WELCOME TO UNCAT
Built by accountants and bookkeepers, Uncat makes it easy to clean up uncategorized transactions with your clients.
We got tired of exporting spreadsheets every month, chasing clients for information, and manually copy-pasting client responses into our accounting software. That’s why we built Uncat and packed it with features to save you time and make life easier for your clients.
STOP HERDING CATS
Get started with Uncat in 3 easy steps.
Start a Free Trial
Start a free 7-day trial of Uncat and connect securely to QuickBooks Online, Xero, or QuickBooks Desktop. Invite your clients and coworkers,.
2. Clients get a Magic Link
Uncat automatically notifies your clients if there are new uncategorized transactions. Clients simply click a Magic Link to add descriptions and attachments.
3. Categorize and Sync
Categorize transactions for all your clients on a single dashboard. Select vendors, classes, locations, and more, and sync with your accounting software.
“I love getting spreadsheets of uncategorized transactions from my accountant.” – said no client ever.
See how Uncat can make every month better for you and your clients:
WHERE THE MAGIC HAPPENS
Delight your clients with a Magic Link and automatic notifications.
Goodbye email threads. Hello simplicity. Uncat automatically notifies your clients by email and/or text message if there are new uncategorized transactions. Your clients will simply click a Magic Link in the notification to add descriptions and attachments from their computer, tablet, or phone. They don’t need to download an app or even remember a password. Purrfect! Uncat is easy to use for any client.
ONE DASHBOARD TO RULE THEM ALL
Update transactions across all your clients from one screen.
Resolve uncategorized transactions for all your clients. Choose a class, location, and tax rate for any transaction. Mark as billable. Upload and view attachments. Bulk categorize. Plus, you can create new vendors, customers, and accounts. Everything syncs with QuickBooks Online, Xero, and QuickBooks Desktop.
POWERFUL SETTINGS TO MATCH YOUR WORKFLOW
Customize sync settings and notifications for any client.
You can customize Uncat for any client. Choose which accounts to sync, and when to notify clients about transactions. Invite unlimited client users and assign payment accounts. Require clients to fill out specific fields, and optionally allow clients to categorize transactions, choose classes, create vendors and customers, and more.
build loyalty for your brand
Showcase your firm throughout Uncat.
We’re here to make your firm look good in front of your clients. Upload your logo, enter your name, and select your color to put your brand on every page of Uncat.
THE PRICE IS RIGHT
Just $9/client/month
