Case studies

Example workflows for teams considering the switch

These are composite profiles built from recurring onboarding and discovery patterns while we expand the public customer library. They are here to help you understand fit, not to pretend we have testimonials we do not have.

Composite profiles

Built from repeated buyer and onboarding patterns.

Useful before signup

Designed to answer “would this fit my workflow?” fast.

Grounded in trial flow

Every example maps back to the actual onboarding path.

Mr

Composite profile

Marketplace reseller

$150K-$400K annual revenue

Before Eclipse

Orders, returns, and fees live in separate dashboards, and month-end means rebuilding the same spreadsheet every time.

With Eclipse

Eclipse pulls marketplace activity, matches payouts, and gives the owner a single P&L view before tax season hits.

One view for sales, fees, and cash movement

Fewer manual payout reconciliations

Cleaner close prep for tax reports

Gib

Composite profile

Growing inventory brand

$400K-$1M annual revenue

Before Eclipse

The team knows revenue is growing but cannot see margin by channel fast enough to change buying or pricing decisions.

With Eclipse

Eclipse combines inventory-aware reporting with real-time dashboards so leaders can spot what is driving profit, not just sales.

Faster margin visibility across channels

Shared dashboard for operators and founders

Less time exporting reports for advisors

Oft

Composite profile

Owner-led finance team

Early-stage team replacing spreadsheets

Before Eclipse

The business is ready for better accounting, but the owner still needs something understandable enough to run without a full-time controller.

With Eclipse

Eclipse guides setup through onboarding, keeps reports readable, and gives the team a path from free plan to deeper automation later.

Faster onboarding with plan choice built in

Reporting that does not require accountant-only language

Clear path from free plan to trial and upgrade

Next step

Want the numbers behind your own workflow?

Start with the ROI calculator if you need a business case, or go straight into the trial if you already know what you want to test.

Start your own setup

Open a workspace, choose a plan in onboarding, and connect your real accounts when you are ready.