# Puzzle integration

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

- Authentication: oauth2

## Tools (78)

- **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.
- **Create Customer**: Create a new customer for a company.
- **Create Department**: Create a department for a company.
- **Create Employee**: Create an employee for a company.
- **Create Financial Account**: Create a financial account for a Puzzle company.
- **Create Integration Connection**: Create an integration connection for pushing data into Puzzle.
- **Create Invoice**: Create an invoice for a company with line items, revenue recognition options, and an optional attached document.
- **Create Journal Entries**: Bulk-create multiple journal entries in one request.
- **Create Journal Entry**: Create a single journal entry whose lines balance to zero.
- **Create Journal Entry Document**: Attach a document (receipt, bill, or invoice) to an existing journal entry.
- **Create Location**: Create a location for a company.
- **Create Payroll**: Create a single payroll with employee and contractor compensations.
- **Create Product**: Create a product for a company.
- **Create Requests**: Create category, documentation, and message requests for a transaction.
- **Create Task**: Create a task for a company (experimental endpoint).
- **Create Transaction Document**: Attach a document (receipt, bill, or invoice) to an existing transaction.
- **Create Transactions**: Bulk-create up to 500 transactions for a single financial account.
- **Create Vendor**: Create a new vendor for a company.
- **Delete Journal Entry**: Delete a draft journal entry or void a posted one.
- **Disconnect Company**: Disconnect a company from the partner integration.
- **Get Balance Sheet (Interop Format)**: Retrieve the balance sheet in QuickBooks-compatible format.
- **Get Balance Sheet Statement**: Retrieve a company's balance sheet statement.
- **Get Benefits**: List all company-level benefits for a company.
- **Get Bill**: Retrieve a single bill by ID.
- **Get Bills**: List a company's bills with status, amount, date, and vendor filters.
- **Get Cash Activity Statement**: Retrieve a company's cash activity statement.
- **Get Categorization Metrics**: Retrieve transaction categorization metrics for a company.
- **Get Chart of Accounts**: Retrieve a company's chart of accounts with balances.
- **Get Classification**: Fetch a single classification for a company.
- **Get Classifications**: List all classifications available for a company.
- **Get Companies**: List all companies the calling user has access to.
- **Get Company**: Fetch a single company with connections, financial summary, and metadata.
- **Get Current User**: Get the current OAuth user and their accessible companies.
- **Get Customers**: List all of a company's customers with name, type, and status filters.
- **Get Departments**: List all departments for a company.
- **Get Documents for Entity**: List all documents attached to a bill, invoice, transaction, or manual journal entry.
- **Get Employee Metrics**: Retrieve a summary of a company's employee salary costs over time.
- **Get Expense Metrics**: Retrieve a summary of a company's expenses over time.
- **Get Financial Account Balances**: Get start-of-day balances for a company's financial accounts on given dates.
- **Get Financial Accounts**: List all of a company's financial accounts.
- **Get Financial Statements**: Retrieve a company's financial statements by report key and intervals.
- **Get Income Statement**: Retrieve a company's income statement with flexible filtering.
- **Get Income Statement (Interop Format)**: Retrieve the income statement in QuickBooks-compatible format.
- **Get Invoice**: Retrieve a single invoice by ID.
- **Get Invoices**: List a company's invoices with customer, status, account, date, and amount filters.
- **Get Journal Entries**: List a company's partner-created journal entries with cursor pagination.
- **Get Ledger Account**: Fetch one chart-of-accounts ledger account with balances.
- **Get Locations**: List all locations for a company.
- **Get Monthly Checklist**: Retrieve a company's monthly close checklist for a month.
- **Get Payroll**: Get a single payroll by ID.
- **Get Product**: Retrieve a single product by its ID.
- **Get Products**: List a company's products with filtering and cursor pagination.
- **Get Puzzle Categories**: List all valid Puzzle categories usable for transaction categorization.
- **Get Requests**: List requests in a company with status, type, transaction, user, and date filters.
- **Get Revenue Metrics**: Retrieve a summary of a company's revenue over time.
- **Get Spending Metrics**: Retrieve payroll and non-payroll spending metrics for a company.
- **Get Tasks**: List a company's tasks with status, type, assignee, and transaction filters (experimental endpoint).
- **Get Transaction**: Retrieve a single transaction by its ID.
- **Get Transactions**: List a company's transactions filtered by date range, account, vendor, category, or status.
- **Get Trial Balance Report**: Generate a trial balance report for a company.
- **Get Vendors**: List all of a company's vendors with type, status, and 1099 filters.
- **Get Vendor Spending Report**: Retrieve a report of a company's vendor spending over a month range.
- **Get Workers**: List all of a company's workers, both employees and contractors.
- **Initiate Creating a Company**: Prefill Puzzle onboarding with company info and get a signup URL.
- **Initiate Prefilled Onboarding**: Prefill Puzzle onboarding with company info and get an onboarding URL.
- **Update Bill**: Update an existing bill with new values.
- **Update Bill Status**: Update the status of an existing bill.
- **Update Customer**: Update an existing customer for a company.
- **Update Invoice**: Update an existing invoice with new values.
- **Update Product**: Update an existing product's details.
- **Update Task**: Update a task's status, assignees, or text (experimental endpoint).
- **Update Transaction**: Update an existing transaction's categorization, associations, or attached document.
- **Update Vendor**: Update an existing vendor for a company.

Connect Puzzle in General Input: https://www.generalinput.com/apps/puzzle