Circler

What is Circler?

Circler.io is an AI-powered accounting software designed to streamline bookkeeping tasks for small to medium-sized businesses and self-employed professionals. It serves as a skilled bookkeeper, simplifying operations like receipt processing, transaction compiling, and recording accounting journal entries. The platform utilizes AI to automate various accounting tasks, such as automatic receipt processing, transaction compiling, and efficient categorization of transactions based on user-friendly prompts. Circler.io is user-friendly and tailored to be accessible even for non-accountants, offering a simplified approach to bookkeeping tasks without requiring extensive accounting knowledge.

Who created Circler?

Circler was created by a team with a mission to simplify bookkeeping for freelancers and small businesses. The platform was launched on October 10, 2023. The company values include building customer trust, making strategic decisions, and delivering customer value. Circler aims to provide clarity, efficiency, and peace of mind to its users through automated categorization of transactions, generating journal entries, and offering real-time financial updates.

Who is Circler for?

• Small Business Owners
• Freelancers
• Self-employed Professionals

How to use Circler?

To use Circler effectively, follow these steps:

1. Receipt Processing: Upload invoices and receipts to Circler for easy processing.

2. Transaction Management: Utilize Circler to compile and categorize transactions automatically using its AI-powered technology.

3. Expense Tracking: Streamline expense tracking by allowing Circler to automate receipt processing and record relevant accounting entries.

4. Financial Insights: Access real-time financial data through a personalized dashboard, enabling you to make informed decisions.

5. User-Friendly Prompts: Benefit from intuitive prompts that guide you through various accounting operations without needing prior accounting knowledge.

6. Confirmation of Transactions: Easily review and confirm transactions within Circler's user-friendly interface.

7. Financial Reports: Generate and export financial reports to Excel for detailed analysis.

8. Secure Data Handling: Securely store and manage your financial records using Circler's encrypted storage feature.

9. Customization: Enjoy features like automatic transaction logging, personalized financial analysis, and simplified bookkeeping tailored for small to medium-sized businesses and self-employed professionals.