Financial Cents vs UnCat
Financial Cents is an easy-to-use accounting practice management software that enables accounting, bookkeeping, and tax firms to get work done. We provide firms with workflow management and automation, team collaboration, uncategorized transaction management, seamless client management, task management, and automated client request features that help you grow your firm.
“If you use Financial Cents for practice management and do bookkeeping in QuickBooks Online, you’ve got to try the new ReCats feature.
It pulls in uncategorized and booked transactions from QBO, and lets you reclassify them right inside Financial Cents. The integration between the two platforms is awesome… It’s made my workflow smoother and much more efficient.”
Kyle Murphy
Founder, Kyle Murphy
Financial Cents vs UnCat features compared
Financial Cents
UnCat
Features
| Workflow Automation |  |  |
| Document Management | | |
| Client Portal | | Limited |
| Firm-branded client portal | | |
| E-signature | | |
| Manage uncategorized transactions | | |
| Zapier integration | | |
| Automated client reminders | | |
| Integrated email | | |
| QuickBooks integration | | |
| SmartVault Integration | | |
| Capacity Planning | | |
| Open API | | |
| Workflow Templates | | |
| Team Chats | | |
| Comments and @mentions on tasks and projects | | |
| CRM | | |
| Secure file storage | | |
| Time Tracking | | |
Why users love us ❤️
One powerful software to manage your practice
Why use multiple apps to manage work, processes and uncategorized transactions in your firm, when you can use one app? Financial Cents practice management software provides you with all you need to manage your workflow, bill clients & receive payments, manage uncategorized transactions, track the progress of work in your firm, send our proposals and engagement letters, automate manual processes and repetitive tasks, manage your clients, collaborate and communicate with your team and clients all in one place.
UnCat like the name suggests is a software solely for managing uncategorized transactions. It’s a good tool if all you need to focus on in your firm is managing uncategorized transactions. If it’s beyond that, then Financial Cents is just the tool you need.
“Streamlining Bookkeeping to leave room for more Advisory
I don’t have to chase clients nearly as much with their to-do lists and client portals set up. They can ask questions, and I can add accountability tasks for clients for them to be reminded automatically, and everything is pretty customizable – including the reminder emails.”
Danielle M
Manage clients effectively
Financial Cents includes a client relationship management feature that helps you to improve your relationship with clients in your firm and deliver optimum satisfaction. Our CRM system helps to manage all your client information and communication in one place making it easy to access client data, keep track of client activities and interactions.
You also have access to view the audit trail of interactions between your team and clients to ensure you stay on top of all client updates. Never miss any client email again with our email integration which provides you with a client-only email focused folder. Communicate and collaborate with your clients with our client portal which helps you securely receive clients information and documents. Automate client requests, reminders and receive signatures from clients 10x faster with our client automate tasks feature.
UnCat lacks a built-in CRM, meaning you’ll need to use a separate software just to manage client information and communication.
“The business problem we are solving with Financial Cents is twofold. First, we are improving our internal communications. Second, we are ensuring that no project falls through the cracks.”
Michael McMullin | Managing Partner, Jack Trent & Co
Use the power of AI
Our ChatGPT powered AI integration helps you create workflow templates in seconds for any task or project you may have, even if they seem out of scope, making work easier for you. You can modify and save the workflow templates for future use within your firm.
You don’t have to spend minutes or hours when you want to send emails to clients or respond to their emails. Using AI inside Financial Cents, you can create client emails on the go.
The best part? You can save the email generated as a template inside Financial Cents, so you don’t have to generate them each time. Your team members can also have access to them and use them for client emails whenever they need to.
“I love that it took little to no effort to understand, all of the intro videos were so helpful. They got me started on the right path. I love that it is like taking my brain and putting it into order. It helps me get/stay organized.”
Jill B
Financial Cents vs UnCat Pricing
Financial Cents has four plans – Solo plan, Team plan, Scale plan and the Enterprise plan.
The Solo Plan is perfect for solo accountants and bookkeepers who want a simple way to stay organized, manage client work, and never miss a deadline. It includes features like workflow management, time tracking, invoicing & billing, client portal & client tasks. It costs $19/month – billed annually.
The Team plan includes all you need to hit your client deadlines with more visibility, collaboration and organization. It costs $49/month per user – billed annually and $69/month per user month – billed monthly.
The Scale plan has more advanced features such as the branded client portal, auto-follow ups for client tasks and more. It costs $69/month per user – billed annually and $89/month per user month – billed monthly.
The Enterprise Plan provides advanced support, security, and customization for large firms. It includes everything in the Scale Plan, plus enhanced security, custom permissions, webhooks, priority support, premium training, and a dedicated success manager. Contact sales for custom pricing.
Learn more about our pricing plans
UnCat has one plan.
Uncat costs $9/month per client for managing uncategorized transactions.
Loved by over 10,000 accountants, bookkeepers and CPAs
Financial Cents vs UnCat FAQs
UnCat is a niche tool designed specifically for managing uncategorized transactions in QuickBooks Online. Financial Cents is a full practice management software that handles uncategorized transactions plus workflow automation, accounting CRM system, billing, client portals, team collaboration, and more.
Financial Cents starts at $19/month for solo users and $49/month per user for teams, with unlimited clients included in every plan. This makes Financial Cents more scalable and cost-effective for growing firms. UnCat charges $9 per client per month, which can add up quickly as your firm grows. Financial Cents ReCats add-on feature $4/month per client.
Yes. UnCat is built entirely around uncategorized transactions. Financial Cents includes the ReCats feature, which imports uncategorized and booked transactions from QuickBooks Online and lets you reclassify them directly inside Financial Cents while also giving you visibility into all your other client work.
No. UnCat focuses only on uncategorized transactions. Financial Cents includes workflow automation, CRM, client requests, a client portal, email integration, and team collaboration tools, giving firms everything they need to manage client work from start to finish.
Financial Cents includes a built-in CRM, client portal, automated reminders, and email integration to centralize communication and make collaboration easier. UnCat doesn’t include CRM features.
UnCat doesn’t offer document management. Financial Cents offers unlimited document storage, plus integrations with Google Drive, OneDrive, and SmartVault for advanced document workflows.
Financial Cents integrates with QuickBooks, Zapier, SmartVault, Google Drive, OneDrive, and email platforms, giving firms more flexibility to connect their tech stack. UnCat has limited integrations, working mainly with QuickBooks Online.
UnCat doesn’t include time tracking or billing features. Financial Cents provides built-in time tracking, invoicing, and billing, so firms can manage projects and get paid without switching tools.
Financial Cents includes integrated email, allowing firms to send and receive client emails, keep a client-focused inbox, and ensure no communication slips through the cracks. UnCat does not support email management.
Yes, you can easily integrate your time tracking with QuickBooks OnlineUnCat works well if your only need is to clean up uncategorized transactions. Financial Cents is better for firms because it combines uncategorized transaction management with workflow, collaboration, CRM, billing, and reporting in one platform.. It will automatically push all the time tracked in FC to QuickBooks Online so you can easily invoice your clients and manage payroll.
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Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!