Name: Uncat
Price: 5 USD
Rating: 9.4 (3 reviews)
Author: Uncat

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### Accounting Integration
User feedback on Uncat's accounting integration consistently highlights the software's ability to sync effortlessly with QuickBooks, particularly QuickBooks Online. The streamlined process of transferring data between Uncat and QuickBooks has been a significant time-saver for many users, reducing manual data entry errors and enhancing overall efficiency in accounting tasks. While some users have noted limitations in integration with other accounting software options, the majority appreciate the smooth and reliable connection between Uncat and QuickBooks, emphasizing its positive impact on their accounting processes.

### Reporting and Analytics
Users consistently highlight the importance of having comprehensive reporting features in Uncat. While the software excels in user-friendliness and automation, the lack of advanced reporting functionalities remains a notable concern for many users. The need for detailed reports to enhance accounting processes and provide in-depth insights is a common theme among reviewers. Despite the positive aspects of Uncat's interface and customizable features, the sentiment leans towards a desire for more robust reporting and analytics capabilities to further improve the overall user experience.

### Client Management
User feedback on Uncat's client management functionality is predominantly positive, with many highlighting the ease of communication and collaboration with clients. Clients appreciate the simplicity of the platform, making it convenient for them to provide necessary information and updates promptly. The feature that allows clients to add descriptions and attachments to transactions without the need for additional logins or apps has been particularly well-received, streamlining the process for both accountants and clients. Despite some minor interface issues reported by a few users, the overall consensus is that Uncat's client management tools effectively facilitate efficient communication and task management between accountants and their clients.

### Task Management
Users consistently praise Uncat's efficiency in managing accounting tasks. The software's task management capabilities receive high marks for simplifying work processes, categorizing expenses and incomes, and facilitating data import and export. Reviewers highlight the ease of scheduling tasks, data synchronization, and the availability of audit trails and logs as key strengths of Uncat's task management functionality. Despite some limitations in integration and potential cost considerations, users generally find Uncat to be a valuable tool for streamlining and organizing their tasks effectively.

### Data Synchronization
Users consistently highlight Uncat's data synchronization as a standout feature, emphasizing its ability to effortlessly sync with QuickBooks and streamline the transfer of data. While some users express concerns about limited integration with other accounting software options, the majority appreciate the ease and efficiency that data synchronization brings to their accounting processes. The automated syncing capabilities of Uncat are particularly lauded for reducing manual data entry tasks and enhancing overall workflow efficiency.

### Customization Options
Users consistently praise Uncat for its customizable features, emphasizing how they can tailor the software to their specific needs. Reviewers appreciate the ability to customize account categories, reports, and invoices to align with their business requirements. While some users express a desire for more features for booking custom fields or tags, the overall sentiment leans towards the strength of Uncat's customization options. The software's user-friendly interface combined with its customizable capabilities allows businesses to efficiently manage their accounting tasks with ease.

Uncat is a software solution designed to assist accountants and bookkeepers in categorizing transactions and organizing uncategorized records. It is marketed as a tool suitable for professionals of all sizes, ranging from solo practitioners to large firms. According to the vendor, Uncat can be utilized by accountants, bookkeepers, accounting firms, bookkeeping services, and financial consultants across various industries to enhance workflow efficiency and improve client communication.

## Key Features

**Integrate with Multiple Accounting Platforms**: Uncat claims to seamlessly integrate with QuickBooks Online, QuickBooks Desktop, and Xero, allowing users to manage clients from different accounting platforms all on one Uncat dashboard.

**Sync and Choose Specific Accounts**: Users have the ability to select which accounts to sync for each client, including Uncategorized Expense, Uncategorized Income, Uncategorized Asset, Ask My Accountant, Ask Client, Suspense, etc. Transactions will automatically sync into Uncat, and users can also opt to sync all transactions missing a certain field, even if they have already been categorized.

**Customize Sync Duration**: According to the vendor, Uncat offers the option to customize the sync duration, allowing users to sync transactions back 3 months by default. For a one-time charge of $5 per additional month, users can extend the sync duration further. The vendor states that there is no limit on the number of transactions that can be synced.

**Automatic Client Notifications**: Uncat claims to automatically send notifications to client users via email and optional SMS text messages when there are transactions that require a client response. These notifications reportedly contain a Magic Link for easy access to the client's Uncat dashboard.

**Request Additional Transaction Information**: Users have the ability to ask or require client users to provide additional information, such as Vendor, Customer, Class, Location, Billable, Tax, and Account (Category), for transactions. The vendor states that users can also assign client users to update transactions from specific accounts.

**Request Documents from Clients**: Uncat provides a feature that allows users to ask clients to provide key information and important documents through the Requests tab in the Uncat dashboard. This feature aims to streamline the collection of necessary documents for accounting and bookkeeping purposes.

**Invite Colleagues and Assign Permissions**: Users can invite unlimited accountant users to join their Uncat account at no additional cost. Accountant users can be assigned to specific clients, and different permission levels can be set for each user, according to the vendor.

**Categorize and Update Transactions**: Uncat enables users to categorize transactions and update other fields, such as Category, Vendor, Customer, Class, Location, Billable, and Tax, directly in the Uncat dashboard. The vendor claims that changes made in Uncat will sync into QuickBooks or Xero.

**Apply Bulk Actions to Transactions**: Users can supposedly apply bulk actions to transactions, such as assigning the same Class to a list of transactions, in just a few clicks.

**Send and Receive Messages**: Uncat provides a Client Chat feature for communication with clients and a Company Chat feature for internal communication with colleagues within the Uncat platform.

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Data Management Platforms (DMP) are one component of what is often referred to as "Ad Tech" or digital advertising technology. A DMP is a kind of data warehouse that sorts and stores information that is subsequently used by marketers and advertisers. The most typical use is to house structured information from a number of different systems and organizing it at the customer level (if it’s about your customers or prospects), or at the cookie level (if the person is unknown).

Data Management

Likelihood to Recommend

Data Collection

Data collection is important for building a centralized repository of customer, audience, or user data.

Collection of first-party data

Collecting all first-party data (website traffic data, CRM; data, subscription data, social data, etc.) in a centralized place for subsequent analysis.

Collection of third-party data

Third-party (external) data is collected and combined with first-party data.

Access to Third-party Data Providers

Data transfer to ad networks and exchanges for media buys.

Data Classification

Classification of data is organizing it into taxonomies

Audience taxonomy

Software enables construction and organization of site data into a structured taxonomy.

Tag Management

Tag-based audience management to assist with categorizing data into a hierarchical data taxonomy

Data Analysis Dashboard

Dashboard enabling data to be segmented to help reach audiences more precisely.

Ad Network Integration

Integration with main ad networks, and exchanges to make accurate media buys.

Data Transfer

Transfer of data to ad exchanges to match third-party to segments.

DSP integration

Integration with DSP platforms for ad buying

DMP Analytics

Campaign Analytics

Dashboard for measuring and comparing campaign performance.

Audience Analytics

Visibility into the performance of different audience segments

Uncat 2023-11-16 11:47:15

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I use Uncat to get transaction level detail from my clients. I've also started using it for documentation requests. It save time by avoiding emails and/or spreadsheets to obtain the information. It sends automatic reminders to my clients letting them know there are items I need information for and I get notifications once they've responded.

Obtaining transactions specific information from clients
Receiving documentation from clients
Syncing with QuickBooks Online

Some of the bulk update features seem a little clunky to me

It saves time drafting emails to clients with long lists of questions
It allows clients to provide answers quicker which keeps my workflow moving

Uncat

Overview

What is Uncat?