Uncat
44 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2019
Uncat Reviews
AG
Alison G.
A nice way to get a client response
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.
TB
Tony B.
Great with helping efficiency
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.
DN
Dafnie N.
Accounting ProfessionalIt pulls in the data from QBO; I can request info from clients, easy to folkow
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.
About
What is Uncat?
Uncat is a software tool designed to help businesses manage and organize uncategorized transactions within accounting platforms. By connecting with popular accounting software like QuickBooks and Xero, Uncat allows users to categorize pending transactions more efficiently. It streamlines the workflow between accountants and their clients, facilitating communication regarding transaction details directly within the platform. This helps ensure that all financial records are accurate and up-to-date, minimizing errors and saving time for both accountants and business owners.
Details
Year Founded
2019
Website
www.uncat.com