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Microsoft CorporationPaid
Rocket Statements
by Broad Arrow, Inc.Microsoft 365Price not published
Convert PDF bank statements into transaction data and import it into Excel workbooks.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSecurity
UPDATED ON MARKETPLACE
What it does
Uploads bank statement PDFs and extracts transactions. The add-in detects the bank format and imports the data into an Excel workbook. It can also connect bank accounts through Plaid to query and import transactions directly.
Key capabilities
from the Microsoft Marketplace listingPDF transaction extraction
Extracts dates, descriptions, and amounts from uploaded bank statement PDFs.
Bank format detection
Recognizes statement formats from named banks and other banks without configuration.
Excel import
Imports transactions into spreadsheets with currency formatting and organized columns.
Plaid bank connection
Connects bank accounts through Plaid to query and import transactions without uploading statements.
Encrypted processing
Processes financial documents using 256-bit encryption and states that documents are not shared.
Use cases
- Accountants and bookkeepers can manage client financials in Excel.
- Small business owners can track expenses from imported bank transactions.
- Individuals can organize personal finances in Excel.
Who it's for
Accountants, bookkeepers, small business owners, individuals, and others needing bank data in Excel.
In the catalog
27 plugins in Microsoft Teams · Security
Price distribution: 3 freemium, 11 paid, 13 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«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 • Upload your bank statement PDF • …»