We're not just software that helps you do bookkeeping. We ARE your bookkeeper.
You tell us about your business in plain English. We handle all the accounting complexity behind the scenes. Your books stay clean, compliant, and tax-ready automatically.
From setup to ongoing maintenance, here's exactly how RocketBooks works
Link your bank accounts, credit cards, payment processors (Stripe, PayPal, etc.), and any other financial accounts. We use bank-level encryption and are SOC 2 compliant.
This is where we're fundamentally different. You don't set up asset accounts, liability schedules, or chart of accounts. Just tell us about your business, and we create the entire structure automatically.
We create all the assets, depreciation rules, journal entries, and balance sheet mappings automatically.
Every day, we download your transactions, categorize them intelligently, and update your books. Unlike QuickBooks, our AI understands context and learns your business patterns.
Transactions download automatically
AI learns your business patterns
Records stay current automatically
We ask about deductible expenses to keep records IRS-compliant
We clarify ambiguous transactions before categorizing
We ensure documentation is complete for audits
This is the magic moment. When we encounter something that needs your input, we proactively reach out. Simple questions in plain English. No accounting jargon. Just quick clarifications that keep your books accurate and compliant.
QuickBooks never does this.
Traditional software waits for you to log in. We actively maintain your books and only interrupt when absolutely necessary.
We don't just categorize. We actively prevent errors, monitor for anomalies, and keep your books audit-ready. No duplicate accounts. No missing documentation. No year-end surprises.
Day-to-day life with RocketBooks
You spend 15 minutes connecting your accounts and answering a few questions about your business. That's it. We take it from there.
We're learning your business patterns. You might get a few questions about specific transactions. Quick responses help us understand your business better.
"I noticed a $500 charge Mark Roberts. What was it for?"
Most transactions are handled automatically. You only hear from us for truly ambiguous situations or IRS-relevant items that need documentation.
How we deliver autonomous bookkeeping
Our AI understands accounting principles, IRS rules, and business context. It doesn't just categorize—it reasons about your financial data.
Talk to us like you'd talk to a human bookkeeper. We understand plain English and translate it into proper accounting entries.
Direct connections to over 10,000 financial institutions. Your transactions sync automatically and securely.
256-bit encryption, SOC 2 Type II compliance, and regular security audits. Your financial data is protected.
The system learns your business over time, becoming more accurate and asking fewer questions as it understands your patterns.
Daily processes run automatically—transaction imports, categorization, reconciliation, and reporting—without human intervention.
256-bit Encryption
SOC 2 Type II
GDPR Compliant
Daily Backups
Common questions about how RocketBooks works
Still have questions?
Contact Our Support Team