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Accounting·Subscription; pricing not publicly listed·www.circler.io

Circler

Circler.io is an AI-powered bookkeeping software that automates accounting tasks such as receipt processing and transaction compiling for small businesses, providing user-friendly financial insights.

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Risk Score
Medium
5/10

Independent assessment across data handling, compliance, security and transparency.

Risk factors

2
  • Cloud-based service with potential data sharing.
  • User-generated financial data may be stored on third-party servers.

Recommendations

4
  • Request SOC 2 report before processing business financials
  • Confirm data is not used for training without consent
  • Verify data deletion SLA for offboarding
  • Not recommended for regulated financial institutions

Data handling

Storage
Cloud-hosted accounting data
Retention
Not publicly documented
Training on inputs
Unknown