Uncat Integrates with LivePlan
Curate information quickly about your client’s uncategorized transactions through Uncat to create meaningful reports in LivePlan
About LivePlan
LivePlan is a financial reporting and analytics tool made to simplify business planning, helping over 1 million small business customers. LivePlan’s automated financial reporting and built-in formulas ensure accuracy in your reports, helping you and your clients make the best-informed decisions backed by data. LivePlan’s dashboards sync with your accounting software, pulling actual accounting data as the foundation of your projections, budgets, and performance compared to your plan. LivePlan’s template business plans and step-by-step instructions for creating business plans, in addition to LivePlan’s reporting abilities, ensure any aspect of your small business can succeed.
Benefits of Uncat’s Integration with LivePlan
Working in the accounting industry, you often need reporting and analytics applications to analyze your client’s data, design reports, and advise your clients to help them make informed financial decisions. However, uncategorized transactions severely disable your reporting and analytic abilities. Uncat is a great integration with LivePlan because Uncat gathers information from your clients about their uncategorized transactions, so LivePlan can generate accurate reports for you to use to advise your client.
