Puzzle

Delegate tasks to a built-in AI assistant inside the product G

Agentic features

Connect an agent via an official MCP server G

Agent access

Drive the product through a documented public API G

Agent access

Plug MCP servers into this product so it can use their tools G

Agent access

Get AI-generated insights and suggestions from my data inside the product G

Agentic features

Point an agent at llms.txt or agent-oriented docs G

Agent access

Operate the product with natural-language commands G

Agentic features

Set up automations that run autonomously in the background G

Agentic features

Build against official SDKs G

Agent access

Download a machine-readable API spec (OpenAPI or equivalent) G

Api quality

Explore an interactive API reference with runnable examples G

Api quality

Issue scoped/least-privilege API credentials for an agent G

Agent access

Rely on versioned APIs with a documented deprecation policy G

Api quality

Run the product headlessly / in CI for automation G

Agent access

Subscribe to events via webhooks G

Agent access

Use an official CLI G

Agent access

Test against a sandbox environment without touching production data G

Api quality

Ask an agent "can we afford X?" and get an answer grounded in live ledger data pulled through the API C

Ai insights

Connect bank and credit-card accounts so transactions import automatically every day G

Bank feeds

Export all of my data in open formats and leave G

Generate an accurate P&L, balance sheet, and cash-flow statement for any period on demand C

Statements

Have an agent monitor the ledger and flag anomalies in spend or duplicate transactions before the close C

Ai audit

Post manual journal entries with balanced debits, credits, and supporting memos C

Journal entries

Reconcile each bank account against the ledger with matched, unmatched, and duplicate transactions surfaced for review C

Reconciliation

Customize the chart of accounts with account types, sub-accounts, and class or tag dimensions C

Chart of accounts

Have an agent reconcile a month end-to-end, matching transactions, flagging exceptions, and preparing the close for human review C

Ai reconciliation

Define rules that trigger actions automatically on events G

Run a month-end close against a checklist that tracks reconciliations, accruals, and review sign-offs C

Close process

Create and send invoices with online payment options and see when they are viewed and paid C

Invoicing

Have an agent draft and post journal entries via the API and leave them in a review queue for my accountant C

Ai ledger

Pull the full general ledger and trial balance through a documented API in open formats G

Data access

Invite my external accountant or bookkeeper with role-scoped access to review and adjust the books C

Collaboration

Prevent my data from being used to train AI models G

See a complete audit trail of who changed what and when across the entire ledger C

Audit trail

Self-host the core product G

Connect my banking, payments, and payroll systems so their activity flows into the ledger automatically C

Integrations

Get automatic categorization suggestions for imported transactions that learn from my corrections C

Categorization

Perform bulk operations across many items at once G

Build custom reports filtered and grouped by class, location, or tag dimensions C

Custom reports

Manage multiple legal entities and produce consolidated financials across them C

Multi entity

Do everything through the API that I can do in the UI G

Track accounts receivable with aging reports and per-customer balances C

Receivables

See accounts payable aging and vendor balances at any point in time C

Payables

Set up recurring invoices and automatic payment reminders for overdue customers C

Invoicing

Capture vendor bills, route them for approval, and schedule payments from one workflow C

Bill management

Choose where my data is stored (region/residency) G

Control data retention and deletion G

Lock closed periods so prior-period numbers cannot change without an explicit reopening C

Close process

Opt out of telemetry and usage tracking G

Read the product's source under an open license G

Schedule recurring jobs or workflows G

Migrate historical books from another accounting system without losing transaction detail C

Migration

Version, review, and roll back my automations G