Overview
Assets are the foundation of every business, but they’re often scattered across spreadsheets, forgotten once depreciated, or misplaced without an audit trail.
circlr changes that, connect seamlessly with Xero to organise, automate, and gain visibility over everything your business owns from laptops and vehicles to domains and IPs.
Snapshot of what you get: ✅ Real-time asset dashboard ✅ Visual grouping and categorization ✅ Automated depreciation and sync ✅ Task tracking for servicing and renewals ✅ Warranty, insurance, and document storage ✅ Environmental and circular economy reporting ✅ Insights from acquisition to disposal
With Circlr you can: Transactions: Assign a transaction to a single asset or add multiple transactions to a single asset. Alternatively split out a transaction into multiple assets. The flexibility you need, with the audit trail to reconcile.
View: group, visualise, and track physical and digital assets, complete with images and history.
Automate: calculate depreciation or sync them directly from Xero.
Manage: store insurance, warranties, people, locations, and vendor details alongside assets. Workflows: manage recurring monthly, quarterly, and annual tasks in one place.
Sustainability: monitor lifecycle inputs (materials, energy, water) and plan responsible disposal, recycling, or resale.
circlr provides a single dashboard for your operations, connected to your accounting system. The result is real-time financial visibility, reduced errors, and less manual work.
circlr was built for accountants, operations teams, and businesses of all sizes that care about control, compliance, and sustainability. It’s simple to set up, easy to use, and powerful enough to replace your spreadsheets for good.
Circlr + Xero
For Accounting & Bookkeeping Firms We offer a partner program for accountants and bookkeepers, allowing firms to manage all client asset registers in a consistent classification system regardless of size or industry.
Please contact us through our website contact form for more information.
For Businesses The Circlr and Xero integration provides a two-way connection between your assets and your accounting system.
You start with a transaction Sync. Import Xero transactions and assign them to assets in a consistent format. circlr then syncs with your Chart of Accounts and Tracking Categories.
We have detailed step by step processes and on hand support to guide you through the on-boarding process so please feel free to reach out for any questions on integrating.
Together, circlr and Xero create a unified system where operational and financial data stay perfectly in sync no duplicate work, no errors, no delays.
Getting started
Connecting circlr to Xero is quick and simple: Click “Get this app.” You’ll be redirected to circlr to sign up or log in.
In circlr, go to Settings and click the accounting tab.
Select Connect and then Xero. You’ll be securely redirected to Xero to authorize the connection.
Configure your sync. Map your Chart of Accounts and Tracking Categories from Xero into circlr.
You’re ready to go! Transactions flow from Xero into circlr, and depreciation, reconciliations, and reports sync back automatically.
For best results, set up your workflows and invite your team early. circlr provides a full knowledge base plus dedicated support to ensure your setup is seamless.
