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Training · Getting started

Exigyn Academy

Get set up in 10 one-minute lessons.

Each lesson is a short video with written steps, from your first workspace to your AI finance team. Click a step's timestamp to jump the video there.

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Getting started

10 lessons
Lesson 10:57Welcome: set up your workspaceCreate your workspace, name your first scenario, set your planning window and invite your team.0:57 · 8 stepsLesson 2Connect your accounting systemConnect QuickBooks Online or NetSuite, map your accounts and pull your actuals.Coming soonLesson 3Set up your dimensionsDepartments, programs and projects, vendors and roll-up hierarchies.Coming soonLesson 4Build your first OpEx forecastAdd forecast lines in the OpEx grid, code them and phase them by month.Coming soonLesson 5Workforce & headcount planningLoad your roster, set comp assumptions and allocate people to programs.Coming soonLesson 6Clinical trials & accrualsSet up a study, import a CRO budget and post accruals to the P&L.Coming soonLesson 7POs, CapEx & prepaidsImport purchase orders, track capital assets and amortize prepaids.Coming soonLesson 8Month-end: statements & BvAReview financial statements, drill into variances and close the month.Coming soonLesson 9Cash runway & scenariosRead your runway, clone a scenario and test what-ifs.Coming soonLesson 10Your AI finance teamUse the in-app assistant, connect Claude and approve agent changes.Coming soon
Still stuck? Ask in the Exigyn Community on Slack.Finance and ops teams and the Exigyn team answer setup questions there. You can also email angus@exigyn.com.
Coming soon
Set up your workspace today.Start free, or book a demo on your own numbers.