Getting started

Start with one useful workflow, not a disruptive migration.

Aeglio can grow into the operating layer for the business, but the first result should arrive quickly and make sense to the people doing the work.

Set up the company workspace

Add company details, invoice defaults, bank accounts, expense categories and the settings needed for the first workflow.
Add only the records you need

Create clients and projects as you go or use the existing import tools when you already have structured business data.
Invite the team and set access

Choose roles and approval permissions so each person sees the records and financial actions relevant to their work.
Connect useful sources

Connect available document or banking services, or begin with email intake and CAMT statement files.
Complete one workflow first

Start with time to invoice, expense documents or bank reconciliation. Expand after the first process works well for the team.

Use the full trial

The 30-day Team trial does not require a credit card and lets the team evaluate the connected workflow before choosing a plan.

Import and export tools help administrators bring in structured records and retrieve key business data when needed.

If setup depends on an existing workflow or integration, contact Aeglio directly. We will not promise an unsupported migration path.

Try the complete workflow for 30 days. No credit card required.