Boot the workspace
Start by inviting the people who make or review weekly finance decisions: founder, finance lead, bookkeeper, and the operators who own follow-up.
- Connect accounting, bank, payment, inbox, and customer systems.
- Confirm sync health before using the record for decisions.
- Open the command center and review balances, receivables, upcoming cash movement, and stale context.
Run the first useful loop
The first loop should produce an answer, not a setup checklist.
- Review cash position and receivables.
- Open customers or invoices that explain the movement.
- Attach notes to the record instead of moving the decision into a separate thread.
- Save one runway or collection-delay scenario before committing to a spend decision.
Keep the ledger intact
Eigenn does not replace QuickBooks or Xero. It gives the operating team a shared workspace around the ledger so review, context, and decisions stay visible.