Uncat handles chasing well. Clerai does chasing, categorization, and close.
Uncat is a focused, well-priced tool for one job: getting clients to respond to document requests. If that's the only pain you have, it's a reasonable choice at $9/client/month. Most firms we talk to also lose hours to transaction categorization and the month-end close itself. Uncat doesn't touch either.
What each tool actually covers
| Capability | Uncat | Clerai |
|---|---|---|
| Client document/receipt requests via link | ||
| Auto-reminders on open requests | ||
| AI transaction categorization | ||
| Per-client categorization rules that improve over time | ||
| Month-end close checklist & automated checks | ||
| Branded close-report PDF |
The "second subscription" math
A firm running Uncat for chasing still needs to categorize transactions and run its close somewhere else, usually by hand, or with a second tool. Clerai folds all three into one subscription, starting at $39/month for up to 5 clients.
Common questions
See Clerai's plans
Chasing, categorization, and close review in one subscription.
Also see the Double alternative and Dext alternative pages.
