Move the operating layer first
Keep the accounting system as the source of record. Move recurring spreadsheet review, manual collection notes, and scenario planning into Eigenn where the record can stay live.
- Map customers, invoices, payments, and transactions to existing ledger IDs.
- Keep forecast assumptions attached to scenarios instead of buried in spreadsheet tabs.
- Keep review comments on the customer, invoice, transaction, or scenario they affect.
Preserve source context
Every connected source should remain visible to the team. Source labels, sync status, and record links help finance partners explain where a number came from before anyone acts on it.
Cut over by ritual
Do not migrate every spreadsheet at once. Start with the weekly finance review, then receivables, then customer finance records, then API or webhook automation.