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 is an innovative bookkeeping platform designed for small businesses and freelancers. Our AI-driven software automates receipt tracking and categorization, allowing users to manage finances easily and efficiently. With real-time financial insights and user-friendly dashboards, Circler.io empowers businesses to focus on growth rather than bookkeeping tasks.

Circler.io offers a free plan with the option to upgrade to Pro anytime. The free plan includes receipt tracking and expense categorization, while Pro users gain access to advanced features like invoicing and bank reconciliation, all backed by a 14-day free trial to maximize user value and experience.

Circler.io features a user-friendly interface designed for seamless navigation. Its intuitive layout provides effortless access to key functionalities such as receipt scanning and financial insights. Users can easily manage tasks through the clean design, enhancing the overall experience and efficiency of financial management.

How Circler works

To start using Circler.io, users sign up for a free plan and connect their bank accounts for live transaction updates. The software enables effortless receipt scanning, where users simply snap photos, allowing AI to extract relevant data. Users then categorize expenses and access real-time financial insights, all while enjoying enhanced ease of use and efficiency.

Key Features for Circler

Effortless Receipt Scanning

Circler.io's receipt scanning feature allows users to snap photos of receipts, instantly digitizing and organizing their expenses. This unique function integrates AI, extracting data quickly and efficiently, saving time, and minimizing paper clutter for small business owners and freelancers.

Smart Expense Categorization

With Circler.io’s smart expense categorization, users benefit from a pre-built Chart of Accounts tailored specifically for small businesses. This feature automates the categorization of expenses, allowing users to spend less time on bookkeeping and focus more on growing their business.

Real-Time Financial Insights

Circler.io provides real-time financial insights, enabling users to monitor cash flow and top expenses instantly. This feature promotes informed financial decisions by giving users access to clear and concise financial statements anytime, making it indispensable for proactive business management.

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