No more complicated spreadsheets and chasing down clients for uncategorized transactions
Trim & upgrade your firm’s tech stack with one software to manage workflow and uncategorized transactions
- Easily ask your client questions about uncategorized transactions
- Automatically remind your client to review the uncategorized transactions
- And easily categorize, approve and update them in QuickBooks Online all from within Financial Cents
ReCats – Manage Uncategorized Transactions
Ditch the stressful cycle of trying to sort uncategorized transactions with spreadsheets and emails. Streamline and automate your firm’s process for managing client uncategorized transactions to save hours every week. No need to download transactions into a spreadsheet and chase down your client for a response.
This is a premium add-on. Pricing is $4/month for each client you manually activate the feature for.
For example, if you decide to use this feature with 10 clients. You will be charged $40/month.
“I just started using the new feature in FC today with the uncat transactions. So far I like it and the client I added to it also loves it..”
Stephanie Green
Auto-pull uncategorized transactions from QBO
From the comfort of your Financial Cents dashboard, you can now auto-pull your client’s uncategorized transactions from Quickbooks. You no longer need to export spreadsheets to work on uncategorized transactions. Everything is now at your fingertips – centralized and simplified. It’s like having a digital command center, ensuring every uncategorized transaction resolution is smooth, swift, and efficient.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
Crystal M., Bookkeeper
Send auto-reminders to get your clients to respond to uncategorized transaction enquiries.
If a client delays a response, you can give them a friendly nudge with auto-reminders or “auto-nag” as some of our customers love to call it. This isn’t just about speeding things up; it’s about making everything flow better. Faster responses, quicker uncategorized transaction resolutions, and projects that wrap up without a hitch.
“The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.”
Amanda B., Accounting Practice Owner
Collect notes, descriptions and documents from clients related to each uncategorized transation
When you send a transaction to your client for resolution, you get notes, descriptions, and relevant files or receipts related to the uncategorized transaction ready for you to categorize and upload to QuickBooks Online. You will never have to manually go through QuickBooks to match individual uncategorized transactions again.
“Financial Cents helps us solve two specific problems: 1) How profitable are our clients? 2) Which services need to be adjusted to ensure we’re adding value.”
Sonja J., Business Accounting Specialist
Easily categorize transactions within Financial Cents and push uncategorized transactions to QuickBooks
Upon getting responses to uncategorized transaction inquiries from your clients, you can easily categorize the related transactions with just a click of a button and get them all uploaded to QuickBooks. This helps you push relevant information related to each transaction – category, notes, and related files to QuickBooks without hassle.
Some benefits of Financial Cents’ ReCats for your Bookkeeping firm
Hitch-free processes and a unified client experience: The Dual Advantage of Financial Cents’ ReCats for Bookkeeping Firms.
Simplify your clients’ experience
Financial Cents’ ReCats eliminates the need to share spreadsheets back and forth with your clients and even the need for another client portal just for uncategorized transactions. Now you finally have everything related to your client interfacing in one place for easier management and adoption for you and your client.
Straightforward uncategorized transaction handling
Streamlined workflow for resolving uncategorized transactions without hopping from software to software or downloading spreadsheets.
Effortless communication
Unified & automated communication that works for you and your firm’s clients, enhancing your client relationships. Easily get feedback and relevant information needed to categorize your client transaction without unnecessary back and forth.
Getting Started with Financial Cents’ ReCats is straightforward
Experience zero hassle when integrating Financial Cents ReCats into your workflow.
Simply integrate with your client’s QuickBooks Online file to get started.
How ReCats works with QBO
- Go to the transaction Tab on the client profile in Financial cents.
- Enable the QBO integration for the selected client. You only get charged for the clients you activate this feature for at $4/month per client. Sign up for Financial Cents.
- Add your client’s uncategorized transaction accounts.
- Finally, you can see uncategorized transactions in Financial Cents and categorize the transaction if you know what it’s for or you can share the transaction to the client portal to get a description from your client.
How your clients to use ReCats in their integrated client portal
- Your client gets an email notifying them of the uncategorized transactions requests.
- Upon clicking the button in the email, they are taken directly into Financial Cents passwordless portal where they can login seamlessly with a secure magic link- Your clients will not have to create an account or have to remember a password or username.
- Finally, your client reviews the transaction you need them to, share descriptions, share files and receipts related to individual transactions and leave comments to communicate with you if they have questions.
Why should you Choose Financial Cents ReCats over Uncat?
- Financial Cents offers an integrated software that blends your bookkeeping workflow and uncategorized transactions to ensure that you do not have a broken workflow as you work on your client’s bookkeeping project.
- Finally, a client portal your clients will actually use with one less software for them to deal with. Financial Cents offers one consolidated client portal for you to interface with your clients. One place for your client’s tasks and requests, client communication, client document management and client uncategorized transactions.
- Save 20% on what you currently pay per client on Uncat by using Financial cents and get 10x more features. Talk about value and affordability.
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Automatically pull uncategorized transactions from QuickBooks Online
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Ask your client questions and for notes and documents about transactions
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Automatically remind and chase your client about the uncategorized transactions
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Easily categorize the uncategorized transactions in Financial Cents
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Approve and push the updated transaction, notes, and documents to QuickBooks Online
Use Cases 📕
- Send uncategorized transaction enquiries to clients.
- Use auto-reminders to nudge your clients to share responses promptly.
- Easily categorize and match uncategorized transaction to relevant transactions in Quickbooks online for easy resolution.
- A better client portal experience for your clients. Easy adoption and your customer single source of truth.
Why your firm needs this 🤯
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Seamlessly request uncategorized transaction descriptions from clients within Financial Cents
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Never input contacts manually by leveraging your client database in Financial Cents
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Automatically store the notes, descriptions and files or reciepts on related uncategorized transactions in Financial Cents
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Syncs with your client Quickbooks
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This is a premium add-on. Pricing is $4/month for each client you manually activate the feature for.For example, if you decide to use this feature with 10 clients. You will be charged $40/month.
How to use it ⚙️
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Click Get Started
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Click Connect to QuickBooks
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Login to your QuickBooks Online Accountant account
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Select your firm
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Select the client you want to pull transactions for
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Click Next
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Select which accounts you would like to pull uncategorized transactions from
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Select which team members should be notified about transactions
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Click Continue
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Uncategorized Transactions – ReCats FAQs
Uncategorized transactions are entries in your accounting software, like QuickBooks Online, that haven’t been assigned to a specific account or category yet. These usually appear when your bank feeds import new transactions and your team or client hasn’t provided enough details to classify them properly.
Learn more about uncategorized transactions.
ReCats is a premium Financial Cents feature that helps you automatically pull uncategorized transactions from QuickBooks Online, request information from clients, and categorize transactions in one centralized place. No more spreadsheets or chasing clients via email.
ReCats eliminates the need to manually export data from QuickBooks or send spreadsheets to clients. It auto-pulls uncategorized transactions, allows you to request context from clients, and lets you categorize and push the updated information back into QBO, all from within Financial Cents.
Yes, ReCats integrates directly with QuickBooks Online to fetch uncategorized transactions and sync updates back to QBO automatically.
No. ReCats is a premium add-on feature that costs $4/month per client you activate it for. You’re only charged for clients using the feature.
Absolutely. You control which clients are activated for ReCats, so you only pay for the ones you need, and nothing more.
Yes. Clients receive an email and can securely respond in the client portal, without needing to log in or remember passwords. They can add descriptions, upload receipts, and leave comments on each transaction.
Yes. All client responses, documents, and notes are organized per transaction inside Financial Cents, so your team can quickly categorize and push updates to QuickBooks.
Yes. You can automate follow-ups and reminders to clients who haven’t responded, helping you speed up client communication and resolution times.
Unlike Uncat, ReCats is fully integrated into your existing Financial Cents workflow and client portal, eliminating the need for extra software. It’s also more cost-effective, saving you up to 20% per client while offering significantly more features.