Circler
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About
Circler is a purpose-built reconciliation platform designed specifically for the high-volume ticket industry. It addresses the significant administrative burden faced by ticket brokers and resellers who must manually match thousands of daily transactions across bank statements, credit card charges, and various ticket management systems. By automating the backend reconciliation process, the tool helps businesses identify missing inventory and ensure that every purchase made is accounted for in their primary inventory management software. The platform was developed by a founder with extensive experience as an auditor at E&Y and as a corporate accountant at a New York-based private equity firm, ensuring it adheres to rigorous financial standards while remaining user-friendly for non-accountants. The platform leverages sophisticated AI-driven Agent Matching to cross-reference data from multiple disparate sources, including live bank connections, inventory exports, and incoming purchase order emails. When a match is found, the system links refunds directly to their original purchases, providing a clear audit trail and simplifying refund tracking. The software integrates with third-party APIs like Skybox to pull data directly into the dashboard, while automated categorization and bank feed connections eliminate the need for manual data entry in Excel spreadsheets. This automation is designed to cut down reconciliation hours by approximately 50%, allowing teams to move away from the stress of manual verification. This tool is ideal for ticket industry professionals, specifically back-office teams and business owners who handle high transaction volumes and complex refund scenarios. It is particularly beneficial for those using Skybox for inventory management who find that manual reconciliation is taking up several hours of their team's daily schedule. Small to medium-sized ticket brokerage firms can leverage the platform to scale their operations without necessarily increasing their administrative headcount. By providing a centralized dashboard for viewing and managing refunds and connected purchases, it enables teams to focus on strategic growth and inventory acquisition rather than time-consuming data entry and error correction. What distinguishes Circler from general-purpose accounting software is its industry-specific focus and its unique ability to process purchase order emails automatically. While standard bookkeeping tools might handle general ledger entries or bank feeds, Circler understands the specific workflow of a ticket reseller, including the nuances of purchase order matching and the critical need to identify missing inventory items before they impact profitability. The software's ability to offer transparent, error-free CSV reports makes it a valuable asset during audit cycles. By bridging the gap between financial statements and ticket inventory management, Circler provides a level of clarity and peace of mind that generalized financial platforms often cannot deliver for this niche market.
Pros & Cons
Reduces manual reconciliation time by up to 50% using AI matching suggestions.
Directly links refunds to original purchases for transparent audit trails.
Automates the extraction of purchase data from emails to eliminate manual entry.
Provides seamless integration with the Skybox API for ticket inventory data.
Offers a 14-day free trial with full access to test all features risk-free.
API integration is currently limited to the Skybox platform.
Monthly entry limits on the Lite and Pro plans may require additional usage fees.
Dedicated onboarding is restricted to the highest-tier Advanced plan.
Does not offer priority support for lower-tier Lite plan users.
Use Cases
Ticket brokers can use the AI Agent Matching to cross-reference thousands of bank transactions against Skybox inventory exports, reducing manual audit time.
Back-office managers can automate the processing of purchase order emails, allowing the system to automatically link incoming ticket confirmation data to bank charges.
Accounting teams for high-volume resellers can track refunds by linking them directly to original purchase records, ensuring accurate inventory counts and financial transparency.
Platform
Features
• multi-user access
• auto categorization
• csv reporting
• po email processing
• bank feed connection
• skybox api integration
• refund tracking
• ai agent matching
FAQs
How does Circler's AI matching work?
The AI-powered Agent Matching engine cross-references data points from connected bank accounts, inventory software exports, and purchase order emails. By identifying overlapping data signatures, it automatically suggests matches, reducing manual verification time by approximately 50 percent.
Which third-party inventory systems are supported?
Currently, Circler features direct API integration with the Skybox platform. This allows users to pull ticket inventory data directly into the reconciler without relying on manual uploads or spreadsheet exports.
How are ticket refunds handled within the system?
Circler provides a Direct Refund Linking feature that automatically connects processed refunds to their original purchase entries. This ensures that refund details are visible and accounted for in CSV reports, preventing losses from untracked inventory returns.
What happens if I exceed my monthly email or entry limits?
If you exceed the limits of your selected plan, additional usage charges apply at a rate of $0.005 per extra email processed and $0.005 per additional purchase inventory entry. These overages allow you to maintain operations without forced immediate upgrades.
Does Circler offer a trial period for new users?
Yes, Circler offers a 14-day free trial that provides full access to the software's features with no initial risk. Users can test the reconciliation engine and cancel at any time during the trial period.
Pricing Plans
Lite
USD125.00 / per month• Up to 500 purchase entries/month
• 3rd-Party API Integration (Skybox)
• 5,000 Emails/month
• Email Support
• Bank Connection
• Auto Categorization
• AI Agent Matching
• Multi-user Access
Pro
USD175.00 / per month• Up to 1,500 purchase entries/month
• 3rd-Party API Integration (Skybox)
• 10,000 Emails/month
• Priority Support
• Bank Connection
• Auto Categorization
• AI Agent Matching
• Multi-user Access
Advanced
USD300.00 / per month• Unlimited purchase entries
• 3rd-Party API Integration (Skybox)
• 20,000 Emails/month
• Priority Support
• Dedicated Onboarding
• Customer Success Manager
• Bank Connection
• Auto Categorization
• AI Agent Matching
• Multi-user Access
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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