Upload bank statements, auto-reconcile payments, track member balances, send invoices, and build financial dashboards — all without a single spreadsheet.
Get your club's finances in order in minutes, not months.
Drop in your bank's CSV file. Circlevine auto-detects headers and remembers the format for next time.
Tell the engine how to categorise transactions. "If it says SUBS, it's a Subscription." Done.
Circlevine matches payments to members, updates their ledgers, and marks collection_targets as paid — automatically.
Custom dashboards, financial reports, and a self-serve member portal keep everyone in the loop.
A complete treasury management platform, purpose-built for member-based organisations.
Upload CSV files from any bank. Smart header detection, multi-file upload, and automatic column mapping that remembers your bank's format.
Create if-then rules to auto-categorise, tag, and assign transactions to members. Supports priority ordering, previewing, and undo.
Every member gets their own financial ledger. Charges, payments, adjustments, and waivers — with a real-time running balance.
Generate professional PDF invoices with line items, auto-numbering, and one-click email delivery. Finalize, reverse, and duplicate with ease.
Scheduled or open collections for subs, functions, and fundraisers. Track who has paid, who owes, and auto-link payments.
Build multi-page dashboards with pivot tables, line charts, bar charts, and stat widgets. Filter by account, category, date, and more.
Members log in to see their balance, ledger history, digital membership card with QR code, and shared documents.
Invite team members with 4 role levels and 25+ granular permissions. Control exactly who can see and do what.
Schedule meetings, track RSVPs, manage event visibility, and export beautiful PDF agendas for your members.
Complete visibility over your organisation's money. Import from any bank, run rules to auto-categorise, and see the results in beautiful dashboards.
A complete CRM for your club. Import members, track their payments via individual ledgers, and give them self-service access via the member portal.
Beyond treasury — Circlevine is a complete operational platform.
Category summaries, monthly overviews, tag and member breakdowns, daily balance analytics, and export-ready PDF reports for your committee meetings.
Send targeted bulletins to members filtered by role, custom fields, or group — with delivery and read-rate tracking.
Versioned file storage with team comments. Share policies and docs with members via the portal.
Attach private or shared notes to transactions and members. Set date-based reminders so nothing slips through the cracks.
Every member gets a digital card with a unique QR code. Scan it at collections to instantly pull up their profile and payment status — perfect for check-ins and gate access.
Join the clubs and associations that have already automated their treasury with Circlevine. No credit card required.
Takes less than 2 minutes to get started.