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. 🤷♂️