# Month-End close with AI Close AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies. It streamlines close workflows with ready-to-review tasks and actionable insights, so you can finalize your books faster and with more confidence. **Note:** Your data security is our top priority. AI agents provide suggestions only, and never make changes without your explicit approval. ## Before you start A few things to know: - **Set up once, reuse every month.** Use your first session to build your full monthly checklist. Once it's built, it rolls forward every month, so the time you invest now pays off every close cycle. - **Every custom AI task is saved.** Your client email template, your review prompts, your notes (they're all waiting for you at the start of next month's close). - **Feedback shapes the product.** AI Close is built specifically for accounting partners. Thumbs up or down with a written comment is the fastest way to improve it. --- ## Getting started: the AI Close tab Navigate to the **AI Close** tab in Puzzle. It will default to the current close period. Three tasks run by AI agents are pre-built for every client: - **Uncategorized transactions.** Identifies any uncategorized transactions in the last month. - **Reconcile bank accounts.** Reviews reconciliation status for any connected accounts. - **Review month-end close for accuracy.** Scans all records across the platform and calls out discrepancies automatically, generating actionable items for you to follow up on. ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2389562590/31e4970ea79b4bd71d01ccde7426/0f121554-d4a2-492f-9a26-a1bf9b1a648c?expires=1789603200&signature=5712a426f992469fe7c1687437f4e1c8ba00d8dec210826feb9610402b7adec7&req=diMvH8x4n4RWWfMW1HO4zf5AcHxovpavP4KgJKmNCWEYIFrK%2F4vo8J1R%2FbY8%0Ag%2BcVnAQIhVpzPb6yJ%2Fs%3D%0A) --- ## How to add tasks to your checklist Click **Add** and choose from one of three ways to bring a task into your checklist: ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2389562092/bad0d0ac5b5227b58d4d143d7221/a1866f06-27e8-4c80-aa52-9eb233ab8de0?expires=1789603200&signature=a8301e940bb96ed5853e91b4c58d084274bcbe869901128119cdb133581e994e&req=diMvH8x4n4FWW%2FMW1HO4zTOTa9B6BUhFN9y7pQbMFP48gozbWrKS7LF36tp3%0AUPtuX0c43i4fJW1XyVA%3D%0A) | **Options** | **Description** | | ---------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **AI Task Templates** | Pre-built templates. Browse and filter to find the right one (for example, unpaid invoices, receipts, business insights), then Add to Checklist. You can always tweak the default instructions to fit your needs. | | **Create Task from Scratch** | Choose either a Task run by AI agent (write custom instructions for an agent to run, great for drafting client emails) or a Manual task (an item to track and manage yourself, stays in the checklist as a reminder without running any automation). | | **Saved AI Tasks** | AI tasks you've previously built and saved for reuse. Keeps a log of your go-to automations. | ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2389561485/c6f7f9d9aa677462c5857913f5d2/3d06b53f-9295-4bcd-84f3-dabf83b2f732?expires=1789603200&signature=fa0213c7dbf26e8ee161f2a66874ef66442eece5dbd0484da6215479ae8e7d18&req=diMvH8x4nIVXXPMW1HO4zYh0qAdaT%2B5Pty%2FzWgoW7vGwmWfAI%2FlXvbexy52e%0AFGqS%2FBLQR99KuNVUJSQ%3D%0A) --- ## Example: running the Receipt Capture task The Receipt Capture task reads receipts and extracts key information automatically. 1. Click **Add** in the top right, find the **Receipt Capture** task in the templates, and add it to your checklist. 2. Click **Run** on the Receipt Capture task in your checklist. 3. Review the pre-formulated prompt. Always read it so you know what the agent will do. 4. Upload your receipt (PDF or image). 5. Click the green send button to run the task. 6. Let the agent perform the task. You can leave the chat and come back later to check the output. 7. Review the extracted output. The agent will pull key details from the receipt. 8. Leave feedback (thumbs up if it's accurate, thumbs down with a comment if not). ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2389560919/ae19dac518c527940a77c3038e25/26ef6b9e-6aa6-4508-9418-fdec966acae7?expires=1789603200&signature=e15c09f99e06a41d641bbfc44abb4a45e3655f76e03675b75ae66c0d870c0e96&req=diMvH8x4nYheUPMW1HO4zUEntv0OFxBmluLZA80%2BmrXFEFJYIZ2BKhrbh4d%2B%0A4xNnNtj%2BIDSijtN3Bic%3D%0A) --- ## Run a final review of month-end close for accuracy After running your tasks, use the **Review month-end close for accuracy** task to scan all records across the platform. The agent will surface discrepancies and generate actionable items for you to follow up on. Review each item and get your month closed accurately. ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2389715950/a436e879c3c9a86800bec4778990/35168ffb-a3e4-4800-96bc-f6b03bdcf6db?expires=1789603200&signature=fc2f803eb3ecd3bc377737f801500fb290a3e7a57d235f554120675d1feb12fa&req=diMvH85%2FmIhaWfMW1HO4zcn2YEM2G%2FANcNIXQzR9uMaUjxn%2F2g909SQSBNFJ%0AI%2B8eoZMuY1UkpvFq3cQ%3D%0A) ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2389715204/f409019c7b6649870bc39dd841ba/fd89e460-eddf-408b-9fe4-c30fd0a3a0be?expires=1789603200&signature=64faa14c7a9083697cf8b9681ec60b2db2ced2ec5bde097d13e0dcdb7a51cdb6&req=diMvH85%2FmINfXfMW1HO4zb4PgFB6tXJlG6W5mmD5s619c3pHbMUuNQcZyzDh%0AoAv9wIDuoqQiP%2FWDP4U%3D%0A) --- ## Giving feedback Your feedback shapes how the AI improves. After running any task: - Thumbs up if the output was accurate and useful - Thumbs down if something didn't work as expected - Leave a written comment. The more context, the faster the team can improve it. ![](https://downloads.intercomcdn.com/i/o/abwgbkbf/2389563791/ceaa9cff9c383cc4d1a00ecb2361/5e4b79fe-c1d6-4869-8d32-09741a1b82fc?expires=1789603200&signature=58a44bcea4b17b8d7bc60a80c10e22b5f593ffaa94e5cd35e11f89babb481a4d&req=diMvH8x4noZWWPMW1HO4zbur9%2BsGT2EUq7N56xwfbEDJAHYuPjdbLCQIN0U4%0AHxhtnz%2FVKh2GShSBJq4%3D%0A) **Note:** A thumbs down with no comment doesn't help. Add context every time. --- ## Quick reference: building your AI Close checklist | **Step** | **Action** | **Notes** | | -------- | -------------------------------------------------- | ----------------------------------------------------------------------------------------------------- | | 1 | Navigate to AI Close tab | Confirm the period is set correctly | | 2 | Review default tasks | Uncategorized transactions, Reconciliations, and Accuracy review are pre-built | | 3 | Add AI Tasks from templates | Use the filter to find unpaid invoices, receipts, insights, etc., and edit the instructions as needed | | 4 | Add AI Tasks from scratch (custom prompts) | Client emails, custom reviews, bespoke tasks | | 5 | Add Manual Tasks | Notes and reminders that don't need automation | | 6 | Run a final review of month-end close for accuracy | Scan puzzle to surface discrepancies and generate actionable items before finalizing the close | | 7 | Review outputs and leave feedback | Thumbs up/down plus a comment on every AI-generated response | --- ## Walkthrough video: [https://www.youtube.com/embed/8PdKRTIEf6E?rel=0](https://www.youtube.com/embed/8PdKRTIEf6E?rel=0)