Bank sync
Pull live bank and payment activity into the workspace without waiting for a monthly export.
Transaction Intelligence
Transactions are where finance questions start. Eigenn turns each transaction into a record the founder, bookkeeper, and CFO can inspect, explain, categorize, and tie back to customers, invoices, documents, and scenarios.
expense.tracking.eigennreview ready
transaction queue
94%
12 needs context | Every transaction explains the category, match, and decision trail.
Stripe payout$8,420matched
AWS services$1,944needs owner
Acme payment$12,100reconciled
Payroll debit$18,700forecasted
Live
Bank and payment activity stays current
Explainable
AI categorization shows its reasoning
Reviewable
Questions and fixes stay on the transaction
Transactions lose meaning when context lives elsewhere
A transaction line can hide a customer issue, a margin problem, a vendor surprise, or a runway assumption. If context is in Slack or email, the books stay clean but the decision stays fuzzy.
Opaque
Transactions lack the business reason behind them
Repeated
Bookkeepers ask the same context questions every month
Detached
Scenario assumptions drift from the source records
How transaction queue works
A transaction line can hide a customer issue, a margin problem, a vendor surprise, or a runway assumption. If context is in Slack or email, the books stay clean but the decision stays fuzzy.
01
Sync and enrich activity
Bring bank, payment, and invoice activity into a transaction record with merchant, customer, category, and match context.
02
Explain the categorization
Use AI assist for suggestions while showing the reasoning and keeping overrides visible.
03
Keep the question on the record
Comments, mentions, files, and decisions stay attached to the transaction so the next review has evidence.
Transaction records your team can reason from
Make transaction review useful for bookkeeping, forecasting, customer work, and operator decisions.
AI categorization
Suggest categories and matches with reasoning that a human can accept, fix, or reject.
Reconciliation matching
Tie payments, invoices, customers, and bank activity together before they become cleanup work.
Context requests
Ask the founder about a transaction directly on the record instead of in a side channel.
Scenario inputs
Use cleaned transaction data as an input to cash, expense, and runway models.
Audit trail
Show who changed a category, added context, or approved a match.
Where this shows up in the week
Bookkeeper question queue
Ask precise context questions and keep the answers available for future reviews.
Expense surge review
Find which transactions drive an expense increase before changing the forecast.
Customer and invoice matching
Match payments to records so cash reporting and customer context stay aligned.
“The transaction record became the place where the question, answer, category, and forecast impact all live.”
Bookkeeper
Fractional finance practice
“AI suggestions are useful because the team can see the reason and override it before it affects reporting.”
Controller
B2B SaaS team
“We stopped asking the same transaction questions every close because the answer stays on the record.”
Finance lead
Agency group
“Expense scenarios are more trusted when they trace back to the transactions behind the trend.”
Founder
Services company
Turn transaction cleanup into finance context
Categorize, explain, match, and review transactions where decisions happen.
No credit card required. Start with one finance review and expand from there.