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 |
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| 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
Pros
- Automates tedious bookkeeping tasks
- Real-time profit visibility
- Seamless bank and email integration with accounting and ticketing platforms reduces errors
- User-friendly interface functionality
Cons
- Pricing opacity may deter small-scale users
- Limited only to the ticket brokerage niche
FAQs
How long does it take to process transactions on Circler?
Transactions update instantly upon email forwarding or CSV upload, providing real-time insights with minimal delay.
Can I use Circler without integrating my bank?
Yes, but we do not emphasize manual entry. Full functionality of Circler relies on connecting bank accounts for automatic reconciliation.
How secure are my financial records on Circler?
As a cloud-based platform, it likely uses standard encryption, though specific security details aren’t provided on the site.
Can Circler handle large transaction volumes?
Yes, it’s designed for high-volume ticket brokers. It is currently managing thousands of daily transactions.
