AI Categorization Tools
Arash Ahmadi avatar
Written by Arash Ahmadi
Updated over a week ago

Confused about a transaction or vendor? Ask AI for help.

AI Lookup is an AI-powered button that helps with transaction classification.

Puzzle's AI Lookup is the first feature of its kind in any accounting software. Syncing with OpenAI, this is a feature within all transactions. A user can click on a button and “ask AI” for help in categorizing a transaction —without context switching between tools. AI Lookup suggests categories based on the information it summarizes about the vendor.

AI Categorizer is an AI-powered workflow to categorize transactions using plain language.

Puzzle’s AI Categorizer is the first feature of its kind in any accounting software. Puzzle’s auto-categorizer, Puzzlebot, auto-categorizes 90-95% of a company’s transactions without requiring the user to set up manual rules. The last 5-10% of a company’s transactions require additional context, supporting documentation, or review from a decision-maker to finalize categorization. Gaining this context is a common frustration for all users involved, which is why Puzzle created AI Categorizer.

  • AI Categorizer notifies the owner of your account about transactions that need extra context to categorize. This notification can be sent from the system itself, or requested from a user.

  • The owner will receive a prompt in the Puzzle app or email (like the email below) asking them to: “Reply to this email with the correct category or any additional context to help categorize this transaction.” The owner is prompted to reply to the email in plain English (e.g., “This was a meal for a business development meeting”). AI Categorizer will assign the right general ledger category to the transaction based on the response.

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