Recursos
Encuentra respuestas. Sigue avanzando.
Guías de producto, novedades, documentación para desarrolladores y recursos de seguridad, todo en un solo lugar.
Get the workspace running
Create the workspace, bring in data, connect accounts, then put repeat work on rules.
01Start your workspaceSet up your workspace, base currency, account protection, and preferences.02Import existing dataBring CSV transactions and opening balances into a clean workspace.03Connect accounts securelyAdd supported connections or create manual accounts and review imported activity.04Create automation rulesUse rules to categorize recurring activity and reduce manual cleanup.
Browse by product topic
Recommended articles
Start your Figena workspaceCreate a workspace, choose shared defaults, and prepare it for daily use.Import existing data safelyPrepare, sample, validate, and reconcile an import before relying on it.Add bank, card, and cash accountsCreate account records with clear names, currencies, and opening balances.Export data for reviewCreate a focused export for accounting, tax, backup, or operational review.Review AI-assisted work safelyUse AI for drafts and summaries while keeping important decisions human-reviewed.How Figena protects accessUnderstand sign-in protection, workspace boundaries, and safe account practices.
What just changed
Every entry describes a product change that has already shipped.
Resources2026-07-03Resources Center becomes the home for product knowledgeHelp content, product wiki navigation, release notes, and developer material now live under one Resources Center.Product Wiki2026-07-02Wiki navigation now supports product-area browsingThe product wiki uses a persistent directory and article table of contents for faster scanning.Trust & Admin2026-06-27Security and admin guidance is easier to findSecurity, privacy, billing, workspace, and data lifecycle guides are promoted as trust resources.
For developers and operations teams
Separate current guidance from planned API and integration entry points before your team designs around them.
PlannedPublic API updatesFollow availability updates for supported public integrations and developer documentation.PlannedSupported integrationsCustomer guidance for supported imports, exports, and connected services.AvailableData export patternsRecommended CSV/PDF export practices for accounting, audits, taxes, and backup workflows.
Trust and admin
Security, privacy, billing, and workspace administration material for evaluation and handoff.
Security modelUnderstand account protection, access controls, secure connections, and privacy choices.Data lifecycleManage access, exports, device removal, workspace deletion, and collaborator scope.Billing and receiptsUpdate plans, payment sources, invoices, receipts, and business billing details.Workspace preferencesStandardize categories, tags, members, base currency, and workspace decisions.