Circler
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About
Circler is an AI bookkeeping software designed to automate bookkeeping tasks for freelancers and small businesses. It features real-time OCR scanning for invoices, bills, and receipts, creating automated journal entries from scanned documents and user prompts. Circler also offers dynamic expense categorization, a non-accountant mode to simplify financial terms for users, a secure cloud storage for receipts, and a user-friendly chatbot for assistance. The tool enhances financial visibility with real-time dashboards and offers a range of pricing plans tailored to different needs from freelancers to established businesses, promoting efficiency and accuracy in bookkeeping processes.
Platform
Task
Features
• real-time financial overview
• cash flow tracking
• easy financial statement generation
• ai bookkeeping chatbot
• encrypted data storage in the cloud
• user-friendly non-accountant mode
• auto-categorization of expenses
• automated journal entry creation
• real-time ocr document data extraction
Pricing Plans
Free
Free Plan• Automated invoices, bills & receipts processing
• Accrual basis bookkeeping
• Standard chart of accounts
• Unlimited secured storage
• Email support
• Real-time financial dashboard
• Financial report generation and Excel export
• AI bookkeeper chats
Pro
USD35.00 / per month• Automated invoices, bills & receipts processing
• Accrual basis bookkeeping
• Custom chart of accounts
• Unlimited secured storage
• Email support
• Real-time financial dashboard
• Financial report generation and Excel export
• AI bookkeeper chats
• Unlimited transactions
Premium
USD90.00 / per month• Automated invoices, bills & receipts processing
• Accrual basis bookkeeping
• Custom chart of accounts
• Unlimited secured storage
• Dedicated support & white glove onboarding
• Real-time financial dashboard
• Financial report generation and Excel export
• AI bookkeeper chats
• Unlimited transactions
• Comprehensive monthly bookkeeping service
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