Circler
About Circler
Circler.io streamlines bookkeeping for small businesses and freelancers through AI-driven automations. Users can effortlessly scan receipts, categorize expenses, and access real-time financial insights via a user-friendly dashboard. With features tailored for non-accountants, Circler.io empowers users to focus on business growth while managing finances with ease.
Circler.io offers a free plan perfect for small businesses, enabling users to manage bookkeeping without upfront costs. The Pro plan, available at any time, unlocks advanced features like receipt scanning and invoicing with a 14-day free trial, making it easy to upgrade for added benefits and enhanced functionality.
Circler.io's intuitive design ensures a seamless user experience, with an organized layout for easy navigation. Users enjoy a personalized dashboard, quick access to key features, and simple tools that enhance financial management. The website prioritizes user-friendliness, allowing efficient bookkeeping without overwhelming complexities.
How Circler works
To get started with Circler.io, users sign up and can immediately access the free plan. The onboarding process includes connecting their bank accounts for live updates. Users can then effortlessly scan receipts using their mobile device, allowing the AI to extract data automatically. The platform categorizes expenses and provides instant financial insights through a dashboard, making financial management smooth and straightforward.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's effortless receipt scanning feature enables users to simply take a photo of their receipts. The AI technology accurately extracts essential data in seconds, turning paper clutter into organized digital records. This innovative feature helps users save time and reduce errors, streamlining their expense management process.
Smart Expense Categorization
With Circler.io, smart expense categorization is automatic and efficient. The platform uses a pre-built Chart of Accounts specifically tailored for small businesses, allowing users to save time on manual entries. This feature helps maintain accurate financial records, enabling better insights into spending and budgeting.
Instant Bank Sync & Easy Reconciliation
Circler.io offers instant bank sync and easy reconciliation, connecting users' bank accounts for real-time transaction updates. This unique feature allows users to reconcile accounts quickly, minimizing discrepancies and ensuring accurate financial records. This efficiency boosts confidence in financial data, facilitating informed decision-making.
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