Circler
About Circler
Circler.io simplifies bookkeeping for small businesses and freelancers by automating processes like receipt tracking and transaction categorization. Its innovative AI technology allows users to snap photos of receipts, saving time and reducing errors. Enjoy real-time financial insights and secure data storage for informed decision-making.
Circler.io offers a free plan with essential features for automating bookkeeping, plus Pro upgrades for advanced tools like invoicing and receipt scanning. Users can try Pro features with a 14-day free trial, making it easy to scale as business needs grow.
The user interface of Circler.io is designed for simplicity and efficiency. Its intuitive layout ensures seamless navigation through financial insights and bookkeeping tasks. Unique features like real-time data access and easy categorization enhance the user experience, allowing small business owners to manage their finances effortlessly.
How Circler works
Users start by signing up on Circler.io and selecting a free plan to access essential bookkeeping tools. After onboarding, they connect their bank accounts for live transaction updates and can easily upload receipt photos for automated data extraction. The streamlined dashboard provides insights into cash flow and expenses, enabling users to spend less time on bookkeeping and more on growing their business.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's effortless receipt scanning feature allows users to snap photos of their receipts, letting AI handle data extraction. This unique capability eliminates paper clutter and provides rapid organization of expenses, ultimately saving users time while enhancing accuracy in their bookkeeping tasks.
Smart Expense Categorization
With smart expense categorization, Circler.io utilizes a pre-built Chart of Accounts tailored for small businesses. This feature automatically categorizes expenses, reducing manual effort and allowing users to focus on what truly matters—growing their business while maintaining accurate financial records.
Instant Bank Sync
The instant bank sync feature of Circler.io enables users to connect their bank accounts for live transaction updates. This powerful functionality streamlines the reconciliation process, allowing users to reconcile accounts in minutes rather than hours, thereby improving overall efficiency in bookkeeping tasks.
