Circler
About Circler
Circler.io simplifies bookkeeping for small businesses and freelancers by automating receipt tracking, categorization, and financial reporting. With its user-friendly interface, users can easily manage their finances, freeing up time for business growth. Circler.io empowers users to streamline their financial processes efficiently.
Circler.io offers a free plan with essential features and a Pro tier for advanced functionality and tools. Users can upgrade anytime to gain access to features like receipt scanning, invoicing, and bank reconciliation—all supported by a 14-day free trial to explore the premium benefits.
Circler.io presents an intuitive user interface that enhances the bookkeeping experience. With a personalized dashboard and clear navigation, users find it easy to access features like real-time financial insights and automated categorization, ensuring a seamless, efficient browsing experience for effective financial management.
How Circler works
To get started with Circler.io, users sign up for a free account and undergo a straightforward onboarding process. Once set up, they can easily upload receipts via photos, enabling the AI to categorize expenses automatically. Users connect their bank accounts for live transaction sync, allowing them to manage their finances with real-time insights effortlessly.
Key Features for Circler
Effortless Receipt Scanning
Circler.io’s effortless receipt scanning feature allows users to snap photos of receipts, enabling instant data extraction and organization. This unique functionality saves time and reduces paperwork, streamlining the expense management process for small businesses and freelancers, enhancing their productivity significantly.
Smart Expense Categorization
With Circler.io's smart expense categorization, users benefit from an intelligent system that automatically sorts transactions using a pre-built Chart of Accounts. This feature simplifies financial management, ensuring accurate categorization while freeing users from tedious manual entry, leading to more efficient bookkeeping.
Instant Bank Sync & Reconciliation
The instant bank sync feature in Circler.io connects user bank accounts for live transaction updates. This functionality allows users to reconcile accounts in minutes, making it easier to maintain accurate financial records and fostering better financial oversight for busy small business owners.
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