How Eagl works
A handful of concepts show up throughout Eagl. Understanding them makes everything else easier to navigate.
Organizations & entities
Section titled “Organizations & entities”- An organization is your company, group, or firm: the top-level account in Eagl.
- An entity is a unit within it: a legal entity, location, practice, or subsidiary with its own books. Reporting, reconciliation, and findings are almost always scoped to an entity.
Access is controlled per entity, so a group or accounting firm can give each team member access to exactly the entities they’re responsible for. When a page shows an entity picker, it’s letting you switch which entity’s books you’re looking at, or look at all the entities you have access to at once. See Entities and People.
The connected ledger
Section titled “The connected ledger”Eagl integrates with your ERP, banks, payment providers, and document stores, then keeps them synced into a single ledger:
- GL accounts and transactions from your ERP (NetSuite, Exact Online, Business Central).
- Bank and payment activity from Plaid, Atlar, Isabel Connect, Mollie, and Payhawk.
- Source documents (invoices, statements) from Google Drive, OneDrive, SharePoint, and your ERP.
Because every feature reads from this one synced ledger, a number on a report, the transactions behind it, and any findings about it are always the same underlying data.
Reports
Section titled “Reports”You don’t build reports from scratch. Once your ERP has synced, Eagl creates a P&L, a balance sheet, and a GL report for your organization from standard templates, and uses AI to place each GL account in them. New accounts are placed automatically after each sync. You can review and adjust the layout in the Reporting Builder, and open any figure to see the transactions behind it. See Financial Reporting.
Agents
Section titled “Agents”AI agents do the controller’s legwork. Each one has a single job: checking account movements, spotting VAT and CAPEX issues, finding missed accruals and deferrals, checking the coding of your entries, matching bank transactions, and more. They pick up new data after every sync and run on a schedule, and you can start a run yourself from the Agents page. See AI Agents.
Findings
Section titled “Findings”When an agent spots something worth a human’s attention, it raises a finding that explains what it found and why. Many findings come with a proposed correction, such as a reclassification, a deferral schedule, or an accrual. You work through findings on the Open, Progressing, Resolved, and Dismissed tabs, and can turn open ones into checklist tasks. See Findings.
Bookings: Eagl writes to your ERP only when you say so
Section titled “Bookings: Eagl writes to your ERP only when you say so”Eagl syncs from your ERP about every hour, but it only writes to it when someone on your team books something: a proposed correction on a finding, or an accrual reversal. Every posted entry is listed in Bookings, with who posted it and why.
Knowledge: rules & policies
Section titled “Knowledge: rules & policies”As your team resolves and dismisses findings and edits corrections, Eagl proposes reusable rules as suggestions. Once an owner or admin approves a suggestion, the rule becomes active and the agents follow it from their next run. You can also add rules yourself, and upload your written accounting policies, which Eagl turns into rule suggestions for you to review. See Knowledge.
The close
Section titled “The close”The Close Checklist is where your team runs each period’s close, with preparers, reviewers, deadlines, and a controlled period close. Reconciliation and Accruals cover the balance sheet work, and the Cockpit pulls it all together to answer one question: can you close?