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Uncat helps accounting professionals fix uncategorized expenses.
No more spreadsheets! Your clients enter notes and receipts. You categorize expenses. Uncat syncs to QuickBooks Online.
Uncat is highly rated by accountants and bookkeepers, and, most importantly, by their clients.
Customer Reviews
Alicia G.
Advanced user of UncatI 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!
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!).
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.
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!
