Feature Announcement: Smarter Recurring Requests & Email Receipt Extraction—Now Live!

Managing client requests and receipts just got a whole lot easier! Our latest update gives you more control, better visibility, and new automation to streamline your workflow.

What’s New?

1. Smarter Recurring Requests

Now, managing recurring requests across clients is effortless. With these new features, you can:

• Edit recurring schedules across all clients in one place.

• View all upcoming requests in a calendar format for better planning.

• Modify or remove specific upcoming requests directly from the calendar.

• Restrict clients from sending their own requests—giving firms full control.

2. Receipts from Email Body Extraction

No attachment? No problem! Uncat now detects and extracts receipts from the email body, making it easier to organize and track expenses.

Why This Matters

• Save time by automating and organizing recurring requests.

• Increase efficiency with a calendar view of all scheduled requests.

• Ensure accuracy by capturing receipts directly from emails—without attachments.