Forecasting agent
Prepare runway, burn, revenue, expense, and cash-flow views from the connected stack.
AI-Assisted Workflows
Eigenn uses AI as an assistant to operator judgment. Agents prepare work, explain reasoning, suggest next steps, and keep humans in control of the finance record.
automation.eigennhuman review
agent review
7 inputs
3 approvals | Agents prepare the work while operators keep judgment and control.
01
Forecast inputs gathered
02
Assumptions surfaced
03
Operator approval required
35+
finance jobs agents can help prepare
120+
finance tools available to agents
Reviewable
operators can inspect and override
Finance AI fails when it hides the work
Operators distrust black-box finance automation. They need to know which data was used, which assumption changed, and where judgment is required.
Skeptical
Finance teams need human review
Complex
Forecasting, tax, cash, and reconciliation need context
Risky
Autonomous finance claims can overpromise
How agent review works
Operators distrust black-box finance automation. They need to know which data was used, which assumption changed, and where judgment is required.
01
Choose the finance job
Use agents for forecasting, stress testing, categorization, reconciliation, collections, or unit economics.
02
Inspect the reasoning
Review inputs, assumptions, suggested actions, and confidence before work changes the record.
03
Approve and keep the trail
Accept, edit, or reject suggestions while the record keeps the decision history.
Automation that stays accountable
Let agents accelerate finance work without pretending judgment can be removed.
Stress-testing agent
Run downside cases for collections, revenue, hiring, expenses, FX, and cash timing.
Reconciliation agent
Suggest invoice, payment, and transaction matches with reasoning and override support.
Cash optimization agent
Flag decisions that affect runway, buffer days, and operating cadence.
Collections agent
Assist AR follow-up while keeping customer context and human review visible.
Workflow runtime
Run durable finance workflows with events, owners, pauses, and history.
Where this shows up in the week
Runway prep
Have the agent prepare a scenario pack before the founder and CFO review it.
Close cleanup
Suggest transaction categories and matches, then leave evidence for the bookkeeper.
Weekly finance meeting
Summarize what changed, what is at risk, and which decisions need human attention.
“The agent is useful because it shows the assumption, the record, and the recommended change before I approve it.”
Fractional CFO
B2B SaaS portfolio
“Forecast prep is faster, but the founder still sees the inputs and can challenge them.”
Finance lead
Services company
“Categorization suggestions save time because they do not erase the bookkeeper's judgment.”
Bookkeeper
Client finance practice
“The weekly summary points us to the records that deserve attention instead of generating generic advice.”
Founder
Agency team
Use AI where it can explain the work
Accelerate forecasting, review, reconciliation, and cash decisions with humans in control.
No credit card required. Start with one finance review and expand from there.