Getting Started

Getting Started with Eclipse

Eclipse is easiest to adopt when you start with one clean financial flow instead of trying to configure everything at once. For most teams, that means:

Create the workspace and finish onboarding.
Connect bank feeds through Plaid.
Connect the first selling channel you actually use.
Redeem a beta code if your workspace was invited to an early rollout.
Review imported activity and clean up the first week of transactions.
Confirm the first trustworthy P&L, balance sheet, and cash flow.

Start With the Core Setup

1. Create the workspace

Visit eclipseaccounting.app, sign in, and complete the onboarding prompts for your business profile.

2. Connect your bank

Eclipse uses Plaid for bookkeeping bank feeds.

Go to Settings > Integrations > Plaid or open the banking connection flow from the banking workspace.
Choose your institution and complete the secure Plaid login.
Select the checking, savings, or card accounts you want Eclipse to monitor.
Let the first sync finish before reviewing transactions.

Stripe is used for subscriptions and invoice payments. It is not the bookkeeping bank-feed layer.

3. Connect your first sales channel

Use the integrations hub to connect the platform that drives most of your revenue today. Start with one source first so you can validate how orders, fees, and cash activity land in Eclipse.

eBay: controlled rollout
Shopify: controlled beta rollout
Plaid banking: available now
Amazon: not part of the public v1 setup path yet

QuickBooks offers a self-serve import-first wizard for invoices, bills, accounts, customers, and vendors. Xero migration remains a guided, support-led path during launch.

Beta Access

Some workflows are still released as invited beta access before they widen to every workspace.

Beta codes unlock access.
Public issue reference codes trace bugs and look like ERR-XXXXXX.
These codes are different and should stay separate in support conversations.

4. Redeem beta access if invited

If your workspace was invited into a beta rollout, redeem the beta code before you continue with the workflow. For support, keep beta codes separate from public issue reference codes.

Read the guide: Beta access

5. Review the first imported activity

Open the dashboard, banking, and expenses workspaces and look for:

transactions waiting for review
missing receipts or unclear categories
sync blockers or reconnect prompts
invoices or bills that need follow-up

Recommended First Week Checklist

finish your business profile and invoice settings
connect the primary operating bank account
connect the first marketplace or sales source
review the first batch of imported transactions
clean up at least one expense and one income workflow
confirm the core financial reports look right before expanding scope