Tips, Tricks & Best Practices

Okay, so anybody else out there weirdly still attached to manually downloading and organizing their files even though Rocket Statements and Hubdoc kind of do it for you? I've been trialing both and honestly getting mixed vibes. On one hand, RS's PDF to Excel thing is pretty rad when it spits out what I need. But then, syncing with Hubdoc...eh, sometimes it just flows better? Maybe it's just me.

I use Google Sheets a ton, and even though Rocket's addon works, I kinda find myself second-guessing whether Hubdoc's interface might save me some clicks.

Does anyone else feel the drag of figuring out which tool actually complements your setup best? Like, sometimes I just want one platform to rule them all (not that it'll happen). Spent so many hours tweaking little things and still end up needing to re-upload stuff.

Would love some thoughts on how you all juggle these tools. Or maybe I'm overthinking it all. 🤷‍♂️

Alright folks, I need to just air this out real quick. You know when you're in the groove of monthly reconciliation and you think you've got everything synced up nicely, only to find out some bank feeds mysteriously don't show up? Yeah, that's my life right now. It’s not Rocket Statements' fault I guess, just the syncing cycle that banks seem to be on. Any tricks you guys use to minimize this little hiccup? I’m trying to figure if it’s something I did wrong or just a timing issue.

Oh and by the way, does anyone pair Rocket Statements with another app to double-check these feeds? Sometimes I feel like I need a second pair of eyes or an extra layer to catch these slip-ups before they become a bigger deal. Looking for recommendations on how you guys keep everything in line. Thanks in advance!

Hey folks. Anyone else finding the whole secure uploads from clients to be more headache than it solves? Tried a couple other platforms but ended up back with Rocket Statements mostly 'cause I’m foiled by tech giants' interfaces half the time.

There's gotta be a smoother way, right? Like, how secure do these uploads really need to be? I get the whole confidentiality thing, but compared to sharing a random Google Drive link...

Can't keep counting the times clients screw up the file type or upload to the wrong place. Sometimes wonder if I’m just making things complicated myself. Using Rocket Statements to auto-process some stuff helps but honestly, I still get nightmares about missing docs come tax time.

I mean, I just wanna share and forget. Anyone got a hack for this simpler? Or should I resign myself to eternal file naming battles... 🤷‍♂️