Uncat

Score9 out of 10

2 Reviews and Ratings

What is Uncat?

Uncat is a software solution designed to assist accountants and bookkeepers in categorizing transactions and organizing uncategorized records. It is marketed as a tool suitable for professionals of all sizes, ranging from solo practitioners to large firms. According to the vendor, Uncat can be utilized by accountants, bookkeepers, accounting firms, bookkeeping services, and financial consultants across various industries to enhance workflow efficiency and improve client communication.

Categories & Use Cases

Data Management

Verified User

Executive in Corporate (1-10 employees)

Use Cases and Deployment Scope

I use Uncat to get transaction level detail from my clients. I've also started using it for documentation requests. It save time by avoiding emails and/or spreadsheets to obtain the information. It sends automatic reminders to my clients letting them know there are items I need information for and I get notifications once they've responded.

Pros

Obtaining transactions specific information from clients
Receiving documentation from clients
Syncing with QuickBooks Online

Cons

Some of the bulk update features seem a little clunky to me

Return on Investment

It saves time drafting emails to clients with long lists of questions
It allows clients to provide answers quicker which keeps my workflow moving