Circler
About Circler
Circler.io revolutionizes bookkeeping for small businesses and freelancers by automating receipt tracking and financial reporting. Users enjoy real-time insights and effortless expense management through features like receipt scanning and bank synchronization. This innovative platform empowers users to focus on growing their business while eliminating tedious manual tasks.
Circler.io offers a free plan for users to start with essential features. For those seeking more advanced capabilities, the Pro plan unlocks receipt scanning, invoicing, and bank reconciliation, all available with a 14-day free trial. Experience streamlined accounting and boost your business financial management easily!
The user interface of Circler.io is designed for maximum efficiency. Its intuitive dashboard provides clear financial insights and seamless navigation through features such as expense categorization and bank connection. This user-friendly layout ensures that users can manage their bookkeeping tasks effortlessly, enhancing their overall experience on the platform.
How Circler works
Users start by signing up for Circler.io, where they can access a free plan to begin automating their bookkeeping tasks. After onboarding, users can easily connect their bank accounts for live transaction updates and start snapping photos of their receipts. The platform processes the data instantly, categorizing expenses intelligently and providing users with real-time financial insights. Navigating through the user-friendly dashboard allows for quick and easy reconciliation, empowering users to focus on growing their businesses with minimal bookkeeping effort.
Key Features for Circler
Effortless Receipt Scanning
Circler.io features effortless receipt scanning, allowing users to digitize and organize expenses quickly. By simply snapping a photo, the platform's AI extracts data from receipts, invoices, and bills. This unique capability saves time and reduces paper clutter, transforming bookkeeping into a hassle-free experience.
Smart Expense Categorization
Circler.io offers smart expense categorization with a pre-built Chart of Accounts tailored for small businesses. The intelligent system automatically categorizes expenses, minimizing manual entry and enhancing efficiency. This feature ensures users spend less time on bookkeeping and more on driving business growth by simplifying their financial management.
Instant Bank Sync
Circler.io provides instant bank synchronization, connecting users' accounts for live transaction updates. This unique feature allows for quick reconciliation of finances, ensuring users have accurate and up-to-date information. Simplifying the accounting process, this capability enhances financial oversight and fosters informed decision-making.
