EIGENN.
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EIGENN.

Guides

Complete repeatable Eigenn workflows from setup through verification.

Guides combine many product areas into one complete procedure. Each guide gives the prerequisites, the actions to take, and the result to confirm. Each guide also gives recovery steps for when a result does not match your expectations.

Get Started

  • Set Up a Workspace
  • Run Your First Command Center Review
  • Process Inbox Items
  • Run a First Cash Review
  • Create Your First Planning Model

Operate Finance

  • Connect Transaction Records
  • Reconcile and Categorize Transactions
  • Maintain Transaction Rules
  • Build and Review a Forecast
  • Run a Runway Stress Test
  • Run a Finance Operating Review
  • Run a Weekly CFO Review

Plan and Model

  • Create Your First Planning Model
  • Build a Driver-Based Planning Model
  • Connect Planning Data and Actuals
  • Configure Planning Time and Actuals
  • Compare and Share Planning Scenarios
  • Run Planning Uncertainty Analysis
  • Collaborate on a Planning Model
  • Review, Restore, and Export a Planning Model

Operate Invoices, Receivables, and Customers

  • Create and Send Invoices
  • Manage the Invoice Lifecycle
  • Run an Invoice Collection Workflow
  • Configure Receivables Controls
  • Run a Receivables Tone Experiment
  • Create and Manage Customers
  • Work With Customer Finance Records

Automate Work

  • Configure Assistant Operations
  • Save and Share Assistant Work
  • Build Your First Workflow
  • Monitor and Recover Workflows

Administer the Workspace

  • Manage Team Access
  • Configure Approval Policies
  • Configure Customer Fields
  • Manage Security and Billing
  • Configure Notifications and Branding
  • Troubleshoot Account Access

Documents and Integrations

  • Organize and Share Documents
  • Developer API Setup
  • Webhook Delivery
  • MCP Workflows

Workflows

Build, validate, deploy, run, and manage finance automations in the visual Workflow Studio.

Build a Driver-Based Planning Model

Turn a business question into assumptions, formulas, dimensions, outputs, and checks that a reviewer can follow.

On this page

Get StartedOperate FinancePlan and ModelOperate Invoices, Receivables, and CustomersAutomate WorkAdminister the WorkspaceDocuments and Integrations

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