The key to financial wellness.
Supercharge your business with easy tracking, peer-to-peer comparison, and a personalized data-driven assistant. Circl helps unlock your business’s potential by turning existing and underutilized data into valuable tools and intelligence.

Our advanced data-science analyzes cash flow and financial trends to quantify your financial wellness into a Health Score, an automated Financial Summary, and an interactive Benchmarking Chart. Plus, use our data-driven assistant to perform research and find actionable advice.
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Business Health Score Explained
Keep a (healthy) score.
Your smart dash keeps track of business health via snapshots and deeper analyses - updated in real time - so you can respond to market changes and make quick decisions with confidence. It works by analyzing your recent and past financials, examining the health of your business with a special focus on the relationship between costs and income. Our unique Health Score is based on how healthy your business’s underlying fundamentals appear, no matter its size.
Competitive Benchmarking Explained
Stay ahead with benchmarking.
Experiencing an uptick or downturn in business recently? We’ll help you understand if you are alone or part of a trend.

Understanding the competitive landscape is essential for any business owner to make smart decisions and improve key performance indicators. Plus, many simply want to get a sense of where they stand! We build on our collective intelligence by showing you how your business compares to others in your industry or area – the next move is up to you.
Data-Driven Assistant Explained
Automate your financial reports.
Our data-driven assistant releases the pressure of financial reporting by creating automated financial summaries from your linked bank account(s), so you can instantly see your business’s performance over any time frame and get a sense of its trajectory -- the sky’s the limit.
Big data no matter your business size.
Reap the benefits of having relevant, up-to-the-minute information at your fingertips.
Be Data Driven
How it Works
Circl links to Plaid, the industry gold standard of digital finance, to provide updates in real time. Our proprietary algorithm performs a deep analysis of your accounts to calculate a daily Health Score, so you always know where your business stands.
Is my business ready for this? … Yes!
Whether your business is small, medium, large, or ever-expanding, our goal is the same: we want to help take the guesswork out of financial success by turning data and business intelligence into insights you can use.
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Data is best with more context.
Compare your business health to your industry, business type, and company size.
Get Started