Reconciliation
on Autopilot
Automate complex financial operations with AI-driven matching and investigation agents. Built for modern fintech stacks.
Our take
Month-end close shouldn't mean scrambling through spreadsheets at midnight trying to track down missing transactions. It shouldn't mean pulling engineers off product work to build one-off scripts. And it definitely shouldn't mean crossing your fingers and hoping the numbers line up.
We built CircleBook because reconciliation deserves better. Connect your data sources and get continuous, real-time matching — not batch runs that are stale before they finish. When exceptions pop up, your team gets full context and audit trails, not cryptic error codes.
Your ops team gets an inbox purpose-built for triage and collaboration. Your engineers get a clean API and webhooks they actually enjoy working with. And the system learns from every resolution, so match rates keep climbing over time.
The result? Faster closes, fewer surprises, and reconciliation you can actually rely on.
Engineered for Complexity.
Deep reconciliation logic that scales from thousands to billions of transactions.
Automated Matching
Our deterministic engine resolves 99.9% of transactions instantly using multi-point lookup and historical pattern recognition.
Developer First
API-native integration with first-class SDKs for Go, Rust, and Node.js. Built for high-throughput pipes.
Bank-Grade Security
SOC2 Type II, GDPR, and PCI-DSS Level 1 compliant. Your data stays encrypted at rest and in transit.
AI Investigation Agents
When anomalies occur, our AI agents dig into raw ledger data to suggest the most likely resolution paths.
Exceptions
Handle exceptions with ease
When transactions don't match, your team shouldn't be stuck playing detective. Exceptions land in a purpose-built inbox where you can assign, comment, and investigate — all in one place.
AI Investigations
AI agents automatically analyze each exception — pulling in related transactions, checking for patterns, and preparing suggested resolutions. Your team reviews and approves instead of starting from scratch.
Manual Reconciliation
Sometimes you just need a human in the loop. Your team retains full control to manually match, split, or write off transactions — with every action tracked in the audit log.
For developers
Built for engineering and product teams
Continuous reconciliation isn't just an ops tool — it powers core fintech features. A clean API and real-time webhooks mean your engineers can ship, not babysit.
Spend time building your product
In-house reconciliation starts small, then scope creeps until it's a full-time job. Offload it to CircleBook and keep your engineers focused on what actually moves the needle.
Unlock product experiences
Use webhooks to trigger downstream workflows — instant settlement confirmations, real-time balance updates, automated payout releases. Reconciliation becomes a feature, not a chore.
Platform
Everything you need out of the box
End-to-end reconciliation management designed for ops teams and engineering alike. No assembly required.
Audit Trail & Accountability
Every action logged, every change tracked. You always know who did what and when.
Plays Nice With Your Tools
Native integrations with ERPs, accounting platforms, and payment processors — no rip-and-replace.
Compliance Reporting
Audit-ready exports generated on demand. Regulators ask, you deliver — instantly.
Role-Based Access Control
Granular permissions so every teammate sees exactly what they need — nothing more, nothing less.
Bank-Grade Security
SOC 2 compliant infrastructure with encryption at rest and in transit. Your data stays yours.
CircleBook reduced our manual investigation time from 40 hours a week to less than 15 minutes. It's not just a tool; it's our financial backbone.
Marcus Thorne
CTO at NovaBank
Ready for the Future of Finance?
Join a growing number of teams automating their ledger operations.