Circler
About Circler
Circler.io is an innovative AI bookkeeping solution tailored for small businesses and freelancers. Its user-friendly platform automates receipt scanning and expense categorization, allowing users to focus on growth rather than tedious bookkeeping tasks. Experience real-time financial insights and enhanced efficiency with Circler.io.
Circler.io offers a free plan and a Pro subscription, unlocking advanced features like receipt scanning and invoicing. The free plan allows users to categorize expenses effortlessly, while Pro users enjoy a 14-day trial for premium functionalities. Upgrade at any time for an enhanced bookkeeping experience.
The user interface of Circler.io is designed for seamless interaction, featuring a clean layout that enhances usability. Users can easily navigate through their financial data and access real-time insights through a personalized dashboard, ensuring a smooth experience while utilizing the platform's advanced features.
How Circler works
To get started with Circler.io, users sign up for a free plan, providing their basic information. Upon logging in, users can connect their bank accounts for instantaneous transaction updates and start uploading receipts. The AI handles expense categorization and reconciliation, delivering real-time financial insights for informed decision-making.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's receipt scanning feature allows users to simply snap a photo of their receipts. The platform's AI instantly extracts relevant data, digitizing expenses quickly and efficiently. This unique feature helps users save time and reduce manual data entry errors, streamlining their bookkeeping processes.
Smart Expense Categorization
With Circler.io, users can benefit from smart expense categorization using a pre-built Chart of Accounts designed specifically for small businesses. This intelligent system automatically categorizes expenses, ensuring accurate financial tracking and reducing the time spent on managing receipts and expenses.
Instant Bank Sync & Reconciliation
Circler.io features instant bank synchronization, allowing users to connect their bank accounts for live transaction updates. This functionality simplifies account reconciliation, enabling users to reconcile their financial data in minutes. It ensures users always have up-to-date information at their fingertips.
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