Understanding Uncat Integrations
Estimated Reading Time: 5 minutes
Accounting and bookkeeping professionals have loads to juggle on their plates—from chasing uncategorized transactions, performing month-end and year-end close procedures, onboarding new clients, preparing and maintaining financial reports, or managing taxes.
They offer an assemblage of services to match the demands of their clients.
So, as an accountant and bookkeeper, when approaching a new application or software to add to your tech stack, it can be overwhelming to try and figure out how an application could actually benefit you and your firm—short term and long term—amidst all of your other tasks and obligations.
To remedy this issue, we’re here to illustrate how Uncat integrates effortlessly into your most common tech stack applications and how Uncat can save time and add value to your business.
Before diving in…
The applications listed are only a few of the most popular integrations we’ve seen with Uncat. However, that doesn’t mean there aren’t others you can use as well. Remember to always conduct your own research to see what works best for you and your firm/business. Regardless of which stage your business is in or how your firm operates, we think you will find inspiration and guidance from this roundup.
Popular Uncat integrations
First-party integrations
Uncat syncs with the following first-party integrations by notifying your clients about uncategorized transactions that require their attention and information, collecting those updates, and informing you so you can categorize the transactions and sync the updates to your accounting software.
QuickBooks Online (QBO)
QBO is a cloud-based accounting tool used by many businesses.
QBO offers some reporting and analytics capabilities, but you can always supplement them with additional reporting and analytics applications (see “Reporting and Analytics Apps” below).
Xero
A general ledger software that works well for small to medium businesses (SMBs), accountants, and bookkeepers.
Xero also offers some practice management tools.
QuickBooks Desktop (QBD)
QBD is not in the cloud, so there are risks of losing information from your client’s books if an accident occurs.
However, QBD is still a respected, traditional general ledger software.
If you’re interested in suggesting a new integration for Uncat, visit our Request a Feature page and create a new request or upvote a suggestion.
Practice management and workflow apps
Practice management and workflow applications assist you in task and project management, workflow automation, and communicating and collaborating with your team and clients.
Uncat works well with these applications because you and your clients can easily log in to Uncat using a Magic Link. No passwords or login information are necessary, and you don’t have to worry about downloading any software. By copying and pasting the Magic Link for a client into your PM and Workflow software, you and your client have one-click access to Uncat. This one-click access authorizes clients to easily and quickly update their uncategorized transactions.
Aero Workflow
A cloud-based management application “best for small to medium sized accounting firms” (Capterra).
Canopy
“The #1 Practice Management Software for Accounting and Tax Firms” (Canopy).
Financial Cents
A practice management software with 3 main solutions: Workflow Management, Client CRM, and Financial Reporting.
IRIS Star Practice Management
A go-to resource for “medium and large accounting firms across the globe and over one-third of the top 100 CPA firms” (IRIS Global).
Jetpack Workflow
Helpful for firms of all sizes and “customized to the needs of your company—down to the letter” (Capterra).
Karbon
Delivers “practice management with collaboration at its core” (Karbon).
Liscio
A secure messaging platform for “small to medium-sized accounting businesses” to collectively communicate, collaborate, and manage tasks (GetApp).
Practice Ignition
Oriented to allow you to “focus on what matters most—your clients” (IgnitionApp).
Expense tracking apps
Expense tracking applications enable your clients to send receipts to your accounting software via email or mobile app. They can keep clients on track to get you what you need for categorizing transactions, reconciliations, month-end close, and tax preparation.
However, if simply having receipts eased the burden of categorizing transactions, the accounting and bookkeeping industry would run much more smoothly. This is where Uncat shines. Uncat collects additional, necessary information about uncategorized expenses from your clients so you have the clarity to help track and organize expenses.
⭐️ Resource: Exploring Uncategorized Expense Management ⭐️
AutoEntry
An automated data entry app “designed for small to midsize businesses” (Capterra).
Dext
Accounting software with a “99% accurate data extraction” rate (Dext).
Expensify
Automated expense management software useful for businesses of all sizes, shapes, and levels (GetApp).
Hubdoc
Cloud data capture and automation app that integrates well with Xero
Shoeboxed
Designed to help “sole proprietors and small businesses scan and categorize their business expense receipts” (GetApp).
Tallie
“The quickest path from receipt to balance sheet” (Tallie).
Reporting and analytics apps
Reporting and analytics applications assist with analyzing data, creating reports, and counseling your clients to make informed decisions. Uncat alleviates the wrench of uncategorized transactions in reporting by retrieving additional information about uncategorized transactions from your clients, so you produce accurate, meaningful reports. In this way, Uncat works smoothly with Reporting and Analytics Apps. QBO comes with some reporting and analytics capabilities as well.
Fathom
Easy to use, even without a financial background (Fathom).
LivePlan
“The #1 rated business planning and management software” to help small businesses and entrepreneurs analyze data to track performance (Capterra).
MoreReporting
Integrates well with QuickBooks and provides analysis services in addition to reports to produce actionable insights (QuickBooks).
Qvinci
Financial consolidation app that consolidates all workbooks into one interface for franchisors/franchisees, accountants, and bookkeepers (G2).
Reach Reporting
“The only report solution built with a spreadsheet back-office” (ReachReporting).
Syft
A user-friendly resource for small to midsize businesses (GetApp).
Conclusion
We hope this resource helps you understand how Uncat can integrate into your business and ease at some of the burdens plaguing with the accounting industry.
If you’re ready to see in action how Uncat can specifically help you and your firm, book a demo or sign up for a free 14-day trial today!
Or, if you’re still curious about other tech resources for your firm or if you need to augment your tech stack, check out our “Build the Best Accounting Firm Tech Stack for your Business” blog post for an all-encompassing guide on the different features that make up tech stacks for accounting firms.