What can an AI agent do with Puzzle?

A Puzzle AI agent can monitor your burn rate, compute runway, pull P&L and cash flow statements, list and search transactions, and deliver scheduled financial summaries to Slack or email. Write actions like categorizing transactions or adding notes always require your explicit approval before changes are made.

How often can my AI agent check my financials?

As often as you need. You can schedule your agent to run daily, weekly, or monthly, or trigger a financial check on demand whenever you need a snapshot.

Can the AI agent categorize transactions automatically?

It can draft categorizations and queue them for your review, but it will never apply changes without your approval. All write actions go through a confirmation step before anything in Puzzle is modified.

What financial data does my AI agent have access to?

Your agent can access whatever Puzzle exposes through its API: transactions, chart of accounts, P&L, balance sheet, cash flow, and computed metrics like burn rate and runway. It only reads data when a task requires it, and all access is logged in your run history.

Finance

Puzzle, run by an agent.

An AI agent that monitors your startup's finances, burn rate, and runway in real time.

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What needs your approval

Puzzle never changes anything without you.

Anything that creates, edits or deletes in Puzzle waits for your approval. Approve a recurring task once and it runs unattended after that.

Connecting Puzzle

About 5 minutes

Auth: API key
Setup: About 5 minutes

Where to get access

Generate an API key in the Puzzle dashboard. The key provides access to your accounting data, transactions, and financial reports.

puzzle.io

Example tasks

Real work people hand to an agent that uses Puzzle.

send a weekly burn rate and runway summary to your team's slack channel
alert founders when monthly burn exceeds a defined threshold
generate a monthly investor update with p&l highlights and cash flow summary
surface uncategorized transactions each week and draft categorizations for review