Wall of love for Uncat
A
Alison G.
CEO
A very useful inexpensive tool
I love that the software can automatically send my client a weekly reminder to check the uncategorized transactions, without me having to download the data into Excel, format it and send it to my client requesting feedback.so far I have had good feedback from clients and rapid responses (after months of ignoring my emails)
I love that the software can automatically send my client a weekly reminder to check the uncategorized transactions, without me having to download the data into Excel, format it and send it to my client requesting feedback.so far I have had good feedback from clients and rapid responses (after months of ignoring my emails)
B
Becky A.
Director of Accounting
Love it
Uncat is so easy to use and clients love it and our staff loves it
E
Ellen M.
CEO
Very helpful
This is a great product to communicate with clients regarding outstanding transactions.
J
Jessica S.
Bookkeeper
I would recommend Uncat
It's very user friendly and doesn't take up too much of my valuable time.
Sarah K.
Owner
Easy to use! Simpler than email or spreadsheets!
We were having way too many back and forth emails with clients over transaction questions. Uncat solved that problem painlessly and for a great price! We are saving time each month, but our clients have an easier experience answering our questions as well.
We were having way too many back and forth emails with clients over transaction questions. Uncat solved that problem painlessly and for a great price! We are saving time each month, but our clients have an easier experience answering our questions as well.
K
Kristofer G.
Cpa
Love
It is very efficient and easy to use. WouldRecommend.
E
Ellen O.
Senior Bookkeeper
Awesome Software
Very easy to navigate for all users, clients are loving it!
A
Andrew L.
Owner
Save Time and Improve Client Interaction
The set up an implementation was very easy. There was no training required and I had my first client working with the system within an hour of signing up for the trial.
The set up an implementation was very easy. There was no training required and I had my first client working with the system within an hour of signing up for the trial.
K
Karen G.
Accounting Coordinator
A Major Convience for Clients and Bookkeeper
I like that I do not have to reach out to clients when I don't know what a transaction is. I put the transaction in uncategorized and Uncat notifies the clients, and they type in what the transaction is. It is a seamless process.
I like that I do not have to reach out to clients when I don't know what a transaction is. I put the transaction in uncategorized and Uncat notifies the clients, and they type in what the transaction is. It is a seamless process.
S
Sergio R.
BookKeeper
UnCat Review
The ability to easily navigate the software and change transaction category without navigating between two platforms.
J
Justin G.
Supervisor
Good for many miscellaneous transactions
The software help identify and put unusual transactions in correct accounts.
E
Elizabeth G.
Owner
Game Changer!
Super easy to implement, clients love it, and the price is right!
D
Danielle E.
Administration & Grants Coordinator
I have found Uncat to be extremely helpful
This is a simple streamlined process for inquiries.
W
Wendy B.
Bookkeeper
Uncat is a lifesaver.
This software saves time and helps tremendously in communicating effectively with clients.
J
Jeanette R.
Accounting Specialist
Great Platform!
I love how easy Uncat is to use. It makes it seamless to connect with clients and allow them to categorize transactions all in one place.
I love how easy Uncat is to use. It makes it seamless to connect with clients and allow them to categorize transactions all in one place.
E
Erica W.
CEO
Amazing Software
The ease, simplicity, and overall functions. Clients enjoy it just as much as me. No logins just a link and verification.
The ease, simplicity, and overall functions. Clients enjoy it just as much as me. No logins just a link and verification.
J
Jodi W.
Owner
Great, easy to use product
That is connects to QuickBooks Desktop. They can upload receipts directly into Uncat.
U
Ugo S.
Accountant
easy collaboration with customer
Easy to set up easy to use and share with involved team
F
Frank F.
Accountant
Uncat review
The fact that it syncs with QuickBooks online accurately and fast, with all the detailed description on transactions. I love the notify client feature.
The fact that it syncs with QuickBooks online accurately and fast, with all the detailed description on transactions. I love the notify client feature.
J
Julianne A.
CEO
Great tool!
Easy to setup and use. I really liked that the clients do not have to setup an account or anything. They just click through to add their information.
Easy to setup and use. I really liked that the clients do not have to setup an account or anything. They just click through to add their information.
M
Madison R.
Staff Accountant
Uncat Saves Time and Confusion
Love the fact that I am no longer responsible for sending and collecting scattered Excel sheets and pdfs to clients. It all goes to one place and automatically populates in QBO, saving a lot of trouble.
Love the fact that I am no longer responsible for sending and collecting scattered Excel sheets and pdfs to clients. It all goes to one place and automatically populates in QBO, saving a lot of trouble.
B
Brenda P.
Manager
Uncat will save us time!
Being able to automatically send clients the coding we need helps us get our work done faster.
J
Jennifer K.
CFO
Uncat is a game changer
Very convenient and has increased client participation in a timely manner
H
Holly Z.
Bookkeeper
Loving Uncat!
Love that there is software for the purchase of gathering info and documents efficiently from clients
C
Chad F.
Pastor
Quick and Easy
The uploading of receipts and the ease of categorizing expenses has been super helpful.
B
Baisi W.
Senior Associate
Uncat Review
easy to navigate and collaborate with colleagues
R
Ryan M.
Partner
Great product for collab w clients
ability to push open items back in a frictionless way
T
Taryn P.
Accountant
Love it
Ease of use & very helpful for accountants
M
Mark T.
Owner
Simple, Effective, Easy to use - Solves a recurring problem
Easy to setup, integrate and educate users .
E
Eric T.
Owner
Easy to use!
Very easy to use and get going. The interface is very intuitive, so there was very minimal training needed for my clients.
Very easy to use and get going. The interface is very intuitive, so there was very minimal training needed for my clients.
N
Nelson C.
Head of Client Services
Uncat does what it says it does
I like that you can easily classify all your uncategorized transactions quickly. Once you are good with it, it just syncs over automatically and you are done, and you never have to touch quickbooks.
I like that you can easily classify all your uncategorized transactions quickly. Once you are good with it, it just syncs over automatically and you are done, and you never have to touch quickbooks.
R
Renato R.
Owner
Small Business User
It seems very easy to use, have just began but came highly recommended by my accountant.
T
Tanya L.
Owner
Great feature for those of you sending endlessly long emails or spreadsheets to clients!
I like the pricing of this software and the ease of use.
Russell Barnett, EA, CTS
A simple yet elegant tool to communicate with clients
Uncat makes it very easy to communicate to clients which transactions need additional information to properly classify/tie out. You designate an account in QBO where all such transactions will be categorized in and then Uncat automatically pulls them in. One click to notify the client that their input is needed via an emailed link that requires no login credentials.
Uncat makes it very easy to communicate to clients which transactions need additional information to properly classify/tie out. You designate an account in QBO where all such transactions will be categorized in and then Uncat automatically pulls them in. One click to notify the client that their input is needed via an emailed link that requires no login credentials.
Debbie Boeddeker
Uncat Review
What I like most is the ease of use and the fast upload of the transactions.
Alison Green
A nice way to get a client response
I like that I can get the uncategorized items sent weekly to my client for them to deal with no emails required. No downloading QB extracts, formatting, uploading to an email and waiting for them to ignore it!
It seems more accessible from the client side, too, as they don't have to log in to QB; just add some comments for me, and I automatically get notified when they are done.
I like that I can get the uncategorized items sent weekly to my client for them to deal with no emails required. No downloading QB extracts, formatting, uploading to an email and waiting for them to ignore it!
It seems more accessible from the client side, too, as they don't have to log in to QB; just add some comments for me, and I automatically get notified when they are done.
GK
Gabriel Krozkin
Easy for my firm and my clients.
No more spreadsheets back and forth. Easier to use and automatically updates any changes to the accounts selected in QBO.
More accessible and better than any alternative
No more spreadsheets back and forth. Easier to use and automatically updates any changes to the accounts selected in QBO.
More accessible and better than any alternative
Lester Orbe
Uncat is very powerful tool and very efficient
Uncat is very helpful and I like it when client can update on the site and I can categorize and add vendor or customer on the site at the same time. I love it! will recommend it
Uncat is very helpful and I like it when client can update on the site and I can categorize and add vendor or customer on the site at the same time. I love it! will recommend it
LH
Laurie Haefele
Time Saver!!
Using UnCat is a great timesaver when it comes to sending standard expenses, asset, and income transactions that are unclear to the client for more information.
Using UnCat is a great timesaver when it comes to sending standard expenses, asset, and income transactions that are unclear to the client for more information.
Dafnie Nacius
It pulls in the data from QBO; I can request info from clients, easy to folkow
Ease of use. Upside is the info being in one place, I can track status. Helps me follow up on open questions and requests. Much better than using email. I can stay on task.
Ease of use. Upside is the info being in one place, I can track status. Helps me follow up on open questions and requests. Much better than using email. I can stay on task.
Sachin Kumar
Very useful in connecting with the client.
The client is fully aware of what needs to be done in order to complete their side of the work. Once we receive confirmation, It is already synced with QBO so there's nothing more to do than to hit approve.
The client is fully aware of what needs to be done in order to complete their side of the work. Once we receive confirmation, It is already synced with QBO so there's nothing more to do than to hit approve.
Veronica Ruppert
So easy to use
My clients love that that can easily see which transaction that need to give me information about and there’s no login, just use the magic link from any device. I love how easy it is to the client settings are. Takes very little time to setup new clients.
My clients love that that can easily see which transaction that need to give me information about and there’s no login, just use the magic link from any device. I love how easy it is to the client settings are. Takes very little time to setup new clients.
Sherry Ellington
Great product at a great price!!
Uncat allows my clients to communicate with me, without me having to do anything!
Jenna Gooley
My clients love the experience of the Magic Link
Uncat is just simple to use. Period. Buh-bye spreadsheet (just for this, though, I still need you).
Lisa Zanni
Save Time and Money with Uncat
Our team members and our clients love the ease and accuracy of using Uncat
Holly Zech
Loving the efficiency of using Uncat!
That you can easily send the clients a Magic link so they don't have to create a login!
Verified User in Accounting
Uncat
Easier to communicate with clients and resolve issues.
Kevin Fillers
Simple solution to a common headache!
Like most accountants, I find myself sending a spreadsheet full of questions to my clients at the end of each period. Waiting for these responses typically creates a bottleneck every month. With Uncat, I'm able to get those answers in real time rather than being forced to wait for a client to track down the answers days or weeks after EOM.
Like most accountants, I find myself sending a spreadsheet full of questions to my clients at the end of each period. Waiting for these responses typically creates a bottleneck every month. With Uncat, I'm able to get those answers in real time rather than being forced to wait for a client to track down the answers days or weeks after EOM.
Alicia Gates
Uncategorized Expenses - a MUCH better way!
I like that instead of emailing, texting, or sending a spreadsheet to my client each month with a list of expenses I need help categorizing, instead, I can just code them to Uncategorized Expenses in my general ledger in Quickbooks Online, and then Uncat automatically creates an interactive dashboard for my client to add attachments, notes, and even get their co-workers involved in the process! It's easy for the client to know when they have "completed" something, and I'm able to double check it's categorization on the back end. It's a win-win for everyone!
I like that instead of emailing, texting, or sending a spreadsheet to my client each month with a list of expenses I need help categorizing, instead, I can just code them to Uncategorized Expenses in my general ledger in Quickbooks Online, and then Uncat automatically creates an interactive dashboard for my client to add attachments, notes, and even get their co-workers involved in the process! It's easy for the client to know when they have "completed" something, and I'm able to double check it's categorization on the back end. It's a win-win for everyone!
💡 Alexander Abell
An amazing tool for both our bookkeeper and admin!
I love how easy it is. With automated reminders, our bookkeeper doesn't have to chase down my team and manage excel sheets, etc. It automatically syncs with Quickbooks so it makes the whole process seamless!
I love how easy it is. With automated reminders, our bookkeeper doesn't have to chase down my team and manage excel sheets, etc. It automatically syncs with Quickbooks so it makes the whole process seamless!
Verified User in Accounting
Great product to help get your accounting books closed
Love how easy it is to use for my accountants and my clients.