Circler

What is Circler?

Circler.io is an AI-powered accounting software tailored to streamline bookkeeping tasks for small to medium-sized businesses and self-employed professionals. It acts as a proficient bookkeeper, simplifying functions such as receipt processing, compiling transactions, and documenting accounting journal entries. The platform automates tasks like automatic logging and categorization of transactions using AI technology, thereby enhancing efficiency and accuracy in expense tracking. Circler.io is designed to be user-friendly, with prompts that guide users through various operations without the need for an in-depth knowledge of accounting language.

Circler.io's mission is to simplify bookkeeping for freelancers and small businesses by providing an easy-to-use tool that offers clarity, efficiency, and peace of mind. The platform's values include building customer trust, making strategic decisions, and delivering customer value. With a focus on small businesses and freelancers who struggle with bookkeeping, Circler.io aims to save users time and money, allowing them to concentrate more on business growth.

In summary, Circler.io utilizes AI to automate tasks like receipt processing, transaction compiling, and accounting journal entry recording, making it beneficial for self-employed professionals and small to medium-sized businesses. The platform's user-friendly interface and personalized dashboard offer real-time financial insights and reports, empowering users to make informed decisions with ease .

Who created Circler?

Circler was created to simplify bookkeeping for freelancers and small businesses. It was launched on October 10, 2023. The company focuses on providing AI-powered solutions to streamline accounting tasks such as receipt processing, transaction compiling, and automating the recording of accounting journal entries. Circler.io aims to save time and money for businesses by offering various bookkeeping plans tailored for different needs. The platform is designed for small to medium-sized businesses and self-employed professionals, offering user-friendly prompts, real-time financial insights, and personalized financial dashboards to empower informed decision-making.

What is Circler used for?

• Automates receipt processing
• Compiles transactions automatically
• Automates recording of accounting journal entries
• User-friendly prompts
• Automatically sorts receipts
• Streamlines expenses tracking
• Easy review of transactions
• Efficient record management
• Safe record management
• Automatic transaction logging

Who is Circler for?

• Freelancers
• Small Business Owners
• Self-employed Professionals

How to use Circler?

To use Circler.io efficiently, follow these steps:

1. Sign Up: Create an account on Circler.io, choosing a suitable plan based on your business needs - Free, Pro, or Premium.

2. Upload Receipts: Utilize the OCR Receipts Scan feature to easily scan and digitize receipts, bills, and invoices. Circler.io automatically sorts and extracts information for accounting entries.

3. Expense Tracking: Let Circler.io handle expense tracking by automating receipt processing and transaction compiling, streamlining the entire process.

4. Automatic Categorization: Benefit from the Auto-Categorization feature with pre-made Chart of Accounts for automated expense categorization, which becomes more accurate with usage.

5. User-Friendly Interface: Explore the Non-Accountant Mode for a simplified understanding of accounting without complex terminology, making bookkeeping accessible to all users.

6. Financial Insights: Access real-time financial data through the personalized dashboard for clear financial analysis and informed decision-making.

7. Record Management: Easily manage account records by leveraging Circler.io's secure and encrypted receipt storage, ensuring safe and convenient data retrieval.

8. AI Bookkeeping Chatbot: Engage with the AI-powered chatbot for simplified transaction tracking and journal entries, providing efficient bookkeeping support.

9. Review and Confirm Entries: Use the intuitive interface to review and confirm entries, offering full control over your accounting books.

10. Continuous Improvement: Keep interacting with Circler.io to enhance its accuracy, reliability, and efficiency over time for seamless bookkeeping operations and financial management.

By following these steps, you can effectively utilize Circler.io for your bookkeeping needs and streamline your accounting processes.