Circler

Circler.io is an AI-powered accounting software that aims to revolutionize bookkeeping for small to medium-sized businesses and self-employ...

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What is Circler?

Circler is an AI-powered purchase reconciliation software purpose-built for the ticket industry, specifically designed for ticket brokers, resellers, and businesses handling high-volume ticket transactions. The tool automates the matching of ticket purchases from email confirmations and bank data, eliminating hours of manual Excel work and reducing reconciliation time by at least 50%.

Key features include AI Agent Matching that accurately matches each ticket to the right transaction even when multiple orders have the same amount, seamless CSV upload for importing transaction data from ticket management platforms, automatic email processing through auto-forwarding that captures every detail from seat numbers to purchase amounts, direct refund linking that connects refunds to original purchases, and comprehensive purchase reconciliation that auto-matches imported data rows to inventory and bank activity.

Circler is specifically designed for ticket resellers, ticket brokers, and back-office teams in the ticketing industry who handle thousands of transactions daily. The platform addresses unique challenges like high-volume purchases, lost inventory identification, and the need to track missing inventory. Users have reported reducing their reconciliation team from 3 people to just 1 person thanks to the AI efficiency.

The tool provides real-time visibility into matched refunds and purchases, CSV reports for faster transparent reconciliation, and a unified dashboard where everything is in one place. It connects directly to bank accounts and processes forwarded emails automatically, eliminating the need to juggle spreadsheets or reconcile accounts in multiple solutions.

Circler pricing

Pricing model: Free

Circler offers a 14-day free trial with full access, no risk, and the ability to cancel anytime. Three paid plans are available: Lite at $125/month (or $1,500/year = $1,375 with one month free), Pro at $175/month (or $1,925/year = $2,100 with one month free), and Advanced at $300/month (or $3,300/year = $3,600 with one month free). All plans are currently Skybox supported. Annual billing saves one month of cost compared to monthly billing.

Circler pros

  • Cuts reconciliation time by 50% using AI Matching
  • Purpose-built specifically for ticket industry resellers
  • AI automatically matches transactions even with identical amounts
  • Direct refund linking to original purchases for accurate tracking
  • Automatic email processing via auto-forwarding setup
  • Seamless CSV upload from ticket management platforms
  • Reduces reconciliation team from 3 people to 1 person
  • All data in one place - no juggling multiple spreadsheets
  • Auto-matches purchases to bank activity instantly
  • Eliminates manual Excel work entirely
  • Clear visibility of which purchase each refund belongs to
  • Records seat numbers and purchase amounts automatically
  • CSV reports make reconciliation transparent and error-free
  • Connects banks and forwards emails - quick setup
  • Identifies missing inventory automatically
  • No more guesswork in transaction matching

Circler cons

  • Only supports Skybox platform currently
  • Built specifically for ticket industry - not generic accounting
  • No free tier - only 14-day free trial
  • Minimum monthly cost is $125 for Lite plan
  • Not HIPAA or FISMA compliant for regulated industries
  • Primarily designed for high-volume ticket brokers
  • Annual billing required for best pricing (one month free)
  • Limited to ticket reseller use case

Frequently asked questions about Circler

What is Circler and what does it do?

Circler is an AI-powered purchase reconciliation software purpose-built for the ticket industry. It auto-matches ticket purchases from emails and bank data, eliminating hours of manual reconciliation. The tool helps ticket brokers track inventory, match transactions, and eliminate manual errors so they can focus on growing their business.

How much time does Circler save on reconciliation?

Users report saving more than 50% of their time performing reconciliation using AI Matching, significantly outperforming competitor solutions. Some customers have successfully reduced their reconciliation team from 3 people to just 1 person thanks to the efficiency of the AI agent.

How does the AI Agent Matching work?

The AI Agent Matching processes data from auto-forwarded emails to accurately match each ticket to the right transaction. Even if multiple orders have the same amount, Circler figures out which transaction is which, eliminating guesswork and ensuring accurate one-on-one matching.

What industries is Circler built for?

Circler is built specifically for the ticket industry, including ticket resellers and ticket brokers. Unlike generic accounting software, the platform addresses unique challenges of high-volume ticket purchases and inventory management that ticket brokers face daily.

How do I set up email processing in Circler?

Simply set up auto-forwarding for your ticket purchase emails to Circler. The system automatically records every detail from seat numbers to purchase amounts and provides smarter matches. This eliminates the need to manually enter purchase details or search through your inbox when reconciling accounts.

How does refund tracking work in Circler?

Circler offers direct refund linking that connects refunds directly to their original purchases for accurate, hassle-free tracking. All matched refunds are clearly visible and connected, so you always know which purchase each refund belongs to. Refunds are included in CSV reports for faster, transparent, error-free reconciliation.

What is included in the 14-day free trial?

The 14-day free trial includes full access to all Circler features with no risk and the ability to cancel anytime. This allows you to experience the complete reconciliation software including AI Matching, email processing, purchase reconciliation, and refund tracking before committing to a paid plan.

What ticket management platforms does Circler support?

Circler currently supports Skybox platform. Users can import transaction data from their ticket management platform via seamless CSV upload, and the system automatically matches each purchase to bank activity.

How does CSV upload work in Circler?

Circler allows seamless CSV upload where you import transaction data from your ticket management platform. The system automatically matches each purchase to your bank activity and auto-matches imported data rows to inventory in the system and bank activity, reducing errors and saving time.

What are the pricing plans and which is best for my business?

Circler offers three plans: Lite at $125/month for smaller operations, Pro at $175/month for growing businesses, and Advanced at $300/month for high-volume operations. All plans include full reconciliation features with annual billing offering one month free. The 14-day free trial lets you test all features before choosing.

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