Circler
About Circler
Circler.io streamlines bookkeeping for small businesses and freelancers through effortless automation. Users can easily track receipts, categorize transactions, and generate financial reports in real time. Unique AI technology enables fast data extraction and categorization, solving the problem of time-consuming manual bookkeeping tasks while enhancing decision-making.
Circler.io offers a free plan that includes basic bookkeeping features. Users can upgrade to the Pro plan anytime to unlock advanced features like receipt scanning, invoicing, and bank reconciliation, all with a 14-day free trial. Enjoy greater financial control and efficiency with each subscription tier.
Circler.io features a user-friendly dashboard that ensures seamless navigation and an intuitive browsing experience. The layout allows users to access financial insights easily while showcasing innovative features like real-time cash flow monitoring and automated expense categorization, making managing finances simpler and more effective.
How Circler works
Users sign up for Circler.io and start their free plan, allowing them to upload receipts via photo for instant data extraction. The platform automatically categorizes expenses using an intelligent system. Users can connect their bank accounts for real-time updates and effortlessly reconcile their accounts, freeing them to focus on growing their businesses instead of bookkeeping.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's effortless receipt scanning feature simplifies expense management. Users can snap photos of their receipts, and Circler.io's AI extracts data in seconds, ensuring accurate categorization and organization. This innovative solution saves time and reduces errors, making bookkeeping hassle-free and efficient for small businesses.
Instant Bank Sync
Circler.io offers instant bank sync that provides users with real-time transaction updates. By connecting their bank accounts, users can reconcile transactions quickly and accurately, enhancing financial management. This unique feature saves time and helps users maintain up-to-date financial records with ease.
Professional Invoicing
Circler.io includes a professional invoicing feature that allows users to create and send polished invoices in minutes. This functionality simplifies payment tracking and ensures users get paid faster by integrating with Stripe, making financial interactions seamless and efficient for small businesses.
