It makes it easy to manage uncategorized transactions and communicate with clients directly inside the app. Review collected by and hosted on G2.com.
The interface could be a bit more modern, and reports could have more filtering options. Review collected by and hosted on G2.com.
"Uncat simplifies uncategorized transactions with an intuitive and clean interface, saving a lot of time during bookkeeping Review collected by and hosted on G2.com.
Sometimes the interface feels too minimal — a few more filtering or tagging features would improve usability. Review collected by and hosted on G2.com.
It makes categorizing uncategorized transactions quick and intuitive, saving time during month-end close Review collected by and hosted on G2.com.
Limited customization options for categorization rules Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I literally can't think of anything. It completes its goal that well. Review collected by and hosted on G2.com.
Hassel free. Can work like a pro. I love it! Review collected by and hosted on G2.com.
Not applicablle. I love all the features. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
The plain language that Uncat uses makes it easier to communicate with my clients who are not well-rehearsed with accounting terminology Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I don't really have any dislikes about Uncat. It is a useful, inexpensive tool and does what it is supposed to do. Review collected by and hosted on G2.com.
What I like most is the ease of use and the fast upload of the transactions. Review collected by and hosted on G2.com.
I have not found anything that I dislike about Uncat at this time Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I'm not sure I like how split transactions work, but I hope that will improve. Review collected by and hosted on G2.com.
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