Circler
About Circler
Circler.io is a revolutionary bookkeeping platform for small businesses and freelancers, streamlining financial tasks like receipt tracking and categorization. With innovative AI-driven receipt scanning and secure data storage, Circler.io empowers users to focus on growth, transforming hours of bookkeeping into minutes, making financial management effortless.
Pricing at Circler.io includes a free plan with easy categorization and bank connections. Users can upgrade to Pro for advanced features like receipt scanning and invoicing, all within a 14-day free trial. This flexibility allows businesses to choose a plan that fits their unique bookkeeping needs.
Circler.io features a user-friendly interface with an intuitive layout that enhances the browsing experience. The personalized dashboard provides clear financial insights, making it easy for users to navigate through features while enjoying efficient bookkeeping. This design ultimately simplifies financial management for small businesses.
How Circler works
Users start by signing up for Circler.io’s free plan, allowing seamless integration with bank accounts. Upon logging in, they can easily upload receipts via the intuitive mobile interface. The platform automatically categorizes expenses, provides real-time financial insights, and simplifies invoicing, ensuring users manage their finances effortlessly.
Key Features for Circler
Effortless Receipt Scanning
Circler.io's effortless receipt scanning feature allows users to quickly digitize receipts by snapping a photo. This unique aspect utilizes advanced AI technology to extract relevant data, saving users time and reducing paper clutter, ensuring efficient expense management at their fingertips.
Instant Bank Sync
With Circler.io's instant bank sync feature, users can connect their bank accounts for live transaction updates, making reconciliation a breeze. This functionality enhances financial monitoring and saves users valuable time, enabling a clear view of their business's financial health in real time.
Smart Expense Categorization
The smart expense categorization feature at Circler.io automatically categorizes transactions using a pre-built Chart of Accounts tailored for small businesses. This ensures that users spend less time organizing finances and more time growing their business, improving overall productivity and financial clarity.
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