How Can We Help You?

Connecting your bank is simple and secure. Go to Settings → Bank Connections → Add Bank. We use Plaid, a trusted banking integration service used by millions. Select your bank, enter your credentials, and authorize the connection. Your transactions will start syncing automatically within minutes. We use bank-level encryption to keep your data safe.

You can easily correct any categorization by clicking on the transaction and selecting the correct category. The AI learns from your corrections and becomes more accurate over time. You'll also receive periodic check-ins where RocketBooks asks you to verify certain transactions to ensure everything is accurate.

Absolutely! Go to Settings → Accountant Collaboration and enter your accountant's email. They'll receive an invitation with read-only access to your books. You can also export your data in multiple formats (QuickBooks, Excel, PDF) if your accountant prefers to work offline.

There are three easy ways: 1) Forward receipts to [email protected] and we'll automatically match them to transactions. 2) Upload directly through the web app by clicking on a transaction and selecting "Add Receipt." 3) Use our mobile app to snap photos of receipts on the go. All receipts are securely stored and organized for tax time.

Yes, we take security extremely seriously. We use bank-level 256-bit encryption for all data in transit and at rest. Our infrastructure is SOC 2 compliant and hosted on AWS with multiple redundancies. We never store your bank login credentials—that's handled by Plaid. We also have 24/7 security monitoring and conduct regular penetration tests. Your data is never sold to third parties.

Yes, you can cancel anytime with no penalties. Go to Settings → Subscription → Cancel Subscription. Your access continues until the end of your current billing period. Before cancellation, you can export all your data. We'll also keep your data for 30 days after cancellation in case you change your mind.

No, RocketBooks handles your bookkeeping but doesn't file taxes. However, we make tax filing much easier by providing tax-ready books, quarterly tax estimates, and reports your CPA will love. You can export everything in formats that work with popular tax software or share directly with your accountant. We track deductible expenses and maintain IRS-compliant records so you're audit-ready.

Yes! Our Multi-Entity Support feature lets you manage multiple businesses or properties under one account. Each entity has its own separate books, but you can easily switch between them and view consolidated reports. This is perfect for entrepreneurs with multiple ventures or real estate investors with several properties.

When you connect your bank, RocketBooks automatically imports up to 2 years of historical transactions (depending on what your bank provides). The AI categorizes everything retroactively, giving you a complete financial picture from day one. You can also manually import older data from QuickBooks, Excel, or CSV files if needed.

RocketBooks syncs your bank accounts daily, typically overnight. New transactions are categorized automatically and appear in your dashboard the next morning. If you need to check something urgent, you can manually trigger a sync anytime. Real-time financial reports and insights are always available based on your latest synced data.