FinanceAI teammates for Puzzle
Explain spending changes and what they mean for your runway.
Your Mate
Your result
The request
Summarize how spending affects your remaining runway
Result and follow-up
Review the work with your Mate.
More work to hand off
- Prepare the financial highlights for an investor update
- Suggest categories for transactions awaiting review
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
What needs your approval
Changes to Puzzle need your approval.
Connecting Puzzle
- Connection
- API key
- Setup
- About 5 minutes
Setup instructions
Generate an API key in the Puzzle dashboard. The key provides access to your accounting data, transactions, and financial reports.
Puzzle setup guide
Stripe
QuickBooks
Slack
Google Sheets