Circler
About Circler
Circler.io revolutionizes bookkeeping for small businesses and freelancers by automating essential tasks. Users simply upload receipts, and the innovative AI categorizes expenses, reconciles accounts, and offers real-time financial insights. This saves valuable time, empowers informed business decisions, and eliminates the hassle of manual bookkeeping.
Circler.io offers a free plan with essential features for small businesses. Users can upgrade to Pro for advanced capabilities like receipt scanning and invoicing, all with a 14-day free trial. The pricing is transparent, enabling users to choose the best plan for their accounting needs easily.
The user-friendly design of Circler.io ensures an intuitive experience with easy navigation and organized dashboards. With data visually presented, users can quickly access their financial insights and utilize features like receipt scanning seamlessly. Enhance your bookkeeping journey with Circler.io’s modern layout.
How Circler works
To use Circler.io, users start by signing up for a free account. The onboarding process guides them through connecting their bank accounts and familiarizing themselves with the dashboard. Users can then snap photos of receipts, which the AI processes for categorization. With features like automatic bank reconciliation and real-time financial insights, managing accounts becomes a breeze.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's Effortless Receipt Scanning allows users to simply snap photos of receipts, instantly extracting data for easy organization. This feature eliminates paper clutter while automating expense tracking, providing a seamless experience that is crucial for small business owners looking to streamline their finances.
Smart Expense Categorization
Smart Expense Categorization at Circler.io utilizes a pre-built Chart of Accounts designed for small businesses. This intelligent system automatically categorizes expenses, reducing manual data entry and errors, thus allowing users to focus more on growing their business instead of tedious bookkeeping tasks.
Instant Bank Sync
Circler.io’s Instant Bank Sync feature connects user bank accounts for live transaction updates. This capability simplifies reconciliation processes, enabling users to match transactions effortlessly. With just a few clicks, businesses can maintain accurate financial records and enjoy peace of mind with up-to-date insights.
