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Circler.io

AI Bookkeeping Assistant

Automate your bookkeeping with Circler

Personal bookkeeper what accepts receipts and records accounting entries

One platform. Unlimited possibilities for all.

Simplify your expense tracking with Circler. Send receipts and let it automatically sort them and record accounting journal entries. Our UI makes it easier for you to review transactions. Easily create reports and financial analyses. Stay informed with up-to-date financial insights, making your business more efficient.

File upload OCR user interface

OCR Receipts Scan

Real-Time OCR AI Document Data Extraction invoices, bills, and receipts

Instantly Captures and Digitizes Receipts with OCR technology.
AI assistant creates journal entries from your prompts and scanned receipts.

Bookkeeping dashboard

Auto-Categorization

Pre-made Chart of Accounts for automated expense categorization

Utilizes AI for dynamic, learning-driven categorization

Spend less time on manual transaction data entry. Circler.io becomes more accurate and reliable the more you use it.

Nonaccountant Mode of Circler.io

Non-Accountant Mode

Non-Accountant Mode helps you understand accounting without using accounting language.

Designed to make bookkeeping accessible for all small business owners

User dashboard

Real-Time Financial Overview

Real-time Tracking for Top Expenses  and Financial insights

Easy to View Financial Statements.

Track Cash Flows: incoming, outgoing, and total flow

Accounting Chatbot panel

Secure Data Storage

Encrypted receipt storage for maximum security

Easy access and safe retrieval of receipts from cloud-based backups.

Easily access transaction records, receipt uploads, and chat interactions

Bookkeeping results

AI Bookkeeping Chatbot

A User-Friendly Chat Interface with an easy-to-use conversational chatbot.

Supports direct image uploads to improve record-keeping

Creates journal entries from User prompts

Simplifies review and approval of entries for precision

Revolutionize Your Accounting with AI-Powered Software

Unlock 97% Time Savings with Our AI Bookkeeping Assistant: Operating just like a skilled bookkeeper, it streamlines expense tracking, effortlessly generates reports, and precisely interprets receipts in response to your prompts. Circler is designed for small and medium-sized businesses and self-employed professionals.

Circler Software Dashboard

The Next-Generation AI Bookkeeping Assistant.

Your personal bookkeeper, Circler.io streamlines your accounting responsibilities with its user-friendly prompts. Circler efficiently translates simple prompts into structured data, seamlessly transforming receipts into organized expense journal entries. Keep recording your transactions with ease significantly simplifying the bookkeeping process.

 

Financial Data in real-time

Circler offers a user-friendly and personalized dashboard, offering clear, insightful financial analysis empowering you to make informed decisions with ease.
 

Circler accounting software reports image
  • Can I make and send invoices using Circler.io?
    The invoicing feature is coming soon to Circler.io. This exciting update will allow you to create and send custom, professional invoices, and sales receipts directly to clients, streamlining the payment process. Exclusive members will be the first to know and access this new feature!
  • What are my payment options?
    We accept all major credit cards, PayPal, Apple Pay, Google Pay, Link, and Cash App Pay.
  • Do you charge extra for support?
    No, all Circler.io plans include access to our customer support. The Premium offers dedicated support at no extra charge.
  • Can small business owners or freelancers with no accounting skills use Circler.io?
    Yes, absolutely. Circler.io is built for both accounting experts and those with no accounting background. Its user-friendly dashboard and intuitive features make it easy for anyone to manage their finances without needing a deep understanding of accounting principles.
  • How secure is my financial data with Circler.io?
    Security is our top priority. Circler.io uses advanced encryption and security protocols to keep your data safe. Your financial information is securely stored and accessible only to authorized users.
  • How do I choose the right plan for my business?
    Consider the volume of transactions, and the level of support you need. Our support team can offer personalized advice.
  • Do you require a contract?
    No, Circler.io does not require a long-term contract. Plans are subscription-based, allowing you the flexibility to upgrade, downgrade, or cancel at any time.
  • How does the OCR AI feature work?
    Our OCR (Optical Character Recognition) AI feature automatically extracts data from invoices, bills, and receipts. Just upload your document, and Circler.io will accurately capture and categorize the financial information in real time.

Ready to Simplify your Bookkeeping?

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