Uncat is a great tool for bookkeeping professionals looking to make their workflow more efficient.
It isn’t easy to make a spreadsheet when all your information comes from different sources and is packaged differently. Moreover, spreadsheets are incredibly tedious to manage when a lot of your transactions fall into the “uncategorized” section. It’s the 21st century – you shouldn’t have to still do all of the work by hand. We’re excited to tell you about the next app in our series of Apps We Love!
Here are some of the reasons why we choose Uncat and think it might be a good choice for your bookkeeping business too!
Managing Uncategorized Expenses
This is pretty much the whole point of Uncat (hence the name). You’re probably used to your accounting software flagging uncategorized transactions, and then you have to go look at the spreadsheet, and then you have to email that spreadsheet to the client, and then you have to wait around for them to update the necessary information, and then you have to move that information around manually… That’s not an ideal setup. Uncat will take care of all the little steps that get in the way like notifying parties.
The “Magic Link”
Basically, Uncat’s magic link is your way of extracting all the necessary information from your clients. When your clients are notified that they need to provide information about an uncategorized transaction, they also receive a simple link that allows them to do just that. They will be taken directly to fill out the missing information without having to download any new programs or remember a login.
Keeping your branding consistent is an important part of marketing your bookkeeping firm. With Uncat, every single page you create can reflect your brand. You can upload your logo, adjust the color scheme, and more!
Uncat is only $5 a month. Yep, you heard that right. It’s just $5 a month, putting the price far below that of many of the other tech tools you will use at your company. But if you aren’t sure, no worries – they offer a 14-day free trial so you can decide if it’s the right fit!
We know how frustrating it is to spend hours on something that should take hardly any time at all. You’ve got enough to worry about already in your job. Finding small ways to work more efficiently and reducing the amount of time you spend on simple tasks will help you prioritize the tasks that really demand your attention. Cutting out unnecessary time wasters will also help if you’re trying to scale your business. We think Uncat is just the right tool for the task.
Stay tuned to learn about more apps we love and be sure to check out the other installments in this series!