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Simple and Easy Bookkeeping Software
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.
OCR Receipts Scan
Instantly Captures and Digitizes Receipts with OCR technology.
AI assistant creates journal entries from your prompts and scanned receipts.
Auto-Categorization
Pre-made Chart of Accounts for automated expense categorization
Utilizes AI for dynamic, learning-driven categorization
Bank Connectivity
Connect to your bank account to import activity with easy categorization
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
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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
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
Hassle-Free Bookkeeping
Designed for Busy Professionals
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.
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.
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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!
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What are my payment options?We accept all major credit cards, PayPal, Apple Pay, Google Pay, Link, and Cash App Pay.
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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.
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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.
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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.
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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.
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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.
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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.
