What can an AI teammate do with Puzzle?

A Puzzle AI teammate 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 teammate check my financials?

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

Can the AI teammate 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 teammate have access to?

Your teammate 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

AI Teammate for Puzzle

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

Your AI teammate for Puzzle connects to your live financials to surface burn rate, runway, cash flow, and P&L summaries on demand or on a schedule. It can read your balance sheet, list transactions, and pull financial statements automatically. Write actions like categorizing transactions or adding notes always require your approval.

Most startup founders check their finances reactively - after something goes wrong. A Puzzle AI teammate gives you a proactive financial co-pilot that flags cash flow risks, tracks burn against plan, and keeps your team informed without anyone opening a spreadsheet.

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What your AI teammate can do with Puzzle

Read-only actions run automatically. Write actions require your approval.

Read-only actions

get financial statements

Fetch your P&L, balance sheet, and income statement for any time period

get cash flow

Pull cash flow data including inflows, outflows, and net position

get burn rate

Calculate your current monthly burn rate from live accounting data

list transactions

Browse and search transactions by date, category, or amount

get runway

Compute your remaining runway based on current cash and burn rate

Write actions (require approval)

categorize transaction

Assign or update the accounting category for a transaction

add note

Attach a note or memo to a transaction for accounting context

Example workflows with Puzzle

Real tasks you can run on a schedule or on demand.

task

send a weekly burn rate and runway summary to your team's slack channel

task

alert founders when monthly burn exceeds a defined threshold

task

generate a monthly investor update with p&l highlights and cash flow summary

task

surface uncategorized transactions each week and draft categorizations for review

How to connect Puzzle

Create a free m8tes account.

Connect Puzzle

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Puzzle. It handles the rest.

Puzzle AI teammate: FAQ

Common questions about using an AI teammate with Puzzle.

Build an AI teammate for Puzzle

Connect Puzzle to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Puzzle alongside your other tools.

Related integrations

Teams that use Puzzle also connect these.

Stripe

Finance

QuickBooks

Finance

Slack

Communication

Google Sheets

Productivity

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