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

CapabilityUncatClerai
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.