Circler
About Circler
Circler.io provides an innovative AI-driven bookkeeping solution for small businesses and freelancers. Users can automate receipt tracking, transaction categorization, and financial reporting seamlessly. With a user-friendly dashboard and real-time insights, Circler.io empowers users to streamline finances and focus on business growth, solving common bookkeeping pain points.
Circler.io features a free plan for basic bookkeeping needs, with the Pro offering advanced features like receipt scanning and invoicing for a nominal fee. Users can easily upgrade at any time, enjoying a 14-day free trial of Pro features. Flexible pricing allows businesses to scale as needed.
Circler.io boasts a clean and intuitive user interface designed for simplicity and efficiency. The user-friendly layout facilitates seamless navigation of its features, ensuring that users can easily access crucial financial insights and bookkeeping tools. This focus on user experience enhances engagement and makes financial management hassle-free.
How Circler works
Users begin by signing up for Circler.io, selecting either a free plan or opting for Pro features with a free trial. The onboarding process is straightforward, guiding users to connect their bank accounts and upload receipts via photo. The intelligent system then categorizes transactions automatically, allowing users to monitor financial health with real-time updates and insights.
Key Features for Circler
Effortless Receipt Scanning
With Circler.io's Effortless Receipt Scanning feature, users can simply snap a photo of receipts. The AI instantly extracts data, digitizing and organizing expenses in seconds. This unique functionality alleviates the burden of paper clutter and enhances efficiency in managing finances.
Instant Bank Sync
Circler.io's Instant Bank Sync feature provides live transaction updates, allowing users to connect their bank accounts seamlessly. This unique capability simplifies account reconciliation, enabling businesses to reconcile their financial records in minutes, reducing time spent on monotonous tasks.
Smart Expense Categorization
Circler.io's Smart Expense Categorization leverages an intelligent system to automatically organize expenses. Users can utilize a pre-built Chart of Accounts specifically designed for small businesses, significantly reducing the time spent on bookkeeping while ensuring accuracy and efficiency in financial management.
