Question 1

What decides which plan I need?

Accepted Answer

The number of people who work in the account, and how much of the receivables and forecasting work you want automated. Starter covers one or two people invoicing and following up. Growth adds the shared inbox, collections automation, and ownership queues that a receivables team needs. Scale adds scenario stress tests, the visual workflow builder, API access, and audit logs. Enterprise adds SSO, SCIM, Peppol e-invoicing, and a deployment review.

Question 2

Is there a free plan?

Accepted Answer

No. Every plan starts with a 14-day trial instead. Starter, Growth, and Scale all offer the trial; Enterprise is sales-assisted.

Question 3

How does the trial work?

Accepted Answer

You pick a plan and get 14 days of full access to that plan. Checkout does not ask for a card to start the trial. Add payment details before the trial ends to continue, or let it lapse.

Question 4

What does annual billing save?

Accepted Answer

Annual billing saves up to 17% against the monthly price on the same plan. You can switch between monthly and annual at any renewal.

Question 5

Can I change plans later?

Accepted Answer

Yes. An upgrade applies immediately and raises your limits the same day. A downgrade applies at the start of your next billing period, so you keep the higher limits for the period you already paid for.

Question 6

What happens if I reach a limit?

Accepted Answer

The workspace tells you which limit you reached and what the next plan allows. Settings shows current usage against every limit, so you can see a limit approaching before it stops work.

Question 7

How many people can use the workspace?

Accepted Answer

Each plan includes seats: Starter includes 2, Growth 5, Scale 10, and Enterprise is unlimited. Seats come in three types. An admin manages billing, configuration, and the team. A member does the day-to-day finance work. A viewer has read-only access, which suits a lender, an auditor, or a board member.

Question 8

Can I add seats beyond the included ones?

Accepted Answer

Yes, and you pay only for the type you need: $49 per admin, $45 per member, and $39 per viewer, each per month. Viewer seats let you bring in an accountant or investor without paying for a full operating seat.

Question 9

Do my bookkeeper and fractional CFO need their own seats?

Accepted Answer

Yes. Give a bookkeeper or fractional CFO a member seat so they can work in the records, or a viewer seat if they only need to read. Custom roles on Scale and Enterprise narrow that further, so an external partner sees only what their work requires.

Question 10

Can I add one capability without changing plan?

Accepted Answer

On Starter, yes. Advanced Analytics and API Access are each available as an add-on, either as a flat pack for the account or per seat. On Growth and above these are part of the plan, so there is nothing to add.

Question 11

Do I have to move off QuickBooks or Xero?

Accepted Answer

No. Eigenn is not a general ledger and does not replace one. It syncs with QuickBooks Online, Xero, and Fortnox, and those systems stay the official books. Eigenn is where the team operates on what the books report.

Question 12

Which banks and payment systems connect?

Accepted Answer

Bank balances and transactions sync through Plaid, Teller, GoCardless, and EnableBanking. Stripe brings in payments, subscriptions, and payouts. Gmail and Slack are connected; Outlook is in beta.

Question 13

What does the assistant actually do?

Accepted Answer

Specialist agents prepare work for a person to approve. They categorize transactions and show the reason, draft collection messages, run forecasts and stress tests, match inbox documents to invoices, and rank which overdue accounts to chase first. Agents propose. A person approves. Every agent action is recorded in the audit log.

Question 14

Can I require sign-off before something happens?

Accepted Answer

Yes. Approval policies gate specific actions, such as writing off an invoice, agreeing a settlement, or letting an agent act. A policy can carry an amount threshold, so small write-offs proceed and large ones need review. Approvals can run as a chain of several people in order.

Question 15

Which plans include scenarios and stress tests?

Accepted Answer

Scale and Enterprise. Starter and Growth include the command center, forecasts, and reports; scenario stress tests for runway, hiring, revenue shocks, and collection delays start at Scale. Starter can add advanced analytics separately.

Question 16

What access and audit controls are available?

Accepted Answer

All plans support multi-factor authentication and tenant-isolated data. Scale adds audit logs and custom roles. Enterprise adds SSO with SAML, SCIM directory sync for automated provisioning and deprovisioning, and advanced security controls.

Question 17

Can you support our security review?

Accepted Answer

Yes. Enterprise includes a security review with our team, and we will complete your questionnaire and sign a data processing agreement. Our subprocessor list and data processing terms are published on this site.

Question 18

Can Eigenn run in our own infrastructure?

Accepted Answer

Self-hosted deployment is available on Enterprise. Talk to sales about your environment and the operating model you need.

Question 19

What if we need an integration you do not have?

Accepted Answer

Scale and Enterprise include REST API and MCP access, so your team can build against the same records the workspace uses. Enterprise also includes integration support from our team for systems that are not in the app directory.

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