Uncat Pros and Cons

Get all the answers you need from your client quickly and easily, allowing you to reclass all uncategorized transactions in one shot. Accountants and clients will love Uncat! Review collected by and hosted on G2.com.

There isn't much to dislike about Uncat. I've had no issues with the program every time I've used it. The only thing I will say is that selecting the correct account could be a little bit more intuitive. Review collected by and hosted on G2.com.

Using UnCat is a great timesaver when it comes to sending standard expenses, asset, and income transactions that are unclear to the client for more information. Review collected by and hosted on G2.com.

I wish UnCat provided the option to record uncategorized entries to product/service items for those clients relying on those items to keep their books in order. Review collected by and hosted on G2.com.

Super easy to use, and smooth operating from start to finish. The userface is smart, and intuitive. The admin end of things are also smart and intuitive. Will recommend this service to everyone! Review collected by and hosted on G2.com.

Can't say much on the dislike side of things, i genuinely love using this service Review collected by and hosted on G2.com.

Automatic email reminders are sent to our clients to notify them there are uncategorized transactions to review. Review collected by and hosted on G2.com.

Some clients require the owner and their staff to make comments on transactions. Our team had to find a workaround for the email settings as we can't set up two admins. Review collected by and hosted on G2.com.

UnCat simplifies a major bottleneck we experience with our clients - specifically with uncategorized items, expenses lacking Vendors, and (when necessary) the choice of "Class" for a given transaction Review collected by and hosted on G2.com.

The least helpful thing about UnCat is how long it took me to find out that the product existed. Review collected by and hosted on G2.com.

Ease of use. Upside is the info being in one place, I can track status. Helps me follow up on open questions and requests. Much better than using email. I can stay on task. Review collected by and hosted on G2.com.

As much as I liked it myself as an accountant, sometimes to is hard to get clients to use the system. It's almost like another barrier to getting answers. If a client can send an email to respond as an alternative than that works. Review collected by and hosted on G2.com.

The client is fully aware of what needs to be done in order to complete their side of the work. Once we receive confirmation, It is already synced with QBO so there's nothing more to do than to hit approve. Review collected by and hosted on G2.com.

How the name for vendor and tax selection window is hidden. Review collected by and hosted on G2.com.

No more emails back and forth. Streamlines the process of obtaining answers to transctions from your clients. Saves so much time which has allowed me to take on new clients or enjoy free time myself!!! Review collected by and hosted on G2.com.

The integration with Xero is very poor right now. So it's limiting who I can use with Uncat. Review collected by and hosted on G2.com.

Being able to quickly request clarification from clients for transactions is a great tool to have at your disposal. Similarly, being able to add vendor, class, etc to already categorized transactions helps clean up the books. Review collected by and hosted on G2.com.

The software functions well for its intended purpose, only downside is that function is not a large necessity with our current client base. Review collected by and hosted on G2.com.

My clients love that that can easily see which transaction that need to give me information about and there’s no login, just use the magic link from any device. I love how easy it is to the client settings are. Takes very little time to setup new clients. Review collected by and hosted on G2.com.

No downside that I've seen in the last few months I've been using it. Review collected by and hosted on G2.com.