Circler
About Circler
Circler.io is designed for small businesses and freelancers, providing effortless AI bookkeeping. Its innovative receipt scanning feature digitizes expenses instantly, reducing manual efforts. Users can monitor financial health in real-time, streamline tax preparation, and focus more on business growth, solving common bookkeeping challenges effectively.
Circler.io offers a free plan with essential bookkeeping features. Users can upgrade to Pro for advanced capabilities like receipt scanning, invoicing, and bank reconciliation. The Pro plan includes a 14-day free trial, allowing users to explore enhanced features, making bookkeeping simpler and more efficient.
Circler.io features a user-friendly interface designed for seamless navigation and quick access to essential functions. Its organized layout empowers users to manage bookkeeping tasks effortlessly, while unique features like real-time insights promote effective financial management. This design enhances the overall user experience, making bookkeeping intuitive.
How Circler works
Users start by signing up for Circler.io, choosing either the free or Pro plan. After onboarding, they can connect their bank accounts for automatic transaction updates. Users simply snap photos of receipts for the AI to categorize expenses. They can generate reports and monitor their financial health via a personalized dashboard, making bookkeeping a breeze.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's Effortless Receipt Scanning feature allows users to quickly digitize their receipts. By simply snapping a photo, the AI extracts data, categorizing expenses automatically. This unique capability saves time and reduces errors, making bookkeeping far more efficient for small business owners and freelancers alike.
Smart Expense Categorization
Circler.io offers Smart Expense Categorization that utilizes an intelligent system to organize transactions effortlessly. Tailored for small businesses, this feature automatically assigns expenses to a pre-built Chart of Accounts, allowing users to focus on growth rather than manual bookkeeping tasks, enhancing overall productivity.
Instant Bank Sync
Circler.io provides Instant Bank Sync, ensuring live transaction updates by connecting users' bank accounts. This unique feature allows for easy account reconciliation in just a few clicks, helping users maintain up-to-date financial records with minimal effort and reducing the risk of discrepancies over time.
