Uncat

Uncat

Designed specifically for accountants and bookkeepers, Uncat streamlines client communication by allowing easy categorization of transactions and document requests. With seamless integration into QuickBooks Online, Xero, and QuickBooks Desktop, it automates receipt matching and uncategorized transaction notifications, transforming tedious workflows into efficient, stress-free processes. A free 7-day trial is available.

Top Uncat Alternatives

1

ProfitSolv

Designed for professional services firms, this software suite offers tailored billing, payments, and project management solutions.

2

SimpleCJ

Designed to enhance productivity, this all-in-one software seamlessly integrates client management, task organization, invoicing, and eSignatures.

3

Bookkeeping AI

Bookkeeping AI is an innovative accounting practice management software that leverages advanced AI technologies to streamline various financial processes.

4

FirmTamer

FirmTamer offers CPA firms an efficient way to manage clients, tasks, and billing all in one platform.

5

Avii Workspace

Avii Workspace serves as a unified accounting management system that streamlines document management, workflows, and client interactions.

6

Levvy

Levvy transforms how professional services teams manage their workflows by centralizing tasks, client information, and communications within a single platform.

7

Dime

It integrates essential workflows, from attestation tasks to client communication, while eliminating delays and miscommunication...

8

notis

Users benefit from an intuitive activity center that consolidates tasks, communications, and document management in...

9

Athena Workflow

Users can automate tasks, manage client documents, track time efficiently, and enhance collaboration with a...

10

TaxFlow

It eliminates the chaos of scattered spreadsheets, centralizing all tasks and returns in one intuitive...

11

PracticePro 365

Built on Microsoft’s secure platform, it prioritizes data protection, evidenced by annual SOC 2 audits...

12

OfficeTools

By integrating seamlessly with essential business tools, it eliminates redundant data entry and provides a...

13

Acounta

From document handling and invoicing to client communication and workflow automation, it eliminates redundancies and...

14

Jetpack Workflow

Users can standardize processes, automate deadlines, and monitor team progress effectively...

15

Mango Practice Management

It centralizes workflows, streamlines communication, and improves client interactions...

Top Uncat Features

  • Magic Link for clients
  • Automatic transaction notifications
  • Centralized document requests
  • Receipt management integration
  • Multi-channel receipt submission
  • Seamless accounting software sync
  • Single dashboard for categorization
  • Vendor and class selection
  • Customizable transaction categories
  • Easy client collaboration
  • User-friendly interface design
  • No credit card trial
  • Automatic uncategorized transaction capture
  • Secure client data connection
  • Effortless W-9 and 1099 requests
  • Multi-client management capabilities
  • Streamlined end-of-month processes
  • Efficient transaction matching
  • QuickBooks integration compatibility
  • Xero integration functionality
Top Uncat Alternatives
  • ProfitSolv
  • SimpleCJ
  • Bookkeeping AI
  • FirmTamer
  • Avii Workspace
  • Levvy
  • Dime
  • notis
  • Athena Workflow
  • TaxFlow
  • PracticePro 365
  • OfficeTools
  • Acounta
  • Jetpack Workflow
  • Mango Practice Management
Show More Show Less