Circler

Circler.io is a revolutionary AI bookkeeping software designed to automate the accounting process for small and medium-sized businesses, as well as self-employed professionals. With its powerful Optical Character Recognition (OCR) technology, Circler.io instantly captures and digitizes invoices, bills, and receipts, allowing for accurate and fast data entry. The platform's auto-categorization feature harnesses AI to learn and improve expense categorization, reducing the need for manual transaction data entry. For those without accounting expertise, the software offers a Non-Accountant Mode, simplifying the bookkeeping process by using everyday language. Users benefit from a real-time financial overview with key metrics and easy-to-view financial statements, all securely stored with encrypted cloud-based backups. The AI Bookkeeping Chatbot further enhances user experience with a conversational interface, simplifying receipt uploads and journal entry review. Circler.io is the next-generation solution to unlock significant time savings and streamline accounting responsibilities with ease and confidence.

Key Features

• Optical Character Recognition (OCR): Instantly captures and digitizes receipts using OCR technology.

• Auto-Categorization: Utilizes AI for dynamic, learning-driven automated expense categorization.

• Non-Accountant Mode: Simplifies bookkeeping with user-friendly, non-technical language.

• Real-Time Financial Overview: Offers a dashboard with financial insights and easy-to-view statements for informed decision-making.

• AI Bookkeeping Chatbot: Provides a conversational chatbot for easy record-keeping and journal entry creation.

FAQ

What is Circler.io and who is it for?

Circler.io uses AI to automate bookkeeping tasks, such as receipt scanning with OCR, auto-categorization of expenses, and creating journal entries based on user prompts. It's designed for small to medium-sized businesses and self-employed professionals.

Does Circler.io offer technology for digitizing receipts?

Yes, Circler.io offers OCR technology that automatically captures and digitizes invoices, bills, and receipts, making data entry fast and accurate.

Does Circler.io have an option for users without accounting knowledge?

Circler.io has a Non-Accountant Mode which makes bookkeeping understandable without the need for accounting terminology.

Is the data stored in Circler.io secure?

Yes, all data in Circler.io is protected with encrypted storage, ensuring that your financial information and receipts are secure.

How do I start using Circler.io and what does it cost?

You can get started with a free plan by signing up on the Circler.io website. There are also other plans available; you can contact Circler.io for more pricing information.