Role-based access
Limit who can view, comment, edit, export, or administer sensitive finance records.
Security & Audit
Eigenn handles sensitive finance work without hiding how work happened. Access, exports, agent actions, comments, and record changes stay visible to the people responsible for the business.
security.eigenncontrolled
access review
4 roles
38 events | Sensitive finance work can be shared without making access loose.
Founder
View
Comment
Export
Admin
CFO
View
Comment
Export
Admin
Bookkeeper
View
Comment
Export
Admin
Ops
View
Comment
Export
Admin
Scoped
Access can match founder, CFO, and bookkeeper roles
Auditable
Record changes and agent work stay reviewable
Portable
Exports keep evidence available outside Eigenn
Finance teams need visibility without losing control
A shared finance workspace only works if operators can invite bookkeepers, CFOs, and teammates without exposing every record or hiding critical changes.
Sensitive
Finance data crosses customers, banks, and payroll context
Distributed
External partners need access without owning the workflow
AI-skeptical
Operators need to see what agents did and why
How access review works
A shared finance workspace only works if operators can invite bookkeepers, CFOs, and teammates without exposing every record or hiding critical changes.
01
Invite by responsibility
Give founders, operators, bookkeepers, and fractional CFOs access aligned to the work they handle.
02
Review record history
See comments, ownership changes, exports, workflow actions, and agent activity attached to records.
03
Keep evidence portable
Export the data and history accountants, operators, or stakeholders need outside the workspace.
Trust controls for a shared finance workspace
Security is part of the operating workflow, not a separate compliance deck.
Scoped API keys
Let integrations and internal tools access only the finance records they need.
Audit history
Track changes, comments, exports, workflow runs, and agent activity.
Secure exports
Move evidence to accountants, auditors, or stakeholders without losing structure.
Agent review
Show AI suggestions and reasoning before operators rely on the output.
Partner access
Invite external finance partners without handing them the whole business.
Where this shows up in the week
Fractional CFO access
Bring a CFO into forecasts, scenarios, comments, and records without broad admin rights.
Bookkeeper visibility
Let bookkeepers resolve questions in context while keeping access deliberate.
Board or lender pack
Export finance evidence with a trail back to the records behind the numbers.
“We could finally bring the bookkeeper and CFO into the same workspace without giving everyone the same permissions.”
Founder
Professional services firm
“The audit trail matters because decisions and AI suggestions are now part of the record.”
Controller
B2B SaaS team
“Exports are more useful when they carry the context that explains the number.”
Fractional CFO
Client portfolio
“Access controls made the workspace practical for outside finance partners.”
Operations manager
Agency group
Share finance work without losing control
Give the right people access to records, comments, exports, and decisions.
No credit card required. Start with one finance review and expand from there.