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About Us

We're building the infrastructure layer for modern financial operations.

Our Mission

CircleBook exists to eliminate the manual, error-prone work that slows down finance teams at high-growth companies. We believe reconciliation should be continuous, intelligent, and invisible — running in the background while your team focuses on what matters.

The Problem

As payments companies scale, transaction volumes grow exponentially but reconciliation processes don't keep up. Teams end up with fragile spreadsheets, custom scripts that break, and month-end crunches that pull engineers off product work. We've lived this problem firsthand and built CircleBook to solve it for good.

Our Approach

We combine a deterministic rules engine with AI-powered investigation agents. The rules engine handles the 99% of transactions that follow known patterns. When exceptions arise, our AI agents analyze the discrepancy, gather context from your data sources, and suggest resolutions — turning hours of manual work into seconds.

Get in Touch

We'd love to hear from you. Reach us at hello@circlebook.com or try the interactive demo to see CircleBook in action.