Features
Everything the finance week needs, in one workspace
Thirteen capabilities over one set of finance records: the command center, receivables, transactions, customers, scenarios, agents, workflows, approvals, the inbox, the vault, payments, integrations, and security.
Every capability
Thirteen capabilities, one set of records.
Each page explains what the capability does, how it works, and where it fits in the week.
Command Center
Command Center
Cash, bank accounts, transactions, customers, invoices, AR aging, payment status, and sync health in one operating surface.
Transactions
Transaction Intelligence
Categorization, enrichment, matching, reconciliation, and review context for the transactions behind the numbers.
Customer Records
Customer Records
Customer records with contacts, invoices, payment methods, notes, tasks, files, payment behavior, and scenario links connected to finance decisions.
Receivables
Receivables
Invoices, payments, reconciliations, dunning status, AR aging, and customer context connected to the broader finance workspace.
Payments
Payments
Payment status, payment links, collections context, and cash timing connected to customers, invoices, and scenarios.
Scenarios
Scenarios and Stress Tests
Runway, burn, break-even, cash flow, revenue, expense, hiring, collection delay, and downside scenarios tied to live records.
Assistant
Finance Assistant
Specialist agents prepare finance work — categorization, collection drafts, forecasts, reconciliation — and a person approves it before it takes effect.
Workflows
Workflow Automation
Build recurring finance work on a canvas: triggers, emails and SMS, late fees, escalations, decisions, waits, and human checkpoints.
Approvals
Approvals
Require sign-off before sensitive finance actions run. Set thresholds so small amounts proceed and large ones wait for review.
Inbox
Inbox
Receipts, bills, and statements arrive by email or upload, get read automatically, and are matched to the transaction or invoice they belong to.
Vault
Vault
Store contracts, statements, and finance documents, extract their key values, and ask questions across them with the source cited.
Integrations
Integrations
Connections to accounting, banking, payments, email, messaging, storage, automations, and developer tools without replacing the systems of record.
Security
Security and Audit
Role-based access, audit history, secure exports, scoped keys, and reviewable AI work for finance teams that need trust.
See the current state
Bank balances, transactions, customers, invoices, AR aging, payment status, and sync state in one live surface.
- Bank sync through Plaid
- Accounting sync with QuickBooks and Xero (Fortnox in beta)
- AR aging and payment movement
Act on it without doing it by hand
Recurring finance work runs on its own, agents prepare the judgement calls, and approvals hold anything sensitive.
- Workflows with triggers, conditions, and actions
- 34 specialist agents that propose, not act
- Approval thresholds and ordered chains
Decide with the evidence attached
Model the decision before making it, and keep the evidence attached to the records that explain the number.
- Runway, hiring, and collection-delay scenarios
- Documents read, extracted, and searchable
- Audit logs across records and agent actions
The Decision Layer
The questions the general ledger cannot answer
Your books tell you what happened. This is the layer that tells you what happens next: scenarios, runway, analytics, and the decisions that came out of them.
Scenarios and stress tests
Model revenue shocks, delayed collections, new hires, and expense spikes against the current forecast before the team commits.
Advanced analytics
Unit economics, contribution margin, customer concentration, churn risk, and DSO, computed from the records rather than a separate model.
Forward-looking metrics
Runway, burn, break-even, working capital, and seasonality drawn from the connected bank and accounting data.
Decisions on the record
Comments and mentions stay on the transaction, invoice, or document they explain, and recorded decisions stay on the scenario.
Reviewable agent work
Agents show the reasoning and the records behind every suggestion, and a person approves before it takes effect.
Portable evidence
Export the data your accountant, board, or lender needs, and sync results back to QuickBooks or Xero. Fortnox is in beta.
Run the next finance review in Eigenn
Connect the stack, see the live state, and run the first runway scenario with your team in the same workspace.