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

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

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
  • Build Your First Workflow
  • Monitor and Recover Workflows

Administer the Workspace

  • Manage Team Access
  • Manage Security and Billing
  • Configure Notifications and Branding
  • Troubleshoot Account Access

Build Integrations

  • Developer API Setup
  • Webhook Delivery
  • MCP Workflows

Workspace Inbox and Approvals

Capture receipts and invoices, reconcile them with transactions, and review assistant-proposed actions from one shared workspace.

Build and Review a Forecast

Establish the cash baseline, add explicit assumptions, and interpret uncertainty without a mix-up of forecast and actuals.

On this page

Get StartedOperate FinanceOperate Invoices, Receivables, and CustomersAutomate WorkAdminister the WorkspaceBuild Integrations

Eigenn docs

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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