One of the Most Inexpensive Timesavers for Bookkeepers
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
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.
Pros
- Obtaining transactions specific information from clients
- Receiving documentation from clients
- Syncing with QuickBooks Online
Cons
- Some of the bulk update features seem a little clunky to me
Likelihood to Recommend
It is an amazing tool for clients that purchase many different types of products from Amazon where it is impossible for an outsourced bookkeeper to know how to code each purchase. For clients that use the same vendors for the same purposes month after month it may not be very beneficial.
