Full Bookkeeping Intelligence

Features That Actually Do
the Work For You

Not just automation. Real bookkeeping intelligence that creates structure, asks questions, prevents errors, and keeps your books perfect 24/7.

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What QuickBooks Doesn't Do

These are the features that make RocketBooks fundamentally different

Automated Structure Creation

QuickBooks makes you set up asset accounts, liability schedules, depreciation rules, and chart of accounts. RocketBooks does it all automatically.

You say:

"I bought a new computer for $2,890."

We automatically create:

  • Fixed asset account with proper classification
  • Depreciation schedule based on IRS rules
  • Balance sheet mappings
  • Journal entries for ongoing depreciation
  • Flags for potential Section 179 / bonus depreciation (based on your income & eligibility)

Proactive Communication

QuickBooks never starts a conversation. RocketBooks actively reaches out when it needs clarification or spots IRS-relevant transactions.

Business Meal Detected

"Who attended this meal? What was the business purpose?"

Unknown Contact Found

"$500 was Zelled to a new contact "John Petersen". What was it for?"

Large Transaction Alert

"Is this a loan payment or asset purchase?"

Continuous 24/7 Updates

QuickBooks stops working when you stop logging in. RocketBooks runs continuously, processing transactions and maintaining your books without interruption.

Daily Processing
Automatic
Reconciliation
Automatic
Report Generation
Automatic
Your Logins
Optional

Active Error Prevention

QuickBooks allows messy books. RocketBooks actively prevents errors, monitors for anomalies, and keeps everything clean from day one.

  • No Duplicate Accounts

    We prevent multiple accounts for the same thing

  • No Broken Reconciliations

    Continuous monitoring catches issues immediately

  • No Missing Documentation

    We request details before recording transactions

  • No Year-End Surprises

    Books stay audit-ready year-round

Complete Feature Set

Everything you need for perfect bookkeeping

Plain English Conversations

No accounting jargon. Talk to us like you'd talk to a human bookkeeper. We understand business context, not just categories.

Increase Revenue Recommendations

AI shows you where you're leaving money on the table. It analyzes your service promotions, customer behavior, and past performance to reveal the smartest moves to increase your revenue.

AI Invoice Follow Up

The AI automatically follows up on your invoices, keeps clients informed, and lets you know when you can expect to get paid.

Proactive Insights

We alert you to cash flow concerns, unusual spending patterns, missing invoices, and tax optimization opportunities.

IRS Compliance Management

We know IRS rules for deductions, documentation requirements, and audit triggers. Your books stay compliant automatically.

Expense Categorization

Smart categorization that learns your business. Understands capex vs opex, deductible vs non-deductible automatically.

Bank Reconciliation

Automatic daily reconciliation. We catch discrepancies immediately and reach out if something doesn't match.

Receipt Management

Forward receipts via email or upload them. We automatically match them to transactions and store them for audits.

Real-Time Financial Reports

P&L, balance sheet, cash flow, and custom reports always available. Updated daily. Explained in plain English.

Tax Estimates & Planning

Real-time tax liability estimates, quarterly payment reminders, and year-end projections so you're never caught off guard.

Accountant Collaboration

Invite your CPA with read-only access or export to their preferred format. Clean books they'll actually appreciate.

Multi-Entity Support

Manage multiple businesses or properties in one place. We keep each entity separate while showing consolidated views.

Integrations & Compatibility

Connect to the tools and accounts you already use

Banking

Connect to over 10,000 financial institutions including all major banks, credit unions, and credit card companies.

Chase Bank of America Wells Fargo American Express + 10,000 more

Payment Processors

Automatically sync revenue from payment platforms and match them to bank deposits.

Stripe PayPal Square Venmo Authorize.net

E-commerce Platforms

Import sales, fees, and inventory transactions from your online store.

Shopify Amazon WooCommerce Etsy eBay

Export & Compatibility

Export your books to standard formats for accountants or other software.

QuickBooks Excel/CSV PDF Reports Xero

Security & Compliance

Your financial data is protected with enterprise-grade security

256-bit Encryption

Bank-level encryption for all data in transit and at rest

SOC 2 Type II

Independently audited security controls and practices

Multi-Factor Auth

Additional layer of protection for your account access

Daily Backups

Encrypted backups ensure your data is never lost

Your Data is Protected

Read-Only Bank Access

We can only view transactions, never move money or make changes

GDPR Compliant

Full data privacy protection and right to deletion

Regular Security Audits

Third-party penetration testing and vulnerability assessments

Secure Infrastructure

Hosted on enterprise-grade cloud infrastructure with 99.9% uptime

Role-Based Access

Control who sees what with granular permission settings

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Side-by-Side Comparison

See exactly how RocketBooks compares to traditional software

Feature QuickBooks RocketBooks
Creates accounting structure automatically
Proactively contacts you for clarification
Updates books without logins
No accounting knowledge required
Prevents errors before they happen
IRS compliance monitoring
Plain English conversations
Auto-categorization
Bank feeds
Financial reports
Invoicing
Receipt management

The Key Difference: QuickBooks is software that helps you do bookkeeping. RocketBooks IS your bookkeeper.

Perfect For These Businesses

RocketBooks works best for small to medium businesses that want clean books without doing bookkeeping

Service Businesses

Consultants, agencies, lawyers, accountants, and other pros who want clean, accurate books without the hassle.

Perfect fit →

Contractors

Construction and home-service trades with constant expenses who want hands-free, automated bookkeeping.

Perfect fit →

Freelancers

Designers, developers, writers, and creators who want simple, stress-free bookkeeping and clean tax records.

Perfect fit →

Health & Wellness Providers

Trainers, gyms, therapists, salons, and wellness pros who want accurate books without reconciling payments.

Perfect fit →

Coaches & Online Educators

Coaches, trainers, and course creators needing organized, effortless bookkeeping for service-based income.

Perfect fit →

Real Estate

Investors, landlords, and flippers who want clear income/expense tracking without spreadsheets.

Perfect fit →

Perfect For:

  • Startups and new businesses
  • Small and medium businesses
  • Solo entrepreneurs & freelancers
  • Anyone who wants clean books without learning accounting
  • Anyone who wants IRS-ready, mistake-free financials
  • Anyone who wants more time to run their business, not their books
Contact us to discuss your needs

Experience the Difference

Stop wrestling with accounting software. Start working with an AI bookkeeper that actually does the work for you.

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