Learning Centre

Using Circa

Circa and Cora for Treasurers

As a Treasurer, you have two AI identities working for you: Circa and Cora. Circa is your guide. She is included with every Treasurer subscription: • Ask her anything about your circles, your earnings, or how things work • Tell her what you need and she navigates you there in one click • She coaches you on tier progression — specific numbers, not vague advice. "Your effective rate is 18%. If you improve retention by 22 days, you gain +0.5%. That is an extra GBP 23/month." Cora is your operations partner. She is available at £35/month (or included with the Community Treasurer subscription at £59/month): • Every morning, Cora briefs you on what needs attention. Who has paid. Who is late. Your estimated settlement. You clear your actions in 10 minutes and close the laptop. • She monitors your members and flags anyone at risk before they default • She sends warm reminders, welcomes new members, and celebrates milestones • When you face a dispute or member exit, she prepares the evidence and options. You make the call. When should you use Circa? For questions, navigation, and earnings coaching. When should you use Cora? For daily operations — monitoring, reminders, briefings, and settlement calculations. When should you use neither? For sensitive human conversations. If a member is struggling, if a dispute is emotionally charged, if someone needs to feel heard — that is your job. Your AI team handles information and operations. You handle relationships.

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