Rocket Statements vs Reflexivity (formerly TOGGLE AI)

Rocket Statements converts bank statement PDFs and images into structured Excel, CSV, and JSON files ready for accounting work. Upload a statement and get normalized transaction data you can import into spreadsheets or bookkeeping software, without building templates or cleaning rows by hand. It targets solo bookkeepers, small businesses, and accounting firms that process statements regularly.

The platform runs uploaded documents through a multi-stage OCR pipeline that recognizes layouts from hundreds of banks worldwide, including major institutions in the US, Canada, UK, and Australia. It handles PDF, PNG, JPG, and TIF files, auto-detects bank formats, and outputs data formatted for reconciliation, analysis, or import into tools like QuickBooks Online.

Beyond one-off conversions, Rocket Statements includes cloud document management, team workspaces with role-based permissions, and client portals for collecting statements from customers. Google Sheets and Microsoft Excel add-ons let you process statements inside spreadsheets, and higher tiers add live bank account syncing, automatic transaction categorization, and bulk processing for firm-scale workloads.

Reflexivity bundles licensed market data, filings, and research agents into one workspace for asset managers, hedge funds, and other institutional teams. Knabble, Inc. operates the product; visiting toggle.ai redirects to reflexivity.com, where sales demos gate access rather than self-serve signup.

Unlike consumer finance chatbots, Reflexivity pulls feeds from S&P Global, LSEG Datastream, Cboe, Nasdaq, Dow Jones, Benzinga, EDGAR, and other licensed providers with no separate data contracts. Its Deep Research agents write and execute Python against those feeds, and the platform is engineered to flag uncertainty rather than guess when source data is missing.

Six modules cover the core workflow: Deep Research for autonomous code-driven analysis, a Knowledge Graph for relationship mapping, Portfolio Insights with real-time alerts, Scenario Analysis with 50+ years of history, Document Intelligence for filings and transcripts, and Smart Screening across 40,000+ global securities. Platform access and API integration both route through contact sales, not listed plan prices.

The leadership team includes former Lombard Odier portfolio managers Jan Szilagyi (CEO) and Giuseppe Sette (President), plus technologists from Kensho and other fintech firms. Backers listed on the site include SoftBank, General Catalyst, Greycroft, MUFG, and Interactive Brokers.