Figena
快速上手
把最常用的起步任务放在前面，适合第一次搭建工作区的用户。
01
Start your workspace
Set up your workspace, base currency, account protection, and preferences.
02
Import existing data
Bring CSV transactions and opening balances into a clean workspace.
03
Connect accounts securely
Add supported connections or create manual accounts and review imported activity.
04
Create automation rules
Use rules to categorize recurring activity and reduce manual cleanup.
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Getting started
Set up a workspace and bring your existing records into Figena.
Workspace finance
Organize accounts, transactions, balances, and recurring activity.
Planning & reports
Use budgets, reminders, insights, and exports to stay prepared.
Collaboration & AI
Coordinate workspace access and review AI-assisted work safely.
Security & privacy
Understand sign-in protection, access boundaries, and data controls.
Billing & support
Manage workspace billing and get help when something is unclear.
推荐文章
Start your Figena workspace
Create a workspace, choose shared defaults, and prepare it for daily use.
Import existing data safely
Prepare, sample, validate, and reconcile an import before relying on it.
Add bank, card, and cash accounts
Create account records with clear names, currencies, and opening balances.
Export data for review
Create a focused export for accounting, tax, backup, or operational review.
Review AI-assisted work safely
Use AI for drafts and summaries while keeping important decisions human-reviewed.
How Figena protects access
Understand sign-in protection, workspace boundaries, and safe account practices.
Manage billing and receipts
Review the active plan, billing owner, payment channel, and receipts.
Resources2026-07-03
Resources Center becomes the home for product knowledge
Help content, product wiki navigation, release notes, and developer material now live under one Resources Center.
Product Wiki2026-07-02
Wiki navigation now supports product-area browsing
The product wiki uses a persistent directory and article table of contents for faster scanning.
Trust & Admin2026-06-27
Security and admin guidance is easier to find
Security, privacy, billing, workspace, and data lifecycle guides are promoted as trust resources.
面向开发者与运营团队
为未来 API、集成和自动化能力预留清晰入口，同时连接当前可用的技术指南。
Public API updatesFollow availability updates for supported public integrations and developer documentation.规划中Supported integrationsCustomer guidance for supported imports, exports, and connected services.规划中Data export patternsRecommended CSV/PDF export practices for accounting, audits, taxes, and backup workflows.可用
信任与管理
安全、隐私、账单和工作区管理资料集中展示，方便团队评估和内部交接。
