Uncat

The easy way to fix uncategorized transactions.

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Overview

Uncat is a specialized software application that helps accounting professionals clean up uncategorized expenses and deposits in QuickBooks Online and Xero. It syncs with the accounting software, pulls uncategorized transactions into a simple dashboard, and automatically notifies clients to provide descriptions and receipts. This streamlines a common bookkeeping bottleneck.

✨ Key Features

  • Syncs with QuickBooks Online & Xero
  • Automatically identifies uncategorized transactions
  • Client dashboard to add descriptions & receipts
  • Automated client notifications
  • Updates sync back to accounting software

🎯 Key Differentiators

  • Singular focus on solving the uncategorized transaction problem
  • Extreme simplicity for both the accountant and the client
  • Direct sync with QBO/Xero

Unique Value: Stop chasing clients for information about uncategorized transactions and get the answers you need quickly and easily.

🎯 Use Cases (3)

Resolving uncategorized client transactions Streamlining the month-end close process Collecting information and receipts from clients efficiently

✅ Best For

  • Bookkeepers
  • Accountants
  • CPA firms

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Businesses that do not use QuickBooks Online or Xero
  • Firms that do not have issues with uncategorized transactions

🏆 Alternatives

Spreadsheets Email Client-facing features within larger practice management tools

Uncat is purpose-built for one specific, painful task. While other platforms may have features to ask clients questions, Uncat's entire workflow is optimized for resolving uncategorized transactions, making it faster and simpler than using a less specialized tool.

💻 Platforms

Web

🔌 Integrations

QuickBooks Online Xero

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat

🔒 Compliance & Security

✓ GDPR

💰 Pricing

$5.00/mo

✓ 14-day free trial

Free tier: N/A

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