Item: Uncat
Rating: 9
Author: Verified User

Use 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 and Cons

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

Return on Investment

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

Key Insights

Do you think Uncat delivers good value for the price?

Yes

Are you happy with Uncat's feature set?

Yes

Did Uncat live up to sales and marketing promises?

Yes

Did implementation of Uncat go as expected?

Yes

Would you buy Uncat again?

Yes

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.

One of the Most Inexpensive Timesavers for Bookkeepers

Overall Satisfaction with Uncat