Puzzle’s AI sorts transactions, drafts financial statements & revenue schedules, flags anomalies, and updates cash flow & runway in real time without endless spreadsheets
Product Category
Accounting and Finance
Product Subcategory
AI Functions
Categorizes transactions and suggests accounts to speed reconciliation
Flags anomalies and potential errors for review before close
Auto-builds accrual schedules and prepares reconciliations from live data
Generates insight prompts for burn, runway, ARR or MRR trends
Automated bank reconciliation checks against connected banking data
Product Core Functions
Puzzle gives startups a live accounting system that produces financial statements, key metrics, and reconciliation workflows without heavy spreadsheets. Connect bank accounts, corporate cards, payroll, and revenue tools. Transactions stream into a single ledger where rules and AI suggestions speed coding. The app maintains both cash and accrual views so founders see operational cash while accountants track GAAP-ready results in the same workspace.
Dashboards highlight cash, burn, runway, ARR or MRR, vendor spend, and revenue breakdowns by product or customer. Reconciliation tools compare books to banking statements and validate balances so month-end closes move faster. Founders and finance teams can export reports and statements, track variances period over period, and drill from top-line views to the underlying transactions.
A public API exposes metrics, accounting, and reporting endpoints for embedding finance data into planning models or internal dashboards. Onboarding emphasizes quick connection of common systems and a guided first close. The result is up-to-date books, transparent metrics for fundraising, and fewer manual steps between raw transactions and usable insights.
Key Features
Real-time financial statements with cash and accrual views
Burn, runway, ARR or MRR, vendor and revenue analytics
Automated reconciliations with validation checks
Variance and period comparisons with transaction drilldown
Exports for financial statements and listings
Integrations for banks, Stripe, payroll and spend cards
API for metrics, accounting, and reports
Help content and chat support for founders and bookkeepers
Ease Of Use
Setup: Connect bank feeds and cards, link Stripe and payroll, confirm your chart of accounts, run an initial reconciliation. Same day value is realistic.
Daily workflow: Bookkeepers review suggested categorizations, clear exceptions, and publish updated statements. Founders monitor burn, runway, and collections from the dashboard.
Team onboarding: A short walkthrough gets founders, finance, and advisors comfortable with views, exports, and drilldowns.
Tool integration: Link common providers for banking, cards, payroll, and revenue. Validate one import and one reconciliation and you are operational in a couple of hours.
Admin demand: Light to moderate. Maintain user access, bank rules, and integration health. Schedule report exports and variance reviews each close.
Use Cases
SaaS and subscription startups tracking cash, burn, and ARR or MRR
Seed to Series B companies standardizing accruals and close processes
Venture studios and agencies with mix of recurring and project revenue
Fractional CFOs and bookkeeping firms serving multiple startups
Founders moving from spreadsheets to an always-on accounting system