EIGENN.
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EIGENN.

Product Features

Understand each Eigenn workspace and how the product areas work together.

Eigenn keeps operational finance records connected. Start with the product area where the work appears. Then follow its related guide when you need the complete sequence of operations.

Assistant and Overview

  • Assistant Command Center
  • Assistant Automation
  • Overview

Workspace and Vault

  • Workspace Inbox and Approvals
  • Document Vault
  • Document Processing and Extraction

Invoices

  • Invoices
  • Invoice Products
  • Invoice Insights

Transactions

  • Transactions
  • Bank Connections
  • Transaction Categories and Rules

Finances

  • Financial Overview
  • Command Center
  • Financial Analytics and Reports
  • Budgets and Forecast
  • Stress Tests

Workflows

  • Workflows
  • Workflow Executions
  • Workflow Pauses
  • Weekly Finance Ritual

Receivables

  • Receivables
  • Receivables Controls
  • Receivables Analytics
  • Tone Profiles and Experiments

Customers and Access

  • Customers
  • Customer Finance Records
  • Customer Lifecycle
  • Teams and Organizations

Marketplace and Developer Platform

  • Marketplace Integrations
  • Developer Platform

Settings and Administration

  • Settings Overview
  • Security and Access
  • Notifications and Branding
  • Billing and Usage
  • Account Preferences
  • Onboarding and Support

Every page separates the visible settings from the behavior that the product enforces. Each page also shows the role, plan, data-quality, and reporting limits where they matter.

Getting Started

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

Account Preferences

Manage your profile, appearance, regional formats, workspace currency access, MFA devices, and account deletion.

On this page

Assistant and OverviewWorkspace and VaultInvoicesTransactionsFinancesWorkflowsReceivablesCustomers and AccessMarketplace and Developer PlatformSettings and Administration

Eigenn docs

current product

Overview
Overview
OverviewAccount PreferencesAssistant AutomationAssistant Command CenterBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionDocument VaultFinancial Analytics and ReportsFinancial OverviewInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewReceivablesReceivables AnalyticsReceivables ControlsSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow PausesWorkflowsWorkspace Inbox and Approvals
OverviewBuild and Review a ForecastBuild Your First WorkflowConfigure Assistant OperationsConfigure Notifications and BrandingConfigure Receivables ControlsConnect Transaction RecordsCreate and Manage CustomersCreate and Send InvoicesDeveloper 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 RecordRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Your First Command Center ReviewSet 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 Status
Overview
Overview