Puzzle

Learn how to use AI Close in Puzzle to automate month-end. Build a reusable checklist, run AI tasks like Receipt Capture, and review accuracy in one place.

Month-End close with AI Close

Import transactions from a PDF or CSV into Puzzle using Chat. Upload a bank statement, review what Chat found, and add the transactions to your ledger in minutes.

How to import a PDF or CSV using Puzzle Chat

Compare periods, flag the accounts that moved, and explain why — in Close, with Spotlight, or from your AI assistant.

Flux analysis in Puzzle

Find transactions and journal entries worth a second look — first-time large vendors, round-dollar entries, off-hours postings — in Close or from your AI assistant.

Anomaly and fraud detection in Puzzle

Michael Herchen

Erik Aronesty

AI Close

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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