Solve your end-of-month bookkeeping with Uncat
What are your end-of-month challenges?
Exporting uncategorized transactions every month and re-exporting when there are changes
Getting information back from clients about the uncategorized transactions (e.g. expenses from Amazon, deposits form Venmo, owner’s draw, journal entries, etc.)
Reminding clients again and again that you need the information in order to close the books, file taxes, avoid or respond to audits, and build accurate reports and budgets
Copy-pasting client responses into transactions in QuickBooks Online or QuickBooks Desktop or Xero
Uncat automates the end-of-month workflow by 1) syncing uncategorized transactions from QuickBooks Online into Uncat, 2) notifying your clients so they can respond 10x faster than a spreadsheet, 3) notifying you so that you can then categorize the transactions in Uncat, and 4) syncing your changes into QuickBooks Online so that you reach what we like to call Uncat Zero (like Inbox Zero, but for uncategorized transactions).
