Circler

AI bookkeeping software that automates processes for small businesses and self-employed professionals.
August 15, 2024
Web App
Circler Website

About Circler

Circler.io is an innovative online bookkeeping platform designed for small businesses and freelancers. Its unique AI-driven receipt scanning and categorization features allow users to minimize manual data entry. With real-time financial insights and easy integration with bank accounts, Circler.io helps users focus on business growth while managing finances effortlessly.

Circler.io offers a free plan that provides essential bookkeeping features, perfect for small businesses and freelancers. Users can upgrade to Pro for advanced features like receipt scanning and bank reconciliation, available with a 14-day free trial. Experience hassle-free bookkeeping with Circler.io’s various pricing options.

Circler.io features a user-friendly interface with a clean layout, ensuring effortless navigation. The dashboard provides real-time financial insights and clear statements, enabling users to make informed decisions easily. With its intuitive design, Circler.io enhances the user experience, making bookkeeping smooth and efficient.

How Circler works

Users interact with Circler.io by signing up for a free plan, which includes essential bookkeeping tools. After onboarding, they can simply snap photos of receipts for AI data extraction. Circler.io automates expense categorization and allows for instant bank syncing, facilitating easy reconciliation and providing real-time financial insights.

Key Features for Circler

Effortless Receipt Scanning

Circler.io's effortless receipt scanning feature allows users to eliminate paper clutter and automate expense tracking. By simply snapping a photo, the platform’s AI extracts key data, saving users time and reducing the chance of errors. This innovative approach revolutionizes bookkeeping for small businesses and freelancers.

Smart Expense Categorization

With Circler.io's smart expense categorization, users can efficiently manage their finances. The platform features a pre-built Chart of Accounts tailored for small businesses, enabling automatic categorization of expenses. This functionality minimizes manual entry, streamlining the bookkeeping process for users and enhancing financial clarity.

Instant Bank Syncing

Circler.io's instant bank syncing feature connects user bank accounts, providing live transaction updates. This capability allows for quick and easy account reconciliation, reducing time spent on bookkeeping tasks. Users benefit from real-time insights into their finances, making informed business decisions easier than ever.

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