Circler
About Circler
Circler.io is an intuitive bookkeeping platform designed for small businesses and freelancers. It automates tedious tasks like receipt tracking and transaction categorization, empowering users to focus on growth. With real-time financial insights and an easy-to-navigate dashboard, Circler.io transforms complex finances into manageable tasks.
Circler.io offers a free plan with basic features, including easy categorization and bank connections. Users can upgrade to Pro for advanced offerings like receipt scanning and invoicing, all with a 14-day trial. The flexible pricing allows businesses to choose the best fit for their needs.
The user interface of Circler.io is designed for simplicity and efficiency, providing an organized dashboard that enhances the browsing experience. Unique features like real-time financial insights and automated categorization ensure users can easily navigate and manage their bookkeeping tasks effortlessly.
How Circler works
To begin using Circler.io, sign up for a free plan and complete the onboarding process by connecting your bank accounts. Navigate through the user-friendly dashboard to access features like receipt scanning, categorization, and financial reporting. The platform automates many tasks, allowing users to effortlessly manage their finances while focusing on business growth.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's effortless receipt scanning feature allows users to snap photos of receipts for instant data extraction. This innovative functionality saves time, reduces clutter, and streamlines expense tracking, enabling small business owners to maintain organized finances effortlessly while using Circler.io.
Instant Bank Sync & Easy Reconciliation
With Circler.io's instant bank sync feature, users connect their bank accounts to receive live transaction updates. This feature simplifies reconciliation, allowing businesses to review and reconcile their accounts quickly and accurately, enhancing overall financial management efficiency.
Smart Expense Categorization
Circler.io features smart expense categorization that uses a pre-built Chart of Accounts tailored for small businesses. This intelligent system automatically categorizes expenses, minimizing the time spent on bookkeeping and helping users maintain clear, organized financial records effortlessly.
