Overview
circlr gives accountants, operations teams, and business owners a single, real-time asset dashboard that connects operations and accounting.
The result is a clear overview, less manual work, and complete visibility over every asset. Let Xero handle the books and circlr handle your resources.
Why? Assets are the foundation of every business, yet they’re often scattered across spreadsheets, forgotten once depreciated, or difficult to track between people and locations.
circlr changes that. It connects seamlessly with Xero to organise, automate, and give you full control over everything your business owns, from laptops and vehicles to domains and IPs.
Get a centralised, real-time view of all assets with automated workflows that reduce effort, increase accuracy, and improve compliance.
For accounting, circlr lets you split transactions into multiple assets, or assign multiple transactions to one asset, maintaining a full audit trail.
You can view, group, and search assets easily, attach images, notes, and documents, and automate depreciation using our global policies or Xero’s Fixed Asset Register.
Monthly depreciation amounts can be posted back to Xero as a single journal, keeping your general ledger clean while maintaining full detail in circlr.
Beyond accounting, circlr helps you manage every aspect of ownership.
Store insurance policies, finance agreements, and lease details including FRS 102 Right of Use updates alongside each asset.
Add people, locations, warranties, and vendors for a complete picture of who uses what, where, and when. Service and maintenance are built in too.
Log service history, link legal agreements and providers, and set reminders for renewals and compliance checks so nothing is missed.
Your all-in-one asset register, Simple to set up, easy to use, and cost-effective to replace spreadsheets, circlr brings control, transparency, and sustainability to your business.
Circlr + Xero
For Accounting & Bookkeeping Firms we offer a partner program, 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 business, 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.
