Know which clients, projects, and decisions are moving cash
For legal, accounting, advisory, and other professional services teams, Eigenn keeps client finance, invoices, transactions, scenarios, and decisions in one operating workspace.
client, invoice, and transaction context
profitability and hiring scenarios
bookkeeper and CFO work on records
Client finance should not be reconstructed by hand
Professional services teams need to move from backward-looking reports to decisions anchored in client records.
client finance context spread across tools
profitability questions answered late
bookkeeper and CFO work hidden in side channels
How It Works
Go from financial fog to a shared weekly operating rhythm
Eigenn connects the systems you already use, turns records into shared context, and gives the weekly cash ritual a place to happen.
Connect the live record
Sync accounting, banking, payments, invoices, customers, and inbox data so the operating view stays current.
Stress-test the decision
Model hiring, revenue, expense, collection, and cash scenarios against the same records the team reviews.
“The founder stopped asking for another spreadsheet because the scenario and the transaction context were in the same place.”
Fractional CFO, Seed-stage portfolio
Run the week from the workspace
Run the cash review, variance walk, and follow-up work with comments, docs, and owners attached to records.
Built for service teams that need context and control
Professional services firms need client-level context, project profitability, cash visibility, and partner decisions in the same place.
Client finance record
Connect client, invoice, transaction, note, file, and payment behavior into one finance record.
Scenario planning
Stress-test hiring, margin, collection delays, and client concentration before the partner meeting.
Record-based review
Give founders, partners, bookkeepers, and fractional CFOs one workspace for comments and decisions.
GL coexistence
Keep QuickBooks or Xero as the accounting system while Eigenn hosts the operating layer.
Built for client finance and partner review
Service teams need a cleaner way to review client finance, cash, and decisions together.
The partner review is sharper when the client record, cash impact, and scenario are already connected.
Managing partnerAdvisory firm
Our bookkeeper is no longer invisible. Their questions and fixes live on the records the team reviews.
Firm administratorLegal operations team
Run professional services finance from the record
Bring client finance, billing context, scenarios, and weekly reviews into one workspace.
No credit card required. Start with the records your next review already needs.