uploading statements.
• Secure & Private - Bank-level 256-bit encryption. Your financial documents are processed securely and never shared.

Who It's For

• Accountants and bookkeepers managing client financials
• Small business owners tracking expenses
• Individuals organizing personal finances
• Anyone who needs bank data in Excel format

Pricing

Start with a free 7-day trial including 20 pages. No credit card required. Subscription plans available for individuals and teams at rocketstatements.com.

Get Started

Sign in with your Microsoft account to connect your Rocket Statements account and start converting bank statements directly in Excel.