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Uncat Reviews & Product Details

Uncat Overview

What is Uncat?

Fix Uncategorized Transactions & 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://youtu.be/vUwCXUOIuZ4 Full demo of Uncat: https://www.uncat.com/tutorial-jason

Uncat Details
Discussions
Uncat Community
Languages Supported
English
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Product Description

Uncat syncs with QuickBooks Online and helps bookkeepers, accountants, and clients to fix uncategorized expenses.


Seller Details
Seller
Uncat
Year Founded
2019
HQ Location
Knoxville, TN
Twitter
@uncatexpense
556 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®

Brandon B.
BB
Overview Provided by:

Recent Uncat Reviews

Trish K.
TK
Trish K.Small-Business (50 or fewer emp.)
5.0 out of 5
"Uncat is user friendly & the integration is great!"
Uncat saves so much time. I love that it allows our customers to pick the vendor.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Helps smart work and is very helpful!"
Hassel free. Can work like a pro. I love it!
KP
Kayla P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Game-changing app"
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...
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Uncat Media

Uncat Demo - Categorize
Categorize in Uncat and sync to QuickBooks Online, Xero, or QuickBooks Desktop.
Uncat Demo - Sync
Choose which accounts to sync with Uncat from QuickBooks Online, Xero, or QuickBooks Desktop.
Uncat Demo - Magic Link
Every user gets a Magic Link for 1-click access to Uncat.
Uncat Demo - Notify
Automatically notify your clients about transactions that need their descriptions and receipts.
Uncat Demo - Customize
Customize Uncat for every client.
Uncat Demo - Assign Clients
Assign clients to your coworkers with permissions controls.
Answer a few questions to help the Uncat community
Have you used Uncat before?
Yes

Video Reviews

39 Uncat Reviews

4.7 out of 5
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39 Uncat Reviews
4.7 out of 5
39 Uncat Reviews
4.7 out of 5

Uncat Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
This product has not yet received any negative sentiments.

Overall Review Sentiment for UncatQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
KP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Uncat?

I literally can't think of anything. It completes its goal that well. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Uncat?

Hassel free. Can work like a pro. I love it! Review collected by and hosted on G2.com.

What do you dislike about Uncat?

Not applicablle. I love all the features. Review collected by and hosted on G2.com.

What problems is Uncat solving and how is that benefiting you?

Error free accounting and proper challen of communication with the client. Review collected by and hosted on G2.com.

Tony B.
TB
Director of Accounting Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Bob H.
BH
bookkeeper
Accounting
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

What problems is Uncat solving and how is that benefiting you?

Receiving timely reports and updates from my clients coding for the month Review collected by and hosted on G2.com.

Russell B.
RB
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Debbie B.
DB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Uncat?

What I like most is the ease of use and the fast upload of the transactions. Review collected by and hosted on G2.com.

What do you dislike about Uncat?

I have not found anything that I dislike about Uncat at this time Review collected by and hosted on G2.com.

What problems is Uncat solving and how is that benefiting you?

Uncat eliminates the need to email clients with an excel spreadsheet. Review collected by and hosted on G2.com.

Alison G.
AG
Business owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Uncat?

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.

What do you dislike about Uncat?

I'm not sure I like how split transactions work, but I hope that will improve. Review collected by and hosted on G2.com.

What problems is Uncat solving and how is that benefiting you?

Uncat is helping me communicate better with my clients. I don't have to write a formal email requesting their help - I just let Uncat send them a notification to check their dashboard. Review collected by and hosted on G2.com.

Alexandra K.
AK
President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Uncat?

Clients can easily see all of the transactions that I have questions about in one place. I no longer need to send multiple e-mails or spreadsheets. Review collected by and hosted on G2.com.

What do you dislike about Uncat?

Currently, you can't add tags to transactions from within Uncat. However, this is a feature they say they will be adding, so it's just a matter of time. I'm also waiting for them to add a feature that allows us to ask clients non-transaction questions. They say it is planned in future updates. Review collected by and hosted on G2.com.

What problems is Uncat solving and how is that benefiting you?

I no longer have to take screenshots or create spreadsheets to send to clients to ask questions about transactions. It saves time as I no longer have to write lengthy explanations or questions. Review collected by and hosted on G2.com.

GK
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Uncat?

No more spreadsheets back and forth. Easier to use and automatically updates any changes to the accounts selected in QBO.

More accessible and better than any alternative Review collected by and hosted on G2.com.

What do you dislike about Uncat?

Perhaps it can be more intuitive the platform (or have more snippets of information for clients to know what happens if they do not have the attachment., but overall still pretty good. Review collected by and hosted on G2.com.

What problems is Uncat solving and how is that benefiting you?

Easier than "back and forth" emails with spreadsheets an questions. Particularly for "slow to response" clients. Review collected by and hosted on G2.com.

Lester O.
LO
Accountant
Accounting
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Uncat?

Uncat is very helpful and I like it when client can update on the site and I can categorize and add vendor or customer on the site at the same time. I love it! will recommend it Review collected by and hosted on G2.com.

What do you dislike about Uncat?

as of now I don't see anything that need to improve to uncat and I loke how it works. it is very efficient and easy to use. there are nothing I dont like about Uncat Review collected by and hosted on G2.com.

What problems is Uncat solving and how is that benefiting you?

Uncat solved the problem that Client and Accountant can streamline the transaction and make the life easier and efficient. The client and the accountant mutually benefit from Uncat Review collected by and hosted on G2.com.