Overview
circlr is the fixed asset workflow platform that connects directly to Xero, replacing spreadsheets with automated asset registers, depreciation and journal posting.
Automated asset registers - sync transactions from Xero, build complete asset records, split or link transactions, and group by category, location, client or custom tags with a full audit trail.
Depreciation & journal posting - set straight-line, reducing balance or custom policies once and let circlr calculate and post a single journal to Xero each period automatically.
Lightweight ERP, synced with Xero - track insurance, finance agreements, leases (including FRS 102 RoU), warranties, vendors, people and locations all linked to your assets with images, status tracking, service history and renewal reminders.
For accounting & bookkeeping firms - manage every client's asset register from one console with consistent classification. Automate monthly tasks across your portfolio and eliminate spreadsheet roll-forwards.
For businesses - run circlr directly or collaborate with your accountant. Quick to set up, easy to use, and a fraction of the cost of traditional asset management tools.
Circlr + Xero
circlr provides a two-way connection between your fixed assets and Xero, keeping operational and financial data perfectly in sync.
Chart of Accounts - your Xero structure flows into circlr automatically so reporting stays consistent across both systems.
Transaction sync - import transactions from Xero and assign them to assets, mapped to your Chart of Accounts and Tracking Categories from day one.
Automated journals - monthly depreciation calculated and posted back to Xero as a single journal entry per period, eliminating manual posting and errors.
Reconciliation - match transactions to assets, reconcile purchases, disposals and adjustments with a full audit trail.
Partner program - firms can manage all client asset registers from a single console with consistent classification. Contact us for details.
Getting set up - takes minutes to configure with step-by-step guidance and dedicated support. Most businesses are live the same day; most firms within 2–5 days.
Getting started
Connecting circlr to Xero takes around 5 minutes:
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Click "Get this app": You'll be redirected to circlr to sign up or log in.
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Connect: In circlr, go to Settings → Accounting and select Xero. You'll be securely redirected to authorize the connection.
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Configure: Map your Chart of Accounts from Xero into circlr. This ensures assets, journals, and reports all align with your existing structure.
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Import: Sync your existing Xero transactions and import any spreadsheet-based registers. Most businesses complete this step in 30 minutes to 1 day depending on the complexity of historic data.
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Add your first asset: Merlin, our step-by-step guide, walks you through creating your first asset record, from purchase details to depreciation settings.
You're ready to go. Transactions flow from Xero into circlr. Depreciation, journals, and reconciliations sync back automatically.
For best results, set up your depreciation policies and invite your team early. circlr provides a full knowledge base and dedicated support to make sure your setup is seamless.
Need help? Contact us below or through our website, we're happy to walk you through it.
