EnSuite user guide

A plain-English guide to the EEI EnSuite beta: how to get in, how your records are kept, and what each tool does. It is written for someone opening EnSuite for the first time.

What EnSuite is

EnSuite is a set of oil and gas accounting tools in one place. Each tool takes the files you already have (reserve reports, trial balances, general ledger detail, owner statements, joint interest bills) and checks them: do the totals agree, do the figures tie to their support, and what needs a closer look.

Every tool says what it has been checked against: real records, public filings, or made-up example data. That tells you how far to rely on it. The tools check and organize figures. They do not replace an accountant's, engineer's or auditor's judgment.

EnSuite is a beta. That means it works, it has been tested, and it is still being improved. Please do not rely on it alone for a filing, an audit opinion or a payment decision.

Getting in

The beta is invite-only.

1. Ask for access on the welcome page. John at Eagle Eye Insights reads each request himself.
2. If there is room, you get a personal invitation link by email. It works once and expires after 3 days.
3. Open the link and choose a password of at least 12 characters. A few unrelated words work well.
4. Add EnSuite to an authenticator app on your phone by scanning the square code. Microsoft Authenticator and Google Authenticator both work. If you cannot scan, type the setup key shown under the square.
5. Type the 6-digit code the app shows, tick that you agree to the beta terms, and choose Finish and open EnSuite.

From then on, sign in at ensuite.eagleeyeinsightsllc.com/signin with your email, your password and the current 6-digit code from the app.

If you lose your phone or forget your password, reply to your invitation email and ask for a new invitation link.

Where your records are kept

The website does not store your records. It only checks who is allowed in. Your records stay on your own computer, inside the browser you use to open EnSuite.

• Each computer has its own records. Signing in on a different computer starts empty there.
• Records are locked. The first time a tool holds your records, it asks you to choose a passphrase. From then on it keeps them only encrypted (AES-256) in your browser. Or you can choose Don't keep them on this computer: your work then lasts only until you close or reload the tool.
• A forgotten passphrase cannot be recovered. Not by you, not by John, not by anyone. The tool offers to erase its records instead, so you can start again.
• Project files. Tools that keep records can save everything to one project file, locked with your passphrase. Keep that file as your backup, and use it to move work to another computer.
• Excel and CSV files you download are not encrypted. Keep them where only the right people can reach them.
• Use a normal browser window, not a private or incognito one, if you want a tool to keep your work between visits.
• Use a current Microsoft Edge or Google Chrome for the best results. Firefox and Safari mostly work, but some file features need Edge or Chrome.

Nothing you open or type inside EnSuite is sent to the website or anywhere else. EnSuite's security policy blocks every tool from making network connections. The only things the page sends are two small "still signed in" checks that carry no data.

Signing out and locking

• Automatic sign-out. If EnSuite is not used for 15 minutes (you can choose 5, 15 or 30 on the Help page), it locks every tool and signs you out. A minute before, it shows a warning with a Keep working button. The site also ends any session that has not been used for 30 minutes, and every session after 12 hours.
• Tools lock too. A tool that keeps records locks itself after 15 minutes without use (change it under Privacy & security in the tool). Unlocking needs the passphrase.
• Sign out is at the top right. Signing out locks your tools first.

Light or dark

The switch at the top right picks a light or dark look for EnSuite and every tool. Your choice is remembered on this computer. The look is plain greys with no colour tint. Colours appear only where they mean something: green for passed, amber for needs review, red for failed.

Sample data

Every tool can load a made-up example so you can see how it works before using your own files. Whenever sample data is on screen, a yellow SAMPLE DATA IN USE banner shows at the top. On the Home page the banner names each tool that has sample data loaded.

The examples are invented (for example "Example Energy LLC") or come from public filings. Do not mix sample figures with your own.

The screens

• Home: the tools, what each one is for and what it was checked against. Pick Who are you working as? to see the tools for your role: company accountant, auditor, tax preparer, working-interest owner, mineral or royalty owner, small operator, or lender, analyst or investor.
• A tool's tab: the tool itself, with About this tool at the top right (its status and what it keeps) and Privacy & security at the bottom left.
• Help: labels, keyboard keys, terms, privacy, the sign-out setting and Erase all EnSuite data.
• Find (Ctrl+K or /): type to jump to a tool, a role, a term or a setting.

The tools

Reserve Review

Compares a reserve report (the estimate of oil and gas a property can still produce at a profit) with actual production, prices, operating costs and the development plan. It flags differences and records the reviewer's decisions, then fills the Reserve Reasonableness workbook (Excel) for download.

• You need: the reserve report (PDF or Excel), and actuals if you have them.
• Checked against: public SEC reserve reports (EON Resources FY2024, HNR Acquisition FY2023) and a public engineering-firm example. Not yet a private company's report.
• It does not estimate, certify or correct reserves.

Well ARO Workbench (Texas only for now)

Estimates what it will cost to plug each well and restore the site, and rolls that liability (the asset retirement obligation, or ARO) forward period by period.

• You need: a well list, or the public Texas RRC well records it already holds.
• Checked against: public Texas RRC well records and district plugging rates, Treasury data, and made-up company data (96 of 96 test cases).
• Note: its inputs start marked as illustrative or synthetic (demo), so the sample banner shows until you mark them as your own records in the company settings.

DD&A Period Desk

Loads the reserve export, ARO packages, and GL and JIB statements, and carries a period forward, locks it, or reopens it with a reason. DD&A (depreciation, depletion and amortization) spreads a property's cost over the oil and gas it produces. The DD&A Workbook in Excel stays the calculator.

• Checked against: made-up data only so far.

Revenue Testing

Tests whether oil and gas revenue was recorded correctly under US GAAP (ASC 606), by revenue stream and sized by materiality. Auditor and company views of the same tests, with an Excel workpaper.

• You need: GL revenue detail, and statements, volumes, prices and contracts if you have them (CSV or Excel).
• Checked against: HighPeak Energy's public 2025 filings, RRC production and EIA prices, and a made-up example with planted problems.

Roll Forward and Vouching

Ties the oil and gas property roll forward (opening + additions - disposals - DD&A - impairment = closing) to the trial balance and GL, matches every addition to its AFE, JIB or invoice, and picks a vouching sample.

• You need: the trial balance and GL detail; AFEs, JIBs, invoices, sales and lease operating expense if you have them.
• Checked against: HighPeak Energy's public 2025 10-K figures and a made-up example.

Statement Tool

Reads oil and gas revenue statement PDFs and JIB PDFs, shows each row beside the source page, checks that every printed total agrees, keeps every correction with the old value, and exports an Owner Statement Package workbook.

• You need: digital (not scanned) PDF statements. XTO statements are read automatically; other layouts can be typed in beside the page.
• Checked against: one owner's real XTO statements (in the Windows version) and made-up statements in the browser.
• The AFE tracker, Texas checks, 1099 and depletion, and scanned statements are in the Windows version only for now.

Draft Review

Reads draft financial statements and writes a list of questions to raise. It is listed in EnSuite but runs as its own Windows program for now.

Sending feedback

Use Send feedback at the top right of EnSuite, or the feedback form. It goes straight to John. Please say which tool, what you did, and what you expected. Do not include client names or real account numbers.

Keyboard

• Ctrl + K or /: find a tool, view, term or setting.
• Tab / Shift + Tab: move between buttons and links. The one in use has a clear outline.
• Esc: close the finder or a panel.

Terms used in this guide

• Reserves: the estimated oil and gas a property can still produce at a profit.
• DD&A: depreciation, depletion and amortization.
• ARO: asset retirement obligation, the liability to plug wells and restore the site.
• JIB: joint interest billing, the operator's monthly bill to co-owners for their share of costs.
• AFE: authority for expenditure, the operator's cost estimate for a project.
• GL: general ledger, the company's main accounting record.
• Trial balance: a list of every GL account and its balance at a date.
• Materiality: the size of error that would change a reader's view of the statements.
• Vouching: matching a recorded amount to its support, such as an invoice.