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Figena
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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.
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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.