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EIGENN.

Connect a data source

Add a planning data source from the Data sources catalog and wait for its first refresh.

A data source is one dataset that Eigenn reads for planning actuals. You add sources from the Data sources catalog on the Data page. Connect a source before you link variables to actuals.

The catalog shows many providers. Only some of them supply a planning dataset now.

Sources that you can connect

SourceCatalog tabPlanning datasetBefore you start
XeroAccountingProfit and loss and balance sheetConnect Xero in Marketplace
Bank transactionsOtherThe monthly net of each transaction categoryNothing
CSV importSpreadsheetsThe same category rollups, with the CSV transactions includedImport the CSV on the Transactions page
StripeSubscription / BillingInvoice actualsInvoices that Eigenn imported from Stripe
QuickBooksAccountingInvoice actualsInvoices that Eigenn imported from QuickBooks

You cannot select the Fortnox card. It shows No planning datasets yet. You also cannot select a card that shows Coming soon. To ask for a new source, select Request under Not finding what you need?.

1. Open the catalog

  1. Go to Scenario planning → Data.
  2. Select New. The Data sources catalog opens.
  3. Select a category tab, or keep All.
  4. Select an available source. Its setup steps open.

2. Set up a Xero source

  1. Under Choose a connection, check the Xero organization name. If the step shows "No Xero connection yet", select Connect it from the marketplace. Connect Xero, then start again.
  2. Select a dataset shows Profit and loss + Balance sheet. Both statements land as one source.
  3. Under Select an accounting method, select Accrual or Cash.
  4. Under Advanced configuration, set the Source label, the Months of history (1 to 36), and Include the current period.
  5. Select Create data source.

3. Set up a bank-transaction or CSV source

  1. Read the step Data comes from your bank activity. For CSV import, import the CSV on the Transactions page first.
  2. Select a dataset shows Transaction categories. The source includes all categories.
  3. Under Advanced configuration, set the Source label, the Months of history (1 to 60), and Include the current period.
  4. Select Create data source.

4. Use Stripe or QuickBooks invoice actuals

The setup shows No setup needed. Select Done. Invoice actuals appear after Eigenn imports invoices from the provider. They do not show as a card on the Data page. You link them from a model.

Advanced configuration

FieldDefaultWhat it does
Source label"Xero P&L and Balance Sheet" or "Transaction categories"The name on the card and in the model panels
Months of history12 for Xero, 24 for transactionsThe number of whole months that each refresh reads
Include the current periodOffAlso reads the current month, which is not complete

With Include the current period off, the history ends with the last complete month.

What happens next

A new source starts with the Refreshing… badge. When the first refresh is complete, the badge changes to Active. You can then link the source to a variable. If the badge shows Failed, the card shows the error.

Related

  • Data
  • Link a variable to data
  • Choose cash or accrual for Xero
  • Use transaction categories as actuals
  • Refresh and check actuals
  • Marketplace Integrations

Conditionals

Choose between two results with if, then, and else, and build tests with comparisons, and, or, not, and in.

Create a chart

Add a bar, line, or combo chart to the Charts page of a model and choose the variables that it plots.

On this page

Sources that you can connect1. Open the catalog2. Set up a Xero source3. Set up a bank-transaction or CSV source4. Use Stripe or QuickBooks invoice actualsAdvanced configurationWhat happens nextRelated

Eigenn docs

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Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview