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Uncat

By Uncat
5 out of 5 stars
Free 7 day trial available
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Stop herding cats! Uncat makes it easy to resolve uncategorized transactions, request documents, and collect receipts from your clients. Uncat syncs with Xero and automatically remind clients and you anytime something needs doing. Just $9/mo.
Rated
5.0
out of 5
Reviewed by
5
Xero users
Try this app
Free 7 day
trial available
Listed for
2 years
November 2021

Overview

Built by accountants and bookkeepers, Uncat makes it easy to resolve uncategorized transactions, send and request documents back and forth with your clients, and even collect receipts from your clients, parse them automatically, and match them into Xero.

We got tired of exporting spreadsheets every month, chasing clients for information, and manually copy-pasting client responses and documents into our accounting software.

That’s why we built Uncat and packed it with features to save you time and make life easier for your clients.

Uncat
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Uncat + Xero

  1. Start a Free Trial Start a free 7-day trial of Uncat and connect securely to Xero. Invite your clients and coworkers,.

  2. Clients get a Magic Link Uncat automatically notifies your clients if there is new work to do, and notifies you once they do their tasks or upload receipts. Clients simply click a Magic Link to one-click login and add information in Uncat.

  3. Categorize and Sync Categorize transactions for all your clients on a single dashboard. Select vendors, classes, locations, and more. Sync updates to Xero.

  4. Collect documents, tax forms, and more with Requests by Uncat. Require an attachment or specific response, and even make them recurring. Still $5/client/month.

  5. Manage receipts in Uncat by letting clients upload receipts from cost and sales transactions. We'll parse them automatically and match them to existing expenses and sales in the books, or you can create a new transaction from them. Still $5/client/month!

Reviews & ratings

5.0 out of 5 stars
5 Reviews

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Most recent reviews

JS
Jared Smith
Posted 24 Feb 2024
5 out of 5 stars

Extremely helpful app, makes unknown transactions, document requests, and receipts easy

For $5/month per client, I'm getting $30/$40 worth of value from 3 other apps, but all in one. I love it and my clients love it.
JE
Jelmer Espinosa
Posted 22 Feb 2024
5 out of 5 stars
Very useful.
LF
Leon Fleyshman
Posted 15 Jan 2024
5 out of 5 stars
One of the best solutions to streamline our work. We have been experimenting with Uncat for 2 years and are now rolling it out to all of our staff. I have tried to suggest features only to find out that they already exist. (For the development team: keep up the good work; and, thank you.)

Additional info

Shared data

Xero
Uncat
Paymentsshared from Xero to Uncat and from Uncat to Xero
Invoicesshared from Xero to Uncat and from Uncat to Xero
Contactsshared from Xero to Uncat and from Uncat to Xero
Bank Transfersshared from Xero to Uncat and from Uncat to Xero
Accountsshared from Xero to Uncat and from Uncat to Xero
Quotesshared from Xero to Uncat and from Uncat to Xero
Overpaymentsshared from Xero to Uncat and from Uncat to Xero
Tracking Categoriesshared from Xero to Uncat and from Uncat to Xero
Tax Ratesshared from Xero to Uncat and from Uncat to Xero
Receiptsshared from Xero to Uncat and from Uncat to Xero
Purchase Ordersshared from Xero to Uncat and from Uncat to Xero
Prepaymentsshared from Xero to Uncat and from Uncat to Xero
Manual Journalsshared from Xero to Uncat and from Uncat to Xero
Linked Transactionsshared from Xero to Uncat and from Uncat to Xero
Journalsshared from Xero to Uncat and from Uncat to Xero
Itemsshared from Xero to Uncat and from Uncat to Xero
Currenciesshared from Xero to Uncat
Credit Notesshared from Xero to Uncat
Bank Transactionsshared from Xero to Uncat and from Uncat to Xero

Functions

Accountant toolsDocuments

Industries

FranchiseProperty and realtyAccounting

App details

By Uncat
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@uncat.com

Contact

18652176364

Follow

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7 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.