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EIGENN.

Eigenn Documentation

Set up Eigenn, operate each finance workspace, and connect the product to your systems.

Eigenn brings cash operations, documents, customers, invoices, transactions, forecasts, receivables, and automated workflows into one workspace. These docs explain the shipped product and the records behind each result. They also explain the limits that you must confirm before you depend on an automation or a report.

Start Here

  1. Set up your workspace.
  2. Run your first command-center review.
  3. Connect and confirm transaction records.
  4. Choose the integrations and developer tools that you need.
  5. Migrate existing data into Eigenn.

Product Areas

Assistant and Overview

Workspace and Vault

Invoices

Transactions

Finances

Workflows

Receivables

Customers and Teams

Marketplace and API

Settings and Security

Find the Right Kind of Help

  • Features explain what a product area helps you do.
  • Guides show complete workflows and the result that you must confirm.
  • Integrations cover connected apps, webhooks, SDKs, and MCP.
  • API Reference documents the public developer contracts.
  • Support explains what context to collect when you need help.

Confirm Before You Depend on a Result

Eigenn connects product areas that do not always share the same date range, currency conversion, permission, or automation boundary. Feature pages state those differences directly. For important work, use the page's verification checklist. Then confirm the customer, invoice, transaction, or execution record behind the result.

Getting Started

Create a workspace, secure your account, connect the financial record, and check your first operations view.

On this page

Start HereProduct AreasFind the Right Kind of HelpConfirm Before You Depend on a Result

Eigenn docs

current product

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 ExportsReceivablesReceivables AnalyticsReceivables ControlsScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBuild 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 RecordsCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsReview 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
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