Circler Portal is an AI-powered receipt bookkeeping platform for brokers. It can scan receipts and create transactions for each item on the receipt. You can easily automate entry into your bookkeeping system, generate expense reports, and keep on top of your finances. Moreover, it also helps with reconciling purchase orders written on receipts and providing real-time profit visibility. It also excludes the need for manual Excel or sheets work by integrating email-based booking and bank data imports, making it an ideal solution for managing expiring inventory and complex ticket transactions.
Circler Portal Review Summary Performance Score
A
Circler Portal AI Quality
Good
Interface
Intuitive broker-friendly
Circler Portal Technology
- Artificial Intelligence
- Machine Learning
- Cloud-based
Purpose of Tool
Accounting solution for ticket brokers to track profits and manage inventory in real-time
Compatibility
Web browsers integrate (accounts and ticket platforms)
Pricing
Free
Scalability
High, with an extensive video library
Who is Best for Using Circler?
- Ticket brokers: Perfect for those handling thousands of daily transactions and needing real-time profit insights.
- Small business owners: For managing high-volume sales without a dedicated accounting team.
- Freelance individuals: Seeking to simplify bookkeeping for ticket reselling.
- Industry professionals: Such as local shops needing precise financial tracking of expiring inventory.
Circler Portal Key Features Email-Based Booking
Automatic Transaction Logging
Real-Time Profit Tracking
Seamless CSV Upload
Record Purchase & Sales Details
Addressees High-Volume Sales
Is Circler Portal Free?
No, Circler is a paid tool. As mentioned on their website, you have to book a demo to get a quote. Click on Book a Demo to fill out your information, and they will contact you soon.
Circler Portal Pricing Plans
Circler Portal offers a demo-based pricing structure, and interested users can book a demo to get personalized pricing details.
Circler Portal Pros & Cons
Automates tedious bookkeeping tasks
Real-time profit visibility
Seamless bank and email integration with accounting and ticketing platforms reduces errors
User-friendly interface functionality
Pricing opacity may deter small-scale users
Limited only to the ticket brokerage niche
