EIGENN.
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EIGENN.

Product Features

Understand each Eigenn workspace and how the product areas work together.

Eigenn keeps operational finance records connected. Start with the product area where the work appears. Then follow its related guide when you need the complete sequence of operations.

Assistant and Overview

  • Assistant Command Center
  • Assistant Automation
  • Assistant Workspace and Saved Work
  • Overview

Inbox and Files

  • Inbox and Approvals
  • Files and Document Vault
  • Document Processing and Extraction

Invoices

  • Invoices
  • Invoice Products
  • Invoice Insights

Transactions

  • Transactions
  • Bank Connections
  • Transaction Categories and Rules
  • Transaction Coding

Finances

  • Financial Overview
  • Command Center
  • Financial Analytics and Reports
  • Budgets and Forecast
  • Stress Tests

Scenario Planning

  • Scenario Planning
  • Planning Models and Formulas
  • Planning Time and Actuals
  • Planning Data and Dimensions
  • Planning Uncertainty
  • Planning Versions and Collaboration
  • Planning Views and Exports

Workflows

  • Workflows
  • Workflow Executions
  • Workflow Pauses
  • Workflow Outcomes
  • Weekly Finance Ritual

Receivables

  • Receivables
  • Receivables Controls
  • Receivables Analytics
  • Tone Profiles and Experiments

Customers and Access

  • Customers
  • Customer Finance Records
  • Customer Lifecycle
  • Customer Fields
  • Teams and Organizations

Marketplace and Developer Platform

  • Marketplace Integrations
  • Developer Platform

Settings and Administration

  • Settings Overview
  • Approval Policies
  • Security and Access
  • Notifications and Branding
  • Billing and Usage
  • Account Preferences
  • Onboarding and Support

Every page separates the visible settings from the behavior that the product enforces. Each page also shows the role, plan, data-quality, and reporting limits where they matter.

Getting Started

Create a workspace, secure your account, connect the financial record, and check your first operations view.

Account Preferences

Manage your profile, appearance, regional formats, workspace currency access, MFA devices, and account deletion.

On this page

Assistant and OverviewInbox and FilesInvoicesTransactionsFinancesScenario PlanningWorkflowsReceivablesCustomers and AccessMarketplace and Developer PlatformSettings and Administration

Eigenn docs

current product

Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview