Eclipse Service
Eclipse Service
Section titled “Eclipse Service”Eclipse Service is Eclipse Accounting operating your books for you. Connect bank feeds, email receipts, and sales channels; Eclipse runs continuous bookkeeping, prepares month-end close, and assembles tax-ready packages. You review exceptions, not every transaction.
What runs automatically
Section titled “What runs automatically”- Continuous bookkeeping — email receipt autopilot, bank transaction matching, and high-confidence approval auto-resolve on a daily schedule.
- Receipt archives — forwarded expense emails retain a private PDF copy; safe retries reuse the same organization-owned archive without replacing another attached receipt.
- Month-end close — checklist task generation, adjusting entries, integrity checks, and close-ready certification on period end.
- Tax prep — readiness scoring, 1099 vendor detection, return-ready accountant packets, and CPA review item lists quarterly.
Service policy
Section titled “Service policy”Open Settings → Eclipse Service to configure:
| Setting | What it controls |
|---|---|
| Autonomy | Watch, draft only, auto safe, or full auto per capability |
| Max auto-book amount | Dollar cap for autonomous booking |
| Require review above | Route larger items to your exception inbox |
| Digest frequency | Daily or weekly email + in-app service digest |
| Pause | Temporarily stop autonomous runs for 24 hours |
Exception inbox
Section titled “Exception inbox”The Exceptions page (/approvals) shows only items that still need a human decision. Use the queue filter to view all items or auto-resolve candidates when you need full visibility.
Dashboard status
Section titled “Dashboard status”The Eclipse Service card on your dashboard shows:
- Books current through date
- Exception count with a link to review
- Close readiness and blockers
- Tax readiness score and CPA review items
Accounting firms see a Client service pipeline on the firm dashboard with the same signals across managed clients.
| Capability | Starter | Pro | Accountant |
|---|---|---|---|
| Continuous bookkeeping | Yes | Yes | Yes |
| Month-end close agent | — | Yes | Yes |
| Tax prep agent | — | Yes | Yes |
| Firm client pipeline | — | — | Yes |
Upgrade from Settings → Plan if a capability is unavailable on your current tier.