Puzzle

Puzzle

AI-native accounting API for startups: transactions, journal entries, financial statements, AP/AR, payroll, and burn/runway metrics.

OAuth78 tools
Connect Puzzle

Three ways to use Puzzle

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Puzzle.

Create Account Balance

Record a point-in-time balance for a financial account.

Tool

Create Attachment for Entity

Attach a file to a bill, invoice, transaction, journal entry, or manual journal entry.

Tool

Create Benefit

Create a benefit for a company.

Tool

Create Bill

Create a bill for a company with line items and an optional attached document.

Tool

Create Classifications

Create a classification with a class and segment.

Tool

Create Contractor

Create a contractor for a company.

Tool

Get started automating Puzzle

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and Geni wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.