Plaid
PlannedBanking
Planned bank connectivity to bring balances and transactions into contract-level workflows.
Bank balances and transactions into Sirculus. Not bidirectional.
Planned capability
Explore the workflows we’re building.
Explore our planned banking and accounting connections—and help us prioritize what comes next.
Banking
Planned bank connectivity to bring balances and transactions into contract-level workflows.
Bank balances and transactions into Sirculus. Not bidirectional.
Accounting
Planned accounting exports to reduce re-entry when preparing records for your accountant.
Reviewed records out of Sirculus into QuickBooks. Not bidirectional sync.
Accounting
Planned accounting exports to keep reviewed records moving into your accounting workflow.
Reviewed records out of Sirculus into Xero. Not bidirectional sync.
Imports
A planned way to bring existing financial records into Sirculus when a direct connection isn’t available.
One-way import of records you already export elsewhere.
Tell us which tools your team relies on. We only need a work email and the tool name—never bank or accounting credentials.
No. Each connection is marked Planned until it is running in a real environment. In testing is used only when a sandbox is actually working.
The planned accounting connections are exports of reviewed records. That is not the same as bidirectional sync.
Early access
Help shape Sirculus for the way your team manages work, payments, and cash flow.