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Finding your way around

Everything in Eagl is one click away in the left sidebar. This page walks through it from top to bottom and points to the page that explains each item in depth.

Item	What it’s for
Search (⌘K / Ctrl+K)	Find documents, checklist tasks, findings, and rules across the organization. See Global Search.
Sessions	Ask Eagl questions about your data in plain language, and turn the work into recurring tasks. See Sessions.

Your organization’s pages

Under your organization’s name are the pages you’ll use day to day, in the order the app shows them:

Item	What it’s for
Cockpit	Whether you can close: close progress, the value of resolved findings, and which areas still need attention. See Cockpit.
Findings	What Eagl’s agents flagged in your ledger, with proposed corrections you can book to your ERP. See Findings.
Reporting	Your P&L, balance sheet, and GL by month or quarter, with drill-down into every figure. See Financial Reporting.
Reconciliation	Tie balance sheet accounts to bank and statement balances, match transactions, and sign off. See Reconciliation.
Checklist	Run the close as a shared checklist. If you have several checklists, each one is listed here. See Close Checklist.
Open items	Open receivables and payables from your ERP, aged by due date. See Open Items.
Accruals	Track accruals and deferrals from booking to settlement, and book reversals. See Accruals.
Bookings	Every entry Eagl has posted to your ERP, and why. See Bookings.
Knowledge	Review the rules Eagl proposes and manage the rules and policies its agents follow. A badge shows how many suggestions are waiting. See Knowledge.
Agents	See when the AI agents last ran, and start a run. See AI Agents.
Settings	Your organization, entities, people and access, integrations, and your own preferences. See Settings.

Most pages have an entity picker at the top, so you can look at one entity’s books or all the entities you have access to. See Organizations & entities.

Item	What it’s for
Setup Progress	Shown to owners and admins until onboarding is complete. It opens Settings → Getting started, which walks through the first setup steps.
Notifications	Your notifications, with a badge for unread ones. See Notifications.
Feedback	Tell the Eagl team what we can improve. Type your message and click Submit.
Your name	Opens the user menu (below).

Click your name and email at the very bottom to open it:

Preferences: opens Settings → Profile, where you set your avatar.
What’s new: recent product updates. A dot means there’s something you haven’t seen yet.
Switch to dark mode / Switch to light mode.
Switch organization: only shown if you belong to more than one organization.
Sign out.