CPAs & Financial Advisors

Managing client finances requires precision and efficiency. Rocket Statements equips CPAs and financial advisors with tools to streamline financial planning, budgeting, and expense analysis. Our advanced OCR technology converts PDF bank statements into structured spreadsheets, eliminating manual data entry and reducing errors.

Organize client documents effortlessly with our cloud file management system, allowing you to sort statements into folders for easy access. For real-time financial tracking, link client bank accounts to automatically sync transactions, ensuring up-to-date data without the need for constant follow-ups.

Whether you’re preparing for tax season, tracking expenses, or importing data into QuickBooks, Rocket Statements simplifies your workflow, giving you more time to focus on strategic financial planning.

Features for CPAs & Financial Advisors

✓ OCR-Powered PDF to Spreadsheet Conversion

Quickly transform client bank statements into structured data, facilitating faster financial analysis.

✓ Cloud-Based Document Organization

Utilize our file and folder management to keep client documents organized and easily retrievable.

✓ Live Bank Data Syncing

Connect to client bank accounts to automatically import the latest transactions, ensuring accurate and current financial data.

✓ Export-Ready for Accounting Software

Generate CSVs formatted for seamless import into financial tools like QuickBooks, Drake, or CCH.

✓ Bulk Processing Capabilities

Handle multiple client documents simultaneously, increasing efficiency during peak financial periods.

✓ Secure Data Handling

Protect sensitive client information with bank-level encryption and secure cloud storage solutions.

For more insights on how Rocket Statements can optimize your financial advisory processes, explore our blog and discover the full range of capabilities offered by this powerful tool.