Client transaction queries
Uncat: Resolve uncategorized transactions with clients in one place
Checked · Compiled by AI for My Craft
Uncat syncs the uncategorized transactions from a client's QuickBooks or Xero into a simple shared list, then lets the client add the missing category, memo and receipt themselves — pushing the answers back to the books automatically. Bookkeepers use it to end the email chains and spreadsheet chases that hold up every close, replacing 'what was this charge?' with a link the client fills in. It does one narrow job that a general AI can't touch: closing the loop with the client on the entries only they can explain.
Pricing: paid from $5/mo per client — $5 per client/month, unlimited users and transactions. Historical sync beyond the default 3 months is $5 per extra month, charged once per client.
Pros and cons
- Clients categorize their own unknown transactions, syncing straight to QuickBooks/Xero
- Cheap per-client rate with unlimited users and transactions
- Kills the email-and-spreadsheet chase that delays every close
- Solves only the uncategorized-transaction problem — not a full bookkeeping tool
- Per-client billing adds up across a large client roster
Who is Uncat best for?
Getting clients to clear uncategorized transactions without email chains.
We recommend Uncat in this guide: The 5 Best AI Tools for Bookkeepers in 2026
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