# Uncat Reviews **Vendor:** Uncat **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 44 ## About Uncat Fix Uncategorized Transactions & Automate Your Accounting with Uncat. No more spreadsheets! Streamline your accounting for just $9/client/month with Uncat, the all-in-one client platform used by over 20,000 professionals. Effortlessly categorize transactions, process receipts, and manage client requests all in one place. Uncat syncs with QuickBooks Online, Xero, and QuickBooks Desktop. Uncat is highly rated by accountants and bookkeepers, and, most importantly, by their clients. Check out an introduction or a full demo of Uncat on YouTube. Introducing Uncat: https://www.youtube.com/watch?v=jVb3P0q3Ziw Full demo of Uncat: https://www.uncat.com/tutorial-jason ## Uncat Pros & Cons **What users like:** - Users find Uncat's **ease of use** enhances transaction management and simplifies client communication efficiently. (2 reviews) - Users value the **seamless communication** with clients directly within Uncat, enhancing transaction management experience. (1 reviews) - Users value the **easy management of uncategorized transactions** and direct client communication within Uncat. (1 reviews) - Users find that Uncat allows for **quick and intuitive categorization** , significantly saving time during the month-end close. (1 reviews) **What users dislike:** - Users express concerns about **limited customization options** for categorization rules, affecting their overall satisfaction with Uncat. (1 reviews) - Users find the **limited features** of Uncat restrict their experience, particularly in interface design and report filtering. (1 reviews) - Users find the **reporting options poor** , lacking modern features and sufficient filtering capabilities for better usability. (1 reviews) ## Uncat Reviews ### 1. Smooth Accounting Integration and Faster Receipt Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Uncat?** I like that the product integrates with my accounting software. I also enjoy that all of our receipts are in one central location. Uncat reduces the processing time for receipt management. **What do you dislike about Uncat?** For the most part the product is performing quite well. The client side user interface seems to be a bit dated but it gets the job done. **What problems is Uncat solving and how is that benefiting you?** Before implementing Uncat, we would have a great deal of problems getting receipt detail information. Now that we use Uncat, we have a system in place that deals with uncategorized transactions, thus cutting our processing time. ### 2. Streamlined Client Communication, Needs Modernization **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Uncat?** I like that Uncat helps me chase clients to upload receipts and notifies them to make it easy to update QuickBooks with items we can’t easily allocate from the bank for bookkeeping. The notifications keep our clients organized and remind them to update or upload supporting documents. I appreciate Uncat's integrations with QuickBooks, which help push items that need allocation and manage bookkeeping more efficiently. The pricing is good too, which makes it even more valuable to us. **What do you dislike about Uncat?** Maybe they need some new AI features and a more modern interface. The interface looks dated. **What problems is Uncat solving and how is that benefiting you?** I use Uncat to notify clients, simplifying QuickBooks updates by organizing bookkeeping tasks and chasing clients for receipts. It enhances communication and keeps clients organized. ### 3. Simple and effective for cleaning up bookkeeping **Rating:** 4.0/5.0 stars **Reviewed by:** Sagar K. | Risk Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Uncat?** It makes it easy to manage uncategorized transactions and communicate with clients directly inside the app. **What do you dislike about Uncat?** The interface could be a bit more modern, and reports could have more filtering options. **What problems is Uncat solving and how is that benefiting you?** It helps me quickly resolve uncategorized transactions without endless back-and-forth emails. Keeps bookkeeping clean and saves hours each month. ### 4. Amazing platform for an accountant & businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Shraddha K. | Senior Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Uncat?** "Uncat simplifies uncategorized transactions with an intuitive and clean interface, saving a lot of time during bookkeeping **What do you dislike about Uncat?** Sometimes the interface feels too minimal — a few more filtering or tagging features would improve usability. **What problems is Uncat solving and how is that benefiting you?** Uncat solves the problem of chasing clients for explanations on uncategorized transactions. It centralizes those items and allows clients to respond directly, which saves me time and keeps books cleaner ### 5. Extremely Useful Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Tushar V. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Uncat?** It makes categorizing uncategorized transactions quick and intuitive, saving time during month-end close **What do you dislike about Uncat?** Limited customization options for categorization rules **What problems is Uncat solving and how is that benefiting you?** It makes categorizing uncategorized transactions quick and intuitive, saving time during month-end close I like how it centralizes all uncategorized transactions, making it easy to review and assign categories in one place ### 6. Game-changing app **Rating:** 5.0/5.0 stars **Reviewed by:** Kayla P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Uncat?** I learned of this app almost a year ago and it's amazing. They have done an amazing job at knowing exactly what the pain points are for bookkeepers AND made an easy, great UI/UX app. They are continually making improvements and take customer response seriously. Our team saves so much time and sanity asking clients questions by using Uncat. It takes less than 5 minutes to connect a client and get them set up. We haven't needed to do any training with clients because the interface is that easy. Please make more accounting apps, preferably with cats pictured on them. **What do you dislike about Uncat?** I literally can't think of anything. It completes its goal that well. **What problems is Uncat solving and how is that benefiting you?** Whenever clients make purchases and we don't have enough information on them, we code them a certain way so that Uncat picks them up and presents them in an easy to navigate dashboard for the client. Even if the client knows how to work QuickBooks Online, this is nice to focus the client on the necessary questionable transactions. The most common way is by coding to Uncategorized accounts. But we can also filter all transactions without a Class or Job, a different specific account, etc. The client can fill in the description to give us more information on how to classify, or we can request they fill in the account, class or job information – or make this required! No more spreadsheets with outdated information. No more waiting for emails to go back and forth. All of it is real-time with the client and real-time sync with QBO. ### 7. Helps smart work and is very helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Uncat?** Hassel free. Can work like a pro. I love it! **What do you dislike about Uncat?** Not applicablle. I love all the features. **What problems is Uncat solving and how is that benefiting you?** Error free accounting and proper challen of communication with the client. ### 8. Great with helping efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Tony B. | Director of Accounting Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** The amount of time Uncat saves on a per client basis getting answers on unknown transactions has been amazing! Our clients seem to love it as well since they dont have spreadsheets coming over per entity anymore. The client is able to see every entity in one spot and knock all unknown transactions out at one time. The increase in productivity overall in our firm for the accounting team has been excellent and the clients seem to love the switch to Uncat instead of bulky spreadsheets being sent on a weekly basis. **What do you dislike about Uncat?** I wish the communication system was a little more involved. Adding some reporting features would be very nice as well. The last piece would be to evolve the cleanup side of Uncat as I am not sure how to best utilize Uncat for onboarding new cleanup clients and then during the cleanup. I think there are a lot more features you could add to the cleanup side of the software. **What problems is Uncat solving and how is that benefiting you?** Uncat is helping increase efficiency internally as we don't have to export bulky spreadsheets to clients and follow up on those weekly; everything is in one spot for all of our client's entities. Also, it helps increase communication timeliness from clients with the use of automation notifications. This benefits our firm overall with the increase in efficiency and productivity, but it also helps provide more value to our clients as they are spending less time on answering questions we have for them compared to the spreadsheets we were sending them on a weekly basis. ### 9. Easy to use for both me and my clients **Rating:** 4.5/5.0 stars **Reviewed by:** Bob H. | bookkeeper, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2023 **What do you like best about Uncat?** The plain language that Uncat uses makes it easier to communicate with my clients who are not well-rehearsed with accounting terminology **What do you dislike about Uncat?** I'm still trying to isolate my clients from my other team members. I'm still getting reminders for some of their clients. I would like Ucat to become easier to isolate my clients from the other Team members **What problems is Uncat solving and how is that benefiting you?** Receiving timely reports and updates from my clients coding for the month ### 10. A simple yet elegant tool to communicate with clients **Rating:** 4.0/5.0 stars **Reviewed by:** Russell B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Uncat?** Uncat makes it very easy to communicate to clients which transactions need additional information to properly classify/tie out. You designate an account in QBO where all such transactions will be categorized in and then Uncat automatically pulls them in. One click to notify the client that their input is needed via an emailed link that requires no login credentials. **What do you dislike about Uncat?** I don't really have any dislikes about Uncat. It is a useful, inexpensive tool and does what it is supposed to do. **What problems is Uncat solving and how is that benefiting you?** It can be cumbersome to ask clients about specific transactions. Most clients don't want to log into Quickbooks to look at transactions, and most of their bookkeepers don't want them logging into QB either because entries can be changed too easily. Uncat provides a way for clients to provide the information we need without having to log in. ### 11. Uncat Review **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Uncat?** What I like most is the ease of use and the fast upload of the transactions. **What do you dislike about Uncat?** I have not found anything that I dislike about Uncat at this time **What problems is Uncat solving and how is that benefiting you?** Uncat eliminates the need to email clients with an excel spreadsheet. ### 12. A nice way to get a client response **Rating:** 5.0/5.0 stars **Reviewed by:** Alison G. | Business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** I like that I can get the uncategorized items sent weekly to my client for them to deal with no emails required. No downloading QB extracts, formatting, uploading to an email and waiting for them to ignore it! It seems more accessible from the client side, too, as they don't have to log in to QB; just add some comments for me, and I automatically get notified when they are done. **What do you dislike about Uncat?** I'm not sure I like how split transactions work, but I hope that will improve. **What problems is Uncat solving and how is that benefiting you?** Uncat is helping me communicate better with my clients. I don't have to write a formal email requesting their help - I just let Uncat send them a notification to check their dashboard. ### 13. Uncat makes client communication more efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra K. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Clients can easily see all of the transactions that I have questions about in one place. I no longer need to send multiple e-mails or spreadsheets. **What do you dislike about Uncat?** Currently, you can't add tags to transactions from within Uncat. However, this is a feature they say they will be adding, so it's just a matter of time. I'm also waiting for them to add a feature that allows us to ask clients non-transaction questions. They say it is planned in future updates. **What problems is Uncat solving and how is that benefiting you?** I no longer have to take screenshots or create spreadsheets to send to clients to ask questions about transactions. It saves time as I no longer have to write lengthy explanations or questions. ### 14. Easy for my firm and my clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2023 **What do you like best about Uncat?** No more spreadsheets back and forth. Easier to use and automatically updates any changes to the accounts selected in QBO. More accessible and better than any alternative **What do you dislike about Uncat?** Perhaps it can be more intuitive the platform (or have more snippets of information for clients to know what happens if they do not have the attachment., but overall still pretty good. **What problems is Uncat solving and how is that benefiting you?** Easier than "back and forth" emails with spreadsheets an questions. Particularly for "slow to response" clients. ### 15. Uncat is very powerful tool and very efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Lester O. | Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Uncat?** Uncat is very helpful and I like it when client can update on the site and I can categorize and add vendor or customer on the site at the same time. I love it! will recommend it **What do you dislike about Uncat?** as of now I don't see anything that need to improve to uncat and I loke how it works. it is very efficient and easy to use. there are nothing I dont like about Uncat **What problems is Uncat solving and how is that benefiting you?** Uncat solved the problem that Client and Accountant can streamline the transaction and make the life easier and efficient. The client and the accountant mutually benefit from Uncat ### 16. Collaborating with your client has never been easier! **Rating:** 5.0/5.0 stars **Reviewed by:** David R. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Get all the answers you need from your client quickly and easily, allowing you to reclass all uncategorized transactions in one shot. Accountants and clients will love Uncat! **What do you dislike about Uncat?** There isn't much to dislike about Uncat. I've had no issues with the program every time I've used it. The only thing I will say is that selecting the correct account could be a little bit more intuitive. **What problems is Uncat solving and how is that benefiting you?** Uncat solves the waiting period between communications with your clients and receiving their responses. Uncat sends out daily reminders that keep the accountants and clients updated. ### 17. Time Saver!! **Rating:** 3.5/5.0 stars **Reviewed by:** Laurie H. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Uncat?** Using UnCat is a great timesaver when it comes to sending standard expenses, asset, and income transactions that are unclear to the client for more information. **What do you dislike about Uncat?** I wish UnCat provided the option to record uncategorized entries to product/service items for those clients relying on those items to keep their books in order. **What problems is Uncat solving and how is that benefiting you?** No more lengthy spreadsheets and emails back and forth with the client. UnCat notifies the client when new transactions are available for review and provides easy access for updating those transactions as needed. ### 18. I love Uncat **Rating:** 5.0/5.0 stars **Reviewed by:** Adam N. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Uncat?** Super easy to use, and smooth operating from start to finish. The userface is smart, and intuitive. The admin end of things are also smart and intuitive. Will recommend this service to everyone! **What do you dislike about Uncat?** Can't say much on the dislike side of things, i genuinely love using this service **What problems is Uncat solving and how is that benefiting you?** Streamlining the expense reporting, and auditing ways of our business ### 19. Not only does our team love Uncat, our clients do too! **Rating:** 5.0/5.0 stars **Reviewed by:** Nely O. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Uncat?** Automatic email reminders are sent to our clients to notify them there are uncategorized transactions to review. **What do you dislike about Uncat?** Some clients require the owner and their staff to make comments on transactions. Our team had to find a workaround for the email settings as we can't set up two admins. **What problems is Uncat solving and how is that benefiting you?** Our team no longer has to email spreadsheets to the majority of our clients, nor follow up with them. Uncat pushes the initial notification and reminders for you. ### 20. The perfect solution for uncategorized transaction data needed from the clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael A. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Uncat?** UnCat simplifies a major bottleneck we experience with our clients - specifically with uncategorized items, expenses lacking Vendors, and (when necessary) the choice of "Class" for a given transaction **What do you dislike about Uncat?** The least helpful thing about UnCat is how long it took me to find out that the product existed. **What problems is Uncat solving and how is that benefiting you?** Uncategorized Transactions. Expenses with no Vendor. Identifying the proper class for an item (when necessary). ### 21. It pulls in the data from QBO; I can request info from clients, easy to folkow **Rating:** 4.0/5.0 stars **Reviewed by:** Dafnie N. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Ease of use. Upside is the info being in one place, I can track status. Helps me follow up on open questions and requests. Much better than using email. I can stay on task. **What do you dislike about Uncat?** As much as I liked it myself as an accountant, sometimes to is hard to get clients to use the system. It's almost like another barrier to getting answers. If a client can send an email to respond as an alternative than that works. **What problems is Uncat solving and how is that benefiting you?** If is helping finish my work. I don't run the company or make purchases do sometimes I don't know where to categorize transactions. This helps me get clarification. ### 22. Very useful in connecting with the client. **Rating:** 4.0/5.0 stars **Reviewed by:** Sachin K. | Associate Bokkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2022 **What do you like best about Uncat?** The client is fully aware of what needs to be done in order to complete their side of the work. Once we receive confirmation, It is already synced with QBO so there's nothing more to do than to hit approve. **What do you dislike about Uncat?** How the name for vendor and tax selection window is hidden. **What problems is Uncat solving and how is that benefiting you?** Solving the problem of explaining to the client what we need. ### 23. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Michele H. | Owner/CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2022 **What do you like best about Uncat?** No more emails back and forth. Streamlines the process of obtaining answers to transctions from your clients. Saves so much time which has allowed me to take on new clients or enjoy free time myself!!! **What do you dislike about Uncat?** The integration with Xero is very poor right now. So it's limiting who I can use with Uncat. **What problems is Uncat solving and how is that benefiting you?** No more emails going back in forth and excel spreadsheets to save. Descriptions provided by clients are saved directly in QBO. So much time saved. ### 24. A cool tool though not a great fit for our business. **Rating:** 3.0/5.0 stars **Reviewed by:** Gavin T. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Uncat?** Being able to quickly request clarification from clients for transactions is a great tool to have at your disposal. Similarly, being able to add vendor, class, etc to already categorized transactions helps clean up the books. **What do you dislike about Uncat?** The software functions well for its intended purpose, only downside is that function is not a large necessity with our current client base. **What problems is Uncat solving and how is that benefiting you?** Needing to get clarity from clients when the nature of a transaction is not readily apparent from the details available on the bank statement. ### 25. So easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** My clients love that that can easily see which transaction that need to give me information about and there’s no login, just use the magic link from any device. I love how easy it is to the client settings are. Takes very little time to setup new clients. **What do you dislike about Uncat?** No downside that I've seen in the last few months I've been using it. **What problems is Uncat solving and how is that benefiting you?** Communication, time, and record keeping. So much less time writing emails and the description and receipts transfers over to QBO so I have a record of their responses. ### 26. Great product at a great price!! **Rating:** 5.0/5.0 stars **Reviewed by:** Sherry E. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Uncat allows my clients to communicate with me, without me having to do anything! **What do you dislike about Uncat?** Nothing that I can think of at the moment. It does what it is meant to do. **What problems is Uncat solving and how is that benefiting you?** I don't have extra work to export uncategorized transactions to email to my clients. So much of a time saver! ### 27. Great tool for bookkeeping! **Rating:** 4.5/5.0 stars **Reviewed by:** Dexter B. | Senior Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2022 **What do you like best about Uncat?** Uncat is so easy to use. We've been utilizing this app for almost a year now and find it efficient and effective. It makes categorization easy and collaboration with client seamless! I highly recommend this application! **What do you dislike about Uncat?** There isn't anything I dislike in particular. **What problems is Uncat solving and how is that benefiting you?** Uncat makes categorization of transactions easy and seamless. ### 28. My clients love the experience of the Magic Link **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Uncat?** Uncat is just simple to use. Period. Buh-bye spreadsheet (just for this, though, I still need you). **What do you dislike about Uncat?** I wish Uncat synced with Xero better! Otherwise, I love the simplicity. **What problems is Uncat solving and how is that benefiting you?** Uncat makes the interaction between my clients and their accounting SO much easier. And automated. Boom. Done. ### 29. Save Time and Money with Uncat **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa Z. | Client Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Our team members and our clients love the ease and accuracy of using Uncat **What do you dislike about Uncat?** There is nothing to dislike. Uncat is always adding new features from our suggestions **What problems is Uncat solving and how is that benefiting you?** As advertised, No More Spreadsheets and emails. This saves us and our clients time and money ### 30. Amazing Time/Headache Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Our clients love not getting those annoying spreadsheets anymore. Easily getting what's needed and answering back to us. LOVE IT!! **What do you dislike about Uncat?** Really nothing, I would love to see when the COA can be updated in Uncat and sync to Xero, but it is fine now. **What problems is Uncat solving and how is that benefiting you?** It is saving a ton of time not having to transfer items in question to a spreadsheet and then sending to the client. That was such a huge headache for all involved. ### 31. Communication time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Uncat?** Amazing that it syncs all the uncategorized items for the client to review without sending spreadsheets back and forth, with the risk of losing them or having them not up to date. Also love the ability for a senior team member to monitor how many uncat items are in each client. **What do you dislike about Uncat?** Magic link security I'm still unsure of... **What problems is Uncat solving and how is that benefiting you?** Monitoring the data we're waiting on clients for across the team ### 32. Very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Taryn P. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Uncat?** So easy finding out what uncategorized transactions are for by using uncat. You don't have unanswered emails to clients. **What do you dislike about Uncat?** I don't have any dislikes. It is easy to use. **What problems is Uncat solving and how is that benefiting you?** Easing the communication with clients over uncategorized transactions. ### 33. Uncat is user friendly, quick and efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Cassie E. | Accounting Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2022 **What do you like best about Uncat?** It's an easy way to get answers from clients on uncategorized transactions and syncs directly back to QuickBooks. **What do you dislike about Uncat?** I haven't found any downsides to uncat yet! **What problems is Uncat solving and how is that benefiting you?** Uncat solves the issue of an abundance of uncategorized transactions building up and having to email the client with a spreadsheet and the going back in to QuickBooks to update the transactions. Uncat makes it a quick and easy task. ### 34. Loving the efficiency of using Uncat! **Rating:** 4.0/5.0 stars **Reviewed by:** Holly Z. | Bookkeeping professional, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2022 **What do you like best about Uncat?** That you can easily send the clients a Magic link so they don't have to create a login! **What do you dislike about Uncat?** I wish we didn't have to categorize in categorized transactions to an account like "uncategorized expenses" that we need to ask clients about (makes more work on the backend to undo these in QuickBooks later). **What problems is Uncat solving and how is that benefiting you?** Clarifying transactions and receiving documents from clients ### 35. good product **Rating:** 5.0/5.0 stars **Reviewed by:** ben s. | Mail Carrier, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Uncat?** Great program easy to use once trained, runs well on computers **What do you dislike about Uncat?** expensive program does tkae some training **What problems is Uncat solving and how is that benefiting you?** makes transactions for customers easier to do and faster to meet their needs ### 36. Uncat is user friendly & the integration is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Trish K. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Uncat saves so much time. I love that it allows our customers to pick the vendor. **What do you dislike about Uncat?** Everything works very well! Our customers say it works very well and easy to use! **What problems is Uncat solving and how is that benefiting you?** Uncat definitely speeds up processing and has been very beneficial. ### 37. Uncat **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Uncat?** Easier to communicate with clients and resolve issues. **What do you dislike about Uncat?** Nothing at all. Clients sometimes prefer to provide feedback through emails. **What problems is Uncat solving and how is that benefiting you?** Items we need to know more about the b=nature of transactions to properly categorize. ### 38. Uncat helps to streamline our processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Uncat?** I love that Uncat helps us look more professional to our clients. I also really like the ability for the client notes to get synced into QBO. **What do you dislike about Uncat?** Uncat can be slow to load sometimes and we experience lots of glitches. **What problems is Uncat solving and how is that benefiting you?** Uncat helps clients to easily access their Uncategorized transactions and leave notes for us on where to code them. ### 39. Simple solution to a common headache! **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin F. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2020 **What do you like best about Uncat?** Like most accountants, I find myself sending a spreadsheet full of questions to my clients at the end of each period. Waiting for these responses typically creates a bottleneck every month. With Uncat, I'm able to get those answers in real time rather than being forced to wait for a client to track down the answers days or weeks after EOM. **What do you dislike about Uncat?** Since using Uncat changed my workflow, I had to spend a little time getting each client to adapt to the new system. It was never hard to onboard anyone, it was just a small step that had to be addressed before I really gained the efficiency I was looking for. All smooth sailing after month one! **What problems is Uncat solving and how is that benefiting you?** I no longer have to pass the spreadsheet back and forth at the end of month. I can now close out the month without a back and forth. Before I could do about 90% then I'd always be stuck waiting on that last 10% of information. ### 40. Categorizing made easy ! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Uncat?** Efficiency is vital when utilizing applications. **What do you dislike about Uncat?** Uncat has a great interface for users and great accessibility. **What problems is Uncat solving and how is that benefiting you?** Uncat makes categorizing and QBO synchronizing easy. We are able to add attachments and better descriptions in a snap. ### 41. Uncategorized Expenses - a MUCH better way! **Rating:** 4.0/5.0 stars **Reviewed by:** Alicia G. | Director of Systems, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2020 **What do you like best about Uncat?** I like that instead of emailing, texting, or sending a spreadsheet to my client each month with a list of expenses I need help categorizing, instead, I can just code them to Uncategorized Expenses in my general ledger in Quickbooks Online, and then Uncat automatically creates an interactive dashboard for my client to add attachments, notes, and even get their co-workers involved in the process! It's easy for the client to know when they have "completed" something, and I'm able to double check it's categorization on the back end. It's a win-win for everyone! **What do you dislike about Uncat?** The only downside is that from the client's perspective, it's one more software they have to interact with, so there's a small learning curve at the beginning to walk them through how to use it correctly (BUT - Uncat has done a really great job of providing resources, like manuals and video walkthroughs, so that makes it pretty smooth!). **Recommendations to others considering Uncat:** If you're looking to save 30 min each month per client (based on the amount of back and forth time, copying the information/attachments to your accounting software and then reclassifying uncategorized expenses), then Uncat is definitely for you. If you have clients who are comfortable with software applications (and aren't email only type clients), Uncat is for you. My time is definitely worth more than the registration cost per client per month, so it's a no-brainer in my mind to use it. **What problems is Uncat solving and how is that benefiting you?** I used to have to chase down my clients for answers on expenses - they tell me something and then I have to email them back, "okay, now can I have an attachment for that?". This eliminates that back and forth. It also eliminates them wondering if they have a giant list of expenses waiting for them - when we have some, each week they will get the list of what's out there. Now they don't have to wait on me to send it, and I don't have to wait for them to email me back and then transfer the information to Quickbooks Online. I just go to Uncat, complete the categorization there, and Quickbooks Online is updated automatically! ### 42. This app is amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy R. | Senior Accounting and Tax Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Uncat?** Using Uncat has made it so easy for us to get information from clients about transactions for which we have questions. Clients find it super easy to use as well. **What do you dislike about Uncat?** I have absolutely nothing (yet) that I dislike about Uncat. It has solved many process issues for our firm. **What problems is Uncat solving and how is that benefiting you?** We've been sending Excel spreadsheets back and forth with transactions that need clarification and then had to take the time to make the updates in QBO based on the clients' responses. Now, when the client provides answers, we quickly and easily categorize the transaction from the Uncat dashboard, and updates sync almost instantly with QBO -- no more duplicating work! Clients love the easy interface! ### 43. An amazing tool for both our bookkeeper and admin! **Rating:** 5.0/5.0 stars **Reviewed by:** 💡 Alexander A. | Founder, CEO & Lunch Break Enforcer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2021 **What do you like best about Uncat?** I love how easy it is. With automated reminders, our bookkeeper doesn't have to chase down my team and manage excel sheets, etc. It automatically syncs with Quickbooks so it makes the whole process seamless! **What do you dislike about Uncat?** I really don't dislike anything about it. I'm excited to see what features they roll out in the future. **Recommendations to others considering Uncat:** Try it out - you'll love it. **What problems is Uncat solving and how is that benefiting you?** We are solving the problem of having uncategorized transactions at the end of the month. This holds up our bookkeepers, admin, and generally was a poor workflow before we discovered Uncat. It's been a great tool to simplify and automate this process at an extremely affordable price point. ### 44. Great product to help get your accounting books closed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2020 **What do you like best about Uncat?** Love how easy it is to use for my accountants and my clients. **What do you dislike about Uncat?** Nothing to note now. It seems like it could add a lot of features in the future. **What problems is Uncat solving and how is that benefiting you?** I can provide clear information back to my accountant with ease. - [View Uncat pricing details and edition comparison](https://www.g2.com/products/uncat/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+09%3A13%3A43+-0500&secure%5Bsession_id%5D=74d38470-1821-4825-a76d-45f7b31d2bff&secure%5Btoken%5D=62e6fab6081a12150509db75592c3cdb7ce06963e7c9b9cebc49296e976efbb8&format=llm_user) ## Uncat Integrations - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) ## Uncat Features **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks - Version Control **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Uncat Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (822 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (684 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)