Customer profile
Keep contacts, terms, payment methods, notes, files, and owner context in one place.
Customer Finance Records
See the finance reality behind every important customer. Eigenn keeps customer records tied to transactions, invoices, payments, comments, files, and scenarios so account and cash decisions start from the same context.
customer.records.eigennfinance profile
customer record
$128K
3 open items | Customer decisions start from finance context, not a CRM fragment.
Profile
Invoices
Payments
Notes
1Invoices and notes linked
2Payment behavior visible
3Scenario dependency mapped
Unified
Customer, invoice, payment, and note context
Decision-ready
Payment behavior informs cash and terms
Shared
Finance partners see the same record
Customer finance context is bigger than a billing contact
A customer can drive revenue, margin, collections risk, cash timing, and project profitability. If those facts live across tools, teams make customer decisions from partial context.
Partial
CRM and accounting systems each show a slice
Risky
Payment behavior is missed before new work starts
Scattered
Notes, files, and owner context live outside finance
How customer record works
A customer can drive revenue, margin, collections risk, cash timing, and project profitability. If those facts live across tools, teams make customer decisions from partial context.
01
Build the finance record
Connect customer details, contacts, invoices, payments, transactions, files, and notes.
02
Review operating signals
See balance, aging, payment behavior, profitability context, and open questions before acting.
03
Make decisions on the customer
Attach comments, tasks, scenarios, and approvals to the customer record so context survives handoffs.
Customer finance records for operating decisions
Use the customer record as the anchor for cash, invoice, profitability, and scenario work.
Invoice and payment history
See open balances, paid history, delays, and collection context from the customer view.
Relationship notes
Attach internal context to the record finance and operators already review.
Tasks and files
Track follow-up and evidence without losing it in a separate workspace.
Scenario links
Tie customer concentration, delayed payments, and churn assumptions to stress tests.
Handoffs
Let account, finance, and bookkeeper workflows start from the same customer truth.
Where this shows up in the week
Customer concentration review
Model what happens if a top customer delays payment, churns, or expands.
Terms and credit decisions
Review payment history before changing terms or approving more work.
Account handoff
Give the next owner the financial context, not just a CRM note.
“The customer record finally shows the finance reality: invoices, payment behavior, notes, and the scenario impact.”
Operations lead
Consulting agency
“We stopped making client decisions from CRM notes that did not include payment behavior.”
Founder
Services business
“Customer concentration is easier to talk about when the record links to the scenario.”
Fractional CFO
B2B SaaS team
“The bookkeeper and account manager can now answer customer finance questions from the same view.”
Controller
Professional services firm
Put customer finance context on the record
Connect customers, invoices, payments, notes, files, and scenarios before the next decision.
No credit card required. Start with one finance review and expand from there.