Learning Centre

Using Circa

Circa for Treasurers

Every Treasurer gets four Circa capabilities included with their subscription. No add-on. No extra cost. Briefings: Every time you log in, Circa tells you what needs attention. Who has paid. Who is late. What payouts are coming. Your estimated Treasurer Partnership Programme settlement. You clear your actions in 10 minutes and close the laptop. That is a good day. Coach: Circa shows your TPP rate, what is driving it, and exactly what to do to earn more. Not vague advice — specific numbers. "Your effective rate is 18%. If you improve retention by 22 days, you gain +0.5%. That is an extra GBP 23/month." Actionable. Advisor: When you face an operational decision — a dispute, a payout with a missing contribution, a member exit — Circa prepares the facts and the options. She checks the platform data, reviews the governance rules, and gives you a recommendation. You make the call. Navigator: Tell Circa what you need. "How do I process a payout?" She opens the payout page. "Show me Circle A's health." She takes you there. One sentence, one click, no menus. When should you use Circa? For everything operational. Checking status, navigating, calculating, summarising. When should you NOT use Circa? 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. Circa handles information. You handle relationships. Want more? AI Agent Packs add Circa Insights — predictive intelligence that tells you what will happen, not just what is happening. Circle Intelligence (GBP 29/month) is the most popular pack for Treasurers managing multiple circles.

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