Uncat typical implementation process:
Sign Up and Account Setup: Firms sign up directly on the Uncat website and create a firm account; no credit card is required for the free 7-day trial. This process is immediate and takes just a few minutes.
Connect Accounting Software: Select and connect Uncat to QuickBooks Online, QuickBooks Desktop, or Xero through secure, guided authentication. This integration typically takes under 10 minutes per accounting system.
Configure Firm Profile and Branding: Customize branding, notification preferences, and add firm/team users as needed. This configuration is optional and can be completed in 5–15 minutes.
Sync and Import Transactions: Uncat automatically pulls in all uncategorized transactions from connected ledgers, highlighting those needing client action. This is an automated process and occurs in real time once the sync is established.
Invite Clients via Magic Links: Accountants send client-specific Magic Links (email invitations), enabling clients to respond to transactions securely without creating logins. Sending invitations and onboarding clients generally takes a few minutes per client.
Client Review and Categorization: Clients review flagged transactions, categorize items, upload receipts, and add notes directly from their devices. The response time depends on client engagement and can be immediate.
Uncat can be customized to fit specific business and client requirements along several dimensions:
Custom Branding: Firms can white-label the portal by uploading their logo, setting the firm name, and choosing brand colors so all client interactions and dashboards reflect firm branding.
Permission Levels: Admins can define three key permission roles—firm admin, client admin, and team member—with granular control over dashboard, billing, and client management functions for each user.
Client Assignment: Specific coworkers can be assigned only to certain clients, so each team member sees and is notified of only the clients relevant to their workload.
Custom Dashboard Fields: For each client, accountants can select which transaction fields are visible and editable (e.g., description, vendor, customer, class, billable, tax, location, category), allowing firms to tailor the client dashboard for the detail required.
Account and Sync Settings: For every client, firms choose which ledger accounts to sync (e.g., uncategorized expense, income, assets, custom “ask” or suspense accounts) and adjust which types of transactions Uncat should import.
Notification Frequency: Notification preferences can be set per client—choose weekly, monthly, or other custom intervals for transaction review reminders to align with client habits and needs.
Magic Link Configurations: Customize Magic Link invitations, granting either standard or “superpower” access, letting clients update a wider set of transaction fields or just provide attachments and notes as needed.
Text or Email Alerts: Staff can opt to receive transaction updates and reminders by email or SMS on a user-by-user basis for more flexible workflow management.
Auto-Classification Rules: Firms can set up classification rules for specific account types to automate routine categorization and streamline exception handling.
Uncat offers accessible onboarding and support for new users primarily through a straightforward self-service model, emphasizing ease of setup and fast start capabilities with popular accounting software integrations like QuickBooks Online, QuickBooks Desktop, and Xero. The platform prioritizes reducing manual work for accountants and bookkeepers, offering features and resources designed to streamline transaction categorization without complex training requirements.
Uncat's onboarding process is built around immediate accessibility and simplicity, with users able to start a free 7-day trial without needing a credit card. The integration with accounting platforms is direct, usually allowing automatic syncing of uncategorized transactions. The ease of use is frequently highlighted, minimizing the need for technical training and allowing users to get started almost immediately after signing up.
The website places a focus on guiding users through initial setup workflows, including connecting their ledger accounts and configuring auto-classification rules, to automate client notifications and transaction follow-up. Typical training for new users consists of straightforward, in-app tip sheets and feature prompts that help users maximize efficiency right from their first login.
Uncat implements a robust set of security measures to safeguard user and client data, focusing on compliance, cloud protections, ongoing monitoring, and responsible data handling practices.
Regular Penetration Testing: Uncat undergoes annual penetration tests by specialized security firms, including Synopsys, and collaborates with Intuit to further verify application security and remain compliant with current standards.
Cloud Security Monitoring: The platform uses AWS GuardDuty to monitor for suspicious behavior, potential threats, and unauthorized activity across its cloud infrastructure.
DDoS and Bot Protection: Uncat relies on Cloudflare services to block distributed denial-of-service (DDoS) attacks and bot traffic, preventing disruptions or unauthorized access attempts.
Activity and Code Monitoring: Datadog is integrated into Uncat’s systems to continuously monitor infrastructure and application performance. Additional SAST/DAST tools are used to secure code and dependencies in the CI/CD pipeline, reducing vulnerabilities from third-party libraries and newly introduced changes.
GDPR Compliance: Uncat operates as a Data Processor, adhering to data controller instructions in line with GDPR and international regulations. It provides contractually-backed assurances about data privacy practices, supports audit requests, and offers mechanisms to handle user data subject requests, including correction, erasure, and portability.
Incident Management: The platform maintains a structured protocol for managing and reporting data security incidents, including any loss, misuse, unauthorized access, or breaches. Notification to clients occurs promptly and in accordance with legal requirements.
Data Return and Deletion: At the end of service, Uncat deletes or returns all personal data, guaranteeing removal unless further storage is legally mandated.
Login Protection and Lockouts: Uncat incorporates intelligent login failure lockout procedures, temporarily or permanently locking accounts after repeated failed login attempts to block brute-force attacks.
Best Practice Threat Modeling: Security priorities are set according to threat modeling standards, ensuring financial and client-sensitive information are given the highest level of protection.
Uncat regularly releases feature updates and enhancements designed to streamline document management and transaction categorization. The release cadence for new features and improvements is ongoing rather than on a fixed schedule, as demonstrated by multiple updates such as the "Recurring Requests" feature, which was publicly announced in July 2024. These updates are managed with the following practices:
New features, bug fixes, and enhancements are released as they become ready, with some major updates being highlighted in dedicated blog posts or in-app announcements.
The addition of complex features like recurring document requests indicates a pattern of iterative development aligned with user needs and workflow optimizations.
Significant product updates are typically communicated via official announcements on Uncat’s website or blog, ensuring that both existing and prospective users are aware of enhanced functionality.
For changes impacting daily workflow, users may receive in-app notifications or guided prompts to introduce and explain new features, making the onboarding process with each update seamless and clear.
Automated synchronization with integrated accounting platforms (QuickBooks, Xero) is actively managed through both automatic and user-initiated update triggers, ensuring users always work with current data.
Updates are designed to be user-friendly, focusing on reliability, security, and efficient workflow integration, catering especially to accounting professionals and bookkeepers.
Uncat’s policy on data ownership and portability clearly prioritizes user control and regulatory compliance. Data entered by clients or accountants is owned by them, not by Uncat, and Uncat acts as a data processor on their behalf in accordance with data privacy regulations such as the GDPR. Users maintain full rights over their data and can request access, corrections, erasure, or the return of their information at any time.
Users (the accounting firms or their clients) remain the rightful owners of all data provided through Uncat.
Uncat processes the data strictly according to user instructions and contractual agreements, without any claim of ownership over user or client data.
After the end of a subscription or upon request, Uncat either returns or deletes user data, unless legal obligations require it to be retained.
Uncat supports data portability as part of its GDPR compliance, enabling users to request a copy of their personal or client data in a structured, commonly used, and machine-readable format.
Data subject rights (such as portability and erasure) are handled in coordination with the data controller (usually the accounting firm), ensuring that information can be transferred to other platforms or returned to the user upon request.
Uncat’s contract renewal and cancellation terms provide a straightforward experience typical of modern SaaS platforms, prioritizing user autonomy and transparency. The following are the key provisions and customer options for managing subscriptions:
Users can cancel their Uncat subscription directly through the web application interface by navigating to Settings and selecting the "Cancel my Account" button, then confirming the decision.
The cancellation process is immediate and user-driven, without requiring intervention from customer support. This ensures a quick and easy termination of services if desired.
Once cancellation is confirmed, the connection between Uncat and any linked accounting software is terminated automatically, and access to account features is revoked.
Uncat subscriptions operate regularly, typically renewing automatically unless the user initiates cancellation before the start of the next term.
There is no evidence of long-term contract lock-in; users are billed monthly and can halt renewal at any time before the next billing cycle, putting users in control of ongoing charges.
Uncat software demonstrates compliance with recognized data privacy and security standards, focusing primarily on GDPR (General Data Protection Regulation) requirements to protect user and client information within the European Union and globally. As part of its commitment to accounting professionals, Uncat establishes clear roles as a data processor and follows best practices for secure data handling, access control, and data subject rights management.
GDPR Compliance: Uncat adheres to the General Data Protection Regulation for EU users, ensuring lawful and transparent data processing, supporting data subject rights, and providing comprehensive Data Processing Agreements upon request.
Contractual Data Protection Addenda: For organizations outside the EU or with specific compliance needs, Uncat offers tailored Data Processing Addenda, outlining technical and organizational measures for data protection in alignment with client requirements.
