When accounting software is equally beneficial for clients and bookkeepers alike, everyone wins. At Two Roads, one of our favorite tools is Uncat, a powerful tool for categorizing expenses that's beloved by our team and our clients.
It's no secret we are big proponents of utilizing cloud accounting, and QuickBooks is the tool we use to do that. But in conjunction with Quickbooks, Uncat makes cloud accounting especially powerful. Today, we're going to tell you all about Uncat and share insights from clients and bookkeepers about how it benefits them.
First, it's worth noting that Uncat was built by accountants and bookkeepers for accountants and bookkeepers.
As bookkeepers and accountants ourselves, we see firsthand on a daily basis how clients struggle to categorize expenses on their own. It can be time-consuming, cluttered, and altogether unenjoyable. But Uncat can take the mess and stress out of categorizing expenses, which helps everyone involved with the books.
Here's how it works:
Uncat notifies your clients about uncategorized transactions and enables them to submit their descriptions and receipts online. Then, you can then categorize transactions for all your clients from one screen, and Uncat syncs everything with QuickBooks Online.
As you can see, this is not only convenient for bookkeepers, but it also helps their clients categorize their own expenses much more easily.
As for how Uncat came to be, Two Roads president Adam Slack collaborated with client Brandon Bruce on the project.
Here's how Brandon explains it:
"As the owner of a company, I was on the receiving end of a spreadsheet from our accountant at the end of every month that contained dozens of uncategorized transactions for me to figure out. Many of the expenses were 3+ weeks old, and I was traveling a lot, so it was hard to remember all the different vendors at various conferences and customer meetings around the country. So when Adam Slack at Two Roads shared the idea for Uncat with me, I immediately saw the value of the app from the client's perspective – it would save me a lot of time and hassle. Uncat is a way for me as a client to hear from and communicate with my accounting professional every week so that I know our books are up to date and categorized to do accurate reporting and to maximize tax advantages."
But don't just take it from us! Next, let's look at some feedback we've received about Uncat accounting software.
Heather is the excellent Onboarding Coordinator here at Two Roads. Here's what she had to say about her experience with this accounting software:
"Bookkeepers often face having to send the dreaded spreadsheet to their clients for help with uncategorized transactions. Then they have to wait to see when, or if, it gets sent back with the answers, and often it goes back and forth a couple of times before they are all resolved. Clients don't like the spreadsheets either. It's a hassle to stop and look it all up. Bookkeepers have wished for years there was a better way, and with Uncat, there is! Uncat is so easy to use. I just put the expenses into the uncategorized account in QBO, and it syncs it over to Uncat. The client will get an email once a week showing the items that need to be categorized. They can login at their convenience, and even use a magic link, so no more remembering passwords. With Uncat, you can get the info from the client in two ways. They can either just enter notes and sync those notes back to the accountant portal, where the bookkeeper can then add the correct account or, now you can give the client access to categorize the items themselves, and it will sync directly to QBO. No more back and forth, and it saves the bookkeeper time as well as the client. I love signing my clients up for Uncat, and they seem to like it as well. It's a WIN WIN!”
Then, we spoke with a Two Roads client, Jim Caughorn, President of Graphic Creations, about his experience with Uncat:
"Uncat is a great tool that provides an efficient and easy way for us to resolve any uncategorized expenses. It creates another level of security when you have multiple employees with credit cards and seeing what is missing."
What do you say? Are you ready to experience what this accounting software can do for you and your business? Click here to set up a live demo, or visit their FAQ page to learn even more.
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