Financial reporting lies at the heart of an accountant’s work. However, clients often provide critical bank statements in PDF format. While handy for viewing, PDFs limit how accounting teams can analyze and work with the data. This becomes highly inefficient, not to mention could introduce manual data errors. Fortunately, Rocket Statements revolutionizes this process through its innovative PDF to Excel/CSV bank statement conversion tool.
As leaders in reconciliation and advisory services, accounting professionals require bank statement data in malleable formats like spreadsheets. The versatility enables seamless integration with various accounting platforms to speed up reporting. However, converting piles of PDF bank statements into properly formatted Excel/CSVs can devour hours.
Now, Rocket Statements alleviates this major time sink with their user-friendly cloud-based software developed exclusively for accountants’ needs. The revolutionary solution enables bulk uploading of multiple PDF bank statement files at once for entire batches. Sophisticated machine learning technology then examines the complete PDF contents to accurately identify and extract key metadata, transactional data, descriptions and other critical details within seconds. This extracted information gets flawlessly reformatted into Excel/CSV files that mirror the original PDF statement structures from leading national and global banking institutions.
The software allows bulk uploading bank statement PDFs to convert entire batches with ease. Advanced intelligence technology then examines the files to identify critical information and formats the data into Excel/CSV files mirroring the original structure. Whether working with personal bank statements or those from leading national or global financial institutions, Rocket Statements delivers perfectly organized spreadsheets ready for download.
With powerful format conversion capabilities and encryption meeting top enterprise standards, Rocket Statements provides a multitude of benefits for accounting teams:
Save Time: Bulk conversion automation eliminates the manual efforts of rekeying PDF data. Accountants regain hours to focus on client advisory work.
Enhanced Security: Proprietary data encryption and compliance keeps sensitive client records safe from cyber threats.
Increase Accuracy: Direct PDF conversions remove human data entry errors during reformatting.
Flexibility: Converted Excel/CSV statement files readily integrate across accounting platforms.
Rocket Statements also offers varied subscription plans starting from $20 monthly for 500 bank statement page conversions – delivering maximum ROI. Transform your client financial data and reporting productivity with a tailored solution designed exclusively for accounting teams.
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Tags: Financial Reporting
