Clarity. Confidence.Control Rocket Reports

Financial insights designed for fast-moving businesses. From fundraising to forecasting—we deliver the reports that fuel growth.

★★★★★

520+ REVIEWS

★★★★★

300+ REVIEWS

San Francisco Entrepreneurs: Spending too much time on manual bookkeeping instead of scaling your business?

Are you building a business or balancing a checkbook?

Create custom management reports and share business results in a clear, compelling way.

Management reporting

Fast

Craft management reports for print or web – in minutes, not hours.

Flexible

Bring together text, charts, tables and financial statements – in one simple-to-use editor.

Seamless

Effortlessly integrate data and streamline your workflow with intelligent, real-time updates for consistently accurate reports.

Your startup doesn’t have time for messy spreadsheets and unclear numbers. With Rocket Reports, you get streamlined, real-time reporting that actually makes sense—designed to support fundraising, growth decisions, and day-to-day operations.

Whether you’re preparing for a pitch, watching your burn rate, or tracking team performance, we give you the tools to stay ahead.

We understand the unique needs of San Francisco businesses—from tech startups in SoMa to local boutiques in the Mission District.

Accurate Financial Statements

Ensure accurate, GAAP-compliant financial reports to satisfy investors and stakeholders.

Accurate Financial Statements

Ensure accurate, GAAP-compliant financial reports to satisfy investors and stakeholders.

Expense & Cash Flow Tracking

Manage cash flow, optimize financial forecasting, and track expenses effectively.

Secure, Cloud-Based Accounting

Access your financials anytime with encrypted, remote bookkeeping solutions.

Scalable Services

Whether you're a small business, startup, or growing company, we offer customized solutions that scale with you.

ROCKET REPORTS

What’s Included in Rocket Reports?

Investor Reports

Pitch-ready financials, without the panic.
Professionally crafted reports that highlight your revenue growth, burn rate, margins, and cash runway—everything investors need to see, in a clean, digestible format.

Includes:

  • Balance Sheet & Income Statement
  • Cash Flow Overview
  • Growth Metrics (LTV, CAC, MRR, etc.)
  • Monthly & Quarterly Trends

We understand the unique needs of San Francisco businesses—from tech startups in SoMa to local boutiques in the Mission District.

ROCKET REPORTS

What’s Included in Rocket Reports?

Investor Reports

Pitch-ready financials, without the panic.
Professionally crafted reports that highlight your revenue growth, burn rate, margins, and cash runway—everything investors need to see, in a clean, digestible format.

Includes:

  • Balance Sheet & Income Statement
  • Cash Flow Overview
  • Growth Metrics (LTV, CAC, MRR, etc.)
  • Monthly & Quarterly Trends

Accurate Financial Statements

Ensure accurate, GAAP-compliant financial reports to satisfy investors and stakeholders.

Accurate Financial Statements

Ensure accurate, GAAP-compliant financial reports to satisfy investors and stakeholders.

Expense & Cash Flow Tracking

Manage cash flow, optimize financial forecasting, and track expenses effectively.

Secure, Cloud-Based Accounting

Access your financials anytime with encrypted, remote bookkeeping solutions.

Scalable Services

Whether you're a small business, startup, or growing company, we offer customized solutions that scale with you.

Three-way cash flow forecasts

Accurately project P&L, Balance Sheet & Cash Flow statements.

Look to the future, confidently

See the impact of your plans, and evaluate different scenarios.

Cash flow forecasting

Achieve clarity and confidence about your future financial results and what needs to happen to achieve your plans.

Rocket Bookkeeper’s reports helped us close our seed round with complete confidence.

Sana M. Founder, SaaS Startup

Before Rocket, we had no forecasting. Now I actually know how much we can spend next quarter

Rishi K. Brand Owner

Budget & Forecasting

Plan smarter. Spend wiser.
Get clarity into your future with accurate financial projections and budgeting tools. Whether you’re managing runway or planning your next hire, our insights help you make confident, data-backed decisions.

Includes:

  • Dynamic Budget Planning
  • Revenue & Expense Forecasting
  • Scenario Planning (Best/Worst Case)

Burn Rate Tracking & Alerts

KPI Dashboards

Your business, at a glance.
No more digging through spreadsheets. Our real-time dashboards show you what’s happening right now—across revenue, expenses, team spend, and more. Fully customizable and easy to understand.

Includes:

  • Custom KPIs Based on Your Industry
  • Department-Level Views
  • Real-Time Data from QuickBooks, Stripe, Gusto & More

Mobile-Friendly Access

Rocket Bookkeeper’s reports helped us close our seed round with complete confidence.

Sana M. Founder, SaaS Startup

Before Rocket, we had no forecasting. Now I actually know how much we can spend next quarter

Rishi K. Ecommerce Brand Owner