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 streamlines bookkeeping for small businesses and freelancers, offering automated receipt tracking and transaction categorization. With real-time financial insights and intuitive features, it empowers users to manage their finances effectively. Experience effortless bookkeeping and focus on business growth with Circler.io.

Circler.io features a free plan for basic bookkeeping needs, allowing users to upgrade to Pro for advanced features, including receipt scanning and invoicing. Enjoy a 14-day trial when upgrading, benefiting from enhanced financial management tools tailored for small businesses and freelancers.

Circler.io boasts a user-friendly interface, designed to simplify bookkeeping tasks for small business owners. Its intuitive layout ensures seamless navigation through features like receipt scanning and expense categorization, allowing users to manage their finances effectively and make informed decisions with ease.

How Circler works

Users begin by signing up for a free plan on Circler.io, where they can connect their bank accounts for live transaction updates. The platform automatically categorizes expenses and offers real-time financial insights through a personalized dashboard. Users can easily scan receipts and generate professional invoices, streamlining their bookkeeping process effectively.

Key Features for Circler

Effortless Receipt Scanning

Circler.io’s effortless receipt scanning enables users to snap photos of receipts and let AI extract data instantly. This unique feature eliminates paper clutter and transforms expense tracking into a quick and easy task, significantly improving bookkeeping efficiency for small businesses and freelancers.

Smart Expense Categorization

With Circler.io, users benefit from smart expense categorization, allowing the intuitive system to automatically classify expenses using a pre-built Chart of Accounts tailored for small businesses. This feature saves time and reduces human error, facilitating better financial management and growth.

Instant Bank Sync

Circler.io's instant bank sync feature connects users' bank accounts, providing live transaction updates. This unique offering simplifies account reconciliation, allowing users to manage their finances in real-time with just a few clicks, ensuring accuracy and efficiency in bookkeeping practices.

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