Introducing Uncat Receipts: Effortless Expense Tracking
Say goodbye to piles of receipts and endless data entry! We're thrilled to introduce Uncat Receipts, a new module that transforms receipt management into a seamless, automated process. With the power to submit receipts via web, email, or even text message, Uncat Receipts matches transactions, simplifies approvals, and gives you back precious time.
How Uncat Receipts Works: Streamlining Your Financial Workflow
Submit Your Receipts: With Uncat Receipts, your clients won’t dread sending you their transaction details. They can easily snap a photo of a receipt, forward an email, or send a quick text. The moment they text us, they receive an immediate reply with a magic link. Just one click on this link, and they're logged in to add any extra details—no app downloads, no passwords to remember.
Web Upload: Directly through our intuitive web platform.
Email Submission: Via a dedicated address, where attachments get processed automatically.
Text Message Integration: They text, we reply instantly with a magic link for one-click login.
Smart Matching Technology: Once receipts are submitted, our intelligent matching technology swings into action, seamlessly linking your receipts with corresponding transactions in your accounting software:
Automated Extraction: Uncat Receipts automatically extracts key details from your receipts, such as date, amount, vendor information, line items etc.
Transaction Matching: Our system scans your accounting software to find matching transactions based on the extracted details from your receipts.
Smart Suggestions: In cases where a direct match isn't found, Uncat Receipts provides intelligent suggestions for potential matches, ensuring accuracy and completeness in your financial records.
Voilà! Effortless Financial Management: Before finalizing the matching process, you have the opportunity to review and confirm the matched transactions, giving you full control and peace of mind over your financial data.
With Uncat Receipts, the days of manual data entry and tedious receipt management are over. Streamlined workflows, accurate records, and more time for what truly matters in your business.
Why Uncat Receipts is the Choice for Accountants and Their Clients:
Cost-Effective: We understand the importance of cost. Uncat is not only priced competitively at $5/month per client, but it also offers unparalleled value by simplifying receipt management across the board. Plus, there's no need to pay extra for Uncat Receipts; it's already included in the Uncat subscription, ensuring you get full access without additional fees.
Simplicity for Clients: Designed with your clients in mind, our platform makes it incredibly easy for them to submit receipts without complicating their lives.
Save Time: Dramatically cut down on the time spent sorting and entering receipts into QuickBooks.
Improve Record Keeping: Keep your financial records accurate and up-to-date with less effort, supporting compliance and informed decision-making.
Streamline Approvals: With all receipts and transactions matched in one place, approvals are just a click away.
Secure and Reliable: Trust in a platform that prioritizes the security of your financial data.
Works Like a Pocket-Size Scanner
Uncat Receipts acts like a pocket-size scanner, but smarter. It’s designed for today's fast-paced world where ease and efficiency are paramount—not just for you, but for your clients too. They snap, text, or email, and we handle the rest, making it seamless for them to contribute to the bookkeeping process without hassle.
Connect with Your Accounting Software
Uncat Receipts effortlessly links up with all the major accounting platforms. Once you've connected your software to Uncat, watch as your data seamlessly syncs, with transactions instantly matched for smoother automated accounting workflows.
Export your expense reports with ease, choosing between convenient CSV or PDF formats, or opt for automatic email delivery. And with our unique 'Image Sharing' feature, sharing your data and reports is as simple as a click.
Ready to cut down on manual tasks and focus on what truly matters in your business? Uncat Receipts is here to make that happen, offering a cost-effective, simple solution for you and an even simpler process for your clients. Join us in making receipt management effortless.
