---
title: Uncat Reviews
meta_title: 'Uncat Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 44 reviews by the users' company size, role or industry to
  find out how Uncat works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 44
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# 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 &amp; 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 love the **ease of use** of Uncat, making transaction management simple and efficient during month-end close. (2 reviews)
- Users value the **effective communication** features of Uncat, simplifying client interactions directly within the app. (1 reviews)
- Users value the **easy management of uncategorized transactions** and direct client communication within Uncat. (1 reviews)
- Users find **time-saving benefits** in Uncat, simplifying uncategorized transaction categorization for efficient month-end closes. (1 reviews)

**What users dislike:**

- Users note the **limited customization options** for categorization rules, restricting their ability to tailor functionality. (1 reviews)
- Users feel the interface is outdated and want **more filtering options** in reports to enhance usability. (1 reviews)
- Users find the **poor reporting** of Uncat limiting, wishing for more filtering options and a modern interface. (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.



- [View Uncat pricing details and edition comparison](https://www.g2.com/products/uncat/reviews/uncat-review-4464630?section=pricing&secure%5Bexpires_at%5D=2026-07-20+16%3A46%3A50+-0500&secure%5Bsession_id%5D=9deb6216-1fbf-44c1-9289-651aa75d4729&secure%5Btoken%5D=1ce6b95ab4418b7eb76002636ffb1dcd7fa3221324790736d9079d4e25585062&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 (889 reviews)
  - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (709 reviews)
  - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)

