Circler
About Circler
Circler.io is designed for small business owners and freelancers, aiming to simplify bookkeeping and financial management. With features like real-time financial insights and automated expense categorization, it empowers users to make informed decisions, reducing time spent on tedious bookkeeping tasks.
Circler.io offers a free plan with essential features and a Pro tier with advanced tools. Users can upgrade anytime to access options like receipt scanning and bank reconciliation. Enjoy a 14-day free trial on the Pro plan to experience enhanced bookkeeping capabilities without commitment.
Circler.io provides an intuitive user interface with a personalized dashboard that enhances the user experience. Its layout ensures seamless navigation through features, allowing users to easily access financial insights and tools tailored for efficient bookkeeping, making it simple even for non-accountants.
How Circler works
Users begin by signing up for Circler.io's free plan, where they can easily upload receipts and connect bank accounts. The AI-driven software categorizes transactions and provides instant financial insights. With an intuitive dashboard, users can navigate through features for seamless bookkeeping and real-time updates on their finances.
Key Features for Circler
Automatic Expense Categorization
Circler.io's automatic expense categorization is a standout feature that saves users time by intelligently sorting expenses based on a personalized Chart of Accounts. This unique functionality allows small business owners to focus on growth while ensuring accurate financial management without manual effort.
Effortless Receipt Scanning
With Circler.io, users can snap photos of their receipts, allowing the AI to extract relevant data instantly. This effortless receipt scanning feature eliminates paper clutter, streamlining expense tracking and ensuring that all financial information is organized and easily accessible for users.
Real-Time Financial Insights
Circler.io delivers real-time financial insights, empowering users to monitor cash flow and expenses at any moment. This unique capability enables small business owners to make quick, informed decisions by providing up-to-date financial data tailored to their specific needs.
