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! Review collected by and hosted on G2.com.
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!). Review collected by and hosted on G2.com.
