Circler.io
Overview of Circler.io
Circler.io: AI-Powered Reconciliation for Ticket Brokers
Circler.io is an AI reconciliation tool specifically designed for ticket brokers. It's built to streamline back-office operations by automating the matching of ticket purchases and sales. The platform aims to eliminate hours wasted on manual reconciliation processes, especially when dealing with high volumes of transactions.
What is Circler.io?
Circler.io is a software solution that leverages artificial intelligence to automate the reconciliation process for ticket brokers. It helps them track refunds, reconcile purchases, and process emails more efficiently. The tool aims to reduce errors, save time, and provide better visibility into missing inventory.
How does Circler.io work?
Circler.io uses a combination of features to automate the reconciliation process:
- Refund Tracking: It links refunds directly to their original purchases for accurate tracking. Matched refunds are clearly visible, providing transparency.
- Purchase Reconciliation: It allows seamless CSV uploads of transaction data from ticket management platforms, automatically matching each purchase to bank activity.
- Email Processing: It processes ticket purchase emails automatically by setting up an auto-forwarding system. The system records all the important details, such as seat numbers and purchase amounts, to give smarter matches.
- AI Agent Matching: The AI processes data from auto-forwarded emails to accurately match each ticket to the correct transaction, even when multiple orders have the same amount.
Key Features and Benefits:
- Automated Matching: Circler.io uses AI to automatically match ticket purchases and sales, reducing the need for manual matching.
- Error Reduction: By automating the process, Circler.io helps reduce errors and discrepancies that can occur with manual reconciliation.
- Time Saving: Users have reported saving up to 50% of their time in performing reconciliation using AI Matching.
- Refund Tracking: The tool provides a clear and transparent view of refunds, linking them directly to the original purchases.
- Seamless CSV Upload: Users can easily import transaction data from their ticket management platforms.
- Email Processing: The system automatically processes ticket purchase emails.
- Tailored for Ticket Brokers: The features address the unique challenges of high-volume ticket purchases and lost inventory.
Why Choose Circler.io?
Circler.io addresses the specific pain points experienced by ticket brokers:
- High Volume, High Stress: Circler.io can handle thousands of ticket transactions daily, making manual reconciliation a thing of the past.
- Time-Consuming Reconciliations: Sorting through bank statements, credit card charges, and ticket management exports can take hours every day. Circler.io automates this process.
- Missed Opportunities: Manual Excel pulls mean you’re spending too much time in identifying missing inventory. Circler.io identifies missing inventory faster.
Who is Circler.io for?
Circler.io is ideal for ticket brokers who:
- Handle a high volume of ticket transactions daily.
- Spend a significant amount of time on manual reconciliation processes.
- Want to reduce errors and improve the accuracy of their financial records.
- Need better visibility into their inventory and refunds.
- Want to streamline their back-office operations and save time.
User Testimonials:
"Circler.io has been a real game changer for us. Everything is in one place, it’s easy to use, and it significantly reduces the time we spend on manual tasks. Agent Matching is one of the most helpful features, it connects each transaction directly to the correct order confirmation, eliminating the need to search through emails and figure out which transaction goes with which order. This has helped us work faster and with more confidence, knowing that everything is tracked and nothing gets lost." - Ljubica M., Greener Field
How to Use Circler.io:
- Connect your banks to Circler.io.
- Forward your ticket purchase emails to Circler.io.
- Import transaction data from your ticket management platform (optional).
- Let Circler.io's AI automatically match ticket purchases and sales.
- Review and manage refunds, purchases, and other transactions in the Circler.io dashboard.
By implementing Circler.io, ticket brokers can automate time-consuming reconciliation tasks, improve accuracy, and gain better control over their finances. This allows them to focus on growing their business and maximizing profitability.
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