Make it easy for your clients to explain uncategorized transactions and upload receipts.
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Highlights
Sync to and from QuickBooks Online, QuickBooks Desktop, and Xero so you can close the books on time every time.
Get unlimited accountant and client users, unlimited transactions, unlimited client requests, and unlimited receipt matching.
Trusted by thousands of firms and their clients.
$9/month/client
OR
Uncat is purrr-fect for your firm
Every bookkeeping system (including AI) encounters transactions where it lacks enough context to confidently categorize. Guessing isn’t a winning workflow. The better way is to use Uncat to automatically ask the client, collect the explanation and supporting documentation, and feed that verified information back into the ledger.
Jason Staats says, “Every Accounting Firm Should Be Using These 6 Apps"
#1 App – Uncat
“Stop chasing clients for uncategorized trx's. Point it to any ledger accounts (ask my accountant, uncat exp etc) and it'll follow up with your client for more detail. An explanation, a class, a receipt, whatever you need. Supports card accounts with multiple cardholders, only $9/mo.
Advanced Tip: In the ledger, set up auto-classification rules to your uncat accounts. Bank feed pulls in trxs → client gets notified → info arrives without you even opening the accounting file.”
Accountants and Bookkeepers love Uncat