Circler

AI reconciliation agent that matches ticket purchases to bank activity

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Screenshot of Circler, AI reconciliation agent that matches ticket purchases to bank activity

What is Circler?

Circler is an AI reconciliation agent for ticket sellers. It imports purchase data by CSV, ingests forwarded confirmation emails and matches each transaction to the right order, with refunds linked to their original purchases and exportable in CSV reports.

Circler is a reconciliation agent built around one specific operational problem: knowing which ticket purchases have actually been paid for and which inventory has gone missing. The product pairs bank and credit card activity with purchase records pulled from a ticket management platform and from forwarded confirmation emails, then uses AI matching to tie each transaction to the order it belongs to. The stated goal is to stop back offices from rebuilding the same picture by hand in Excel every day. The workflow has three moving parts. First, transaction data is imported by CSV from the ticket management system and matched against bank activity. Second, purchase emails are auto-forwarded into Circler, which records the details inside them, including seat numbers and purchase amounts. Third, the matching agent reconciles the two streams, and it is designed to cope with the awkward case where several orders carry an identical amount, deciding which charge belongs to which confirmation rather than leaving a pile of ambiguous rows. Refunds get their own handling. Refunds can be linked directly to the original purchase, viewed and managed in the product, and included in CSV exports so the reconciliation trail stays complete. That matters for ticket resellers, whose volumes run into thousands of transactions a day across cards, statements and platform exports, and whose losses hide in unmatched rows rather than in obvious errors. Circler positions itself as purpose-built for the ticket industry rather than as a general accounting package. The pitch is narrower than a ledger tool and more automated than a spreadsheet, with the vendor claiming users cut reconciliation hours by roughly half. Teams evaluating it should weigh that focus as both the strength and the limit: it is shaped around ticket inventory and email confirmations, so businesses outside that pattern will find little of the workflow applies.

How do you use Circler?

  1. 1Start the 14-day trial
    Create an account on the signup page. The trial runs for 14 days and gives access to the reconciliation workspace without a booked demo.
  2. 2Export purchases from your ticket platform
    Pull the transaction export from your ticket management system as a CSV so it can be imported into Circler.
  3. 3Upload the CSV and connect bank activity
    Import the purchase file and link your bank or card activity so the two data sets sit side by side for matching.
  4. 4Set up email auto-forwarding
    Forward ticket purchase confirmation emails into Circler. The system records seat numbers, amounts and other order details from each message.
  5. 5Run AI matching and review gaps
    Let the matching agent pair each transaction with its order, including cases where several orders share an amount, then review anything left unmatched as missing inventory.
  6. 6Link refunds and export reports
    Attach refunds to their original purchases, manage them in the dashboard, and download the CSV report for your records.

Pros and cons

Pros

  • Matching agent is built to resolve orders that share identical amounts, a common source of manual guessworkAI
  • Refunds link back to the original purchase and appear in the CSV exports, keeping the audit trail intactAI
  • Setup is lightweight: connect bank activity and set email auto-forwarding rather than rebuild a spreadsheet each dayAI
  • Explicitly designed for high-volume ticket inventory, so the matching logic reflects that transaction patternAI
  • Vendor reports users saving around 50 percent of reconciliation time, which maps to a measurable back-office costAI

Cons

  • Scope is narrow: it reconciles ticket purchases and refunds, not general bookkeeping or accounts payableAI
  • Buyers must already run a ticket management platform with CSV export and purchase confirmation emailsAI
  • The 50 percent time saving is a vendor and user-reported figure with no published methodologyAI
  • Matching quality depends on email forwarding being configured and kept running as intendedAI
  • No public detail on how matched results feed into an existing accounting system beyond CSV outputAI

How much does Circler cost?

Free trial

A 14-day free trial is advertised on the homepage, with signup handled on the app subdomain. No card requirement is stated in the available copy.

Learn more

Integrations

Circler connects to bank and card activity plus ticket management platform exports and forwarded purchase emails. No named third-party integrations are listed.

Features

Core features are CSV purchase import matched against bank activity, automatic email processing of ticket confirmations, AI agent matching that resolves orders sharing the same amount, refund tracking linked to original purchases, and CSV reporting that includes matched refunds.

Frequently asked questions about Circler

  • Does Circler offer a free trial?
    A 14-day free trial is advertised on the homepage, with signup handled on the app subdomain. No card requirement is stated in the available copy.
  • How do you use Circler?
    The walkthrough on this page covers 6 steps: 1. Start the 14-day trial 2. Export purchases from your ticket platform 3. Upload the CSV and connect bank activity 4. Set up email auto-forwarding 5. Run AI matching and review gaps 6. Link refunds and export reports.
  • What platforms does Circler support?
    Circler is available on Web App.
  • What does Circler integrate with?
    Circler connects to bank and card activity plus ticket management platform exports and forwarded purchase emails. No named third-party integrations are listed.
  • What are the limitations of Circler?
    Scope is narrow: it reconciles ticket purchases and refunds, not general bookkeeping or accounts payable. Buyers must already run a ticket management platform with CSV export and purchase confirmation emails. The 50 percent time saving is a vendor and user-reported figure with no published methodology.

Status

StatusActive
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Added10/21/2026

Platforms

Web App

Pricing

Free TrialSubscription