Reach Uncat Zero with Uncat
Uncat Zero, keeping the number of uncategorized transactions in your accounting system to zero or as close to zero as possible, is one of the ultimate goals for accountants and bookkeepers, and Uncat is the best solution to achieve Uncat Zero.
How Uncat Works:
Uncat syncs uncategorized transactions from QuickBooks Online, QuickBooks Desktop, and Xero, automatically notifying your clients when there are transactions that require answers from them.
Your clients, through a one-click access Magic Link, will go to their Uncat dashboard and enter descriptions, upload receipts, and fill out any other information you might need from them.
Uncat then notifies you—the accountant or bookkeeper—when your clients update their transactions so you can review, edit, and categorize them in your Uncat dashboard.
Then, Uncat syncs your selections into your accounting software so you can close the books faster and free up your time and energy for productive tasks like advising your clients.
Uncat Reaches Uncat Zero:
With Uncat, you can get client answers about transactions ten times faster than using emails and spreadsheets, speeding up the process of categorization and closing the books, ultimately reaching Uncat Zero—close to zero uncategorized transactions—in your accounting software and books.
Uncat also allows you to set up a customized automatic notification system about uncategorized transactions through Uncat’s client settings. Whether daily, weekly, or monthly, your clients will be notified about their uncategorized transactions, and you’ll be notified daily (or immediately) about updates from your clients. With easy one-click access for you and your clients within these email and/or text notifications, there’s no more needlessly waiting for information on either side, as a client or accountant/bookkeeper.
