Puzzle
AI-native accounting API for startups: transactions, journal entries, financial statements, AP/AR, payroll, and burn/runway metrics.
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.
Create Attachment for Entity
Attach a file to a bill, invoice, transaction, journal entry, or manual journal entry.
Create Benefit
Create a benefit for a company.
Create Bill
Create a bill for a company with line items and an optional attached document.
Create Classifications
Create a classification with a class and segment.
Create Contractor
Create a contractor for a company.
Get started automating Puzzle
Ready-to-use workflows
Prompts using Puzzle
Month-end variance memo drafted from your Puzzle books
On the 5th of each month, your just-closed books become a written variance memo that explains every big swing and flags what nobody can explain yet.
Track 1099 contractor payments against the $600 threshold
On the 2nd of every month, see which contractors have crossed the $600 reporting line this year and which are getting close, well before January.
Check that cash covers your bills before each payment run
Every Thursday at 9am, see what you owe over the next 30 days against the cash you actually have, before you approve a single payment.
Daily Slack digest of transactions your books cannot categorize
Every weekday at 4pm, get one Slack message asking about the handful of transactions your bookkeeping could not categorize, while you still remember them.