How Puzzle’s scores are calculated

Point an agent at llms.txt or agent-oriented docsweight 2

2 (weight) × 8 (quality) × 1.0 (full) = 16.0 of 20 max

• [probe] https://help.puzzle.io/llms.txt“PROBE llms.txt: HTTP 200 at https://help.puzzle.io/llms.txt # Puzzle Help Center > Help center for Puzzle ## Puzzle Overview - [Quick Start Guide](http://help.puzzle.io/en/artic”
• [probe] https://help.puzzle.io/en/.md“PROBE docs-md: HTTP 404 at https://help.puzzle.io/en/.md”

Run the product headlessly / in CI for automationweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [claimed-docs] https://puzzle.io/api“With Puzzle's Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] https://puzzle.io/api“With Puzzle’s Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] https://puzzle.io/api“your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [probe] https://help.puzzle.io/openapi.json“PROBE openapi: all candidate paths 404 (https://help.puzzle.io/openapi.json, https://help.puzzle.io/swagger.json, https://help.puzzle.io/api/openapi.json, https://help.puzzle.io/.well-known/openapi.json)”

Plug MCP servers into this product so it can use their toolsweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting”
• [claimed-docs] https://help.puzzle.io/en/collections/9214103-integrations“How to setup your Puzzle MCP”

Connect an agent via an official MCP serverweight 3

3 (weight) × 7 (quality) × 1.0 (full) = 21.0 of 30 max

• [claimed-docs] https://help.puzzle.io/en/collections/9214103-integrations“How to setup your Puzzle MCP”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting”

Use an official CLIweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Drive the product through a documented public APIweight 3

3 (weight) × 4 (quality) × 0.6 (partial) = 7.2 of 30 max

• [claimed-docs] https://puzzle.io/api“With Puzzle's Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] https://puzzle.io/api“With Puzzle’s Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] http://help.puzzle.io/en/articles/13623194-api-access-in-puzzle.md“Our API was originally architected for deep platform-to-platform integrations.”
• [probe] https://help.puzzle.io/openapi.json“PROBE openapi: all candidate paths 404 (https://help.puzzle.io/openapi.json, https://help.puzzle.io/swagger.json, https://help.puzzle.io/api/openapi.json, https://help.puzzle.io/.well-known/openapi.json)”

Issue scoped/least-privilege API credentials for an agentweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.”
• [claimed-docs] http://help.puzzle.io/en/articles/13623194-api-access-in-puzzle.md“Our API was originally architected for deep platform-to-platform integrations.”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting”

Build against official SDKsweight 2

2 (weight) × 5 (quality) × 0.6 (partial) = 6.0 of 20 max

• [claimed-docs] https://puzzle.io/api“With Puzzle's Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] https://puzzle.io/api“With Puzzle’s Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] http://help.puzzle.io/en/articles/13623194-api-access-in-puzzle.md“Our API was originally architected for deep platform-to-platform integrations.”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting”
• [probe] https://help.puzzle.io/openapi.json“PROBE openapi: all candidate paths 404 (https://help.puzzle.io/openapi.json, https://help.puzzle.io/swagger.json, https://help.puzzle.io/api/openapi.json, https://help.puzzle.io/.well-known/openapi.json)”

Subscribe to events via webhooksweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Explore an interactive API reference with runnable examplesweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [claimed-docs] https://puzzle.io/api“With Puzzle's Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] http://help.puzzle.io/en/articles/13623194-api-access-in-puzzle.md“Our API was originally architected for deep platform-to-platform integrations.”
• [probe] https://help.puzzle.io/openapi.json“PROBE openapi: all candidate paths 404 (https://help.puzzle.io/openapi.json, https://help.puzzle.io/swagger.json, https://help.puzzle.io/api/openapi.json, https://help.puzzle.io/.well-known/openapi.json)”
• [probe] https://help.puzzle.io/en/.md“PROBE docs-md: HTTP 404 at https://help.puzzle.io/en/.md”

Download a machine-readable API spec (OpenAPI or equivalent)weight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [probe] https://help.puzzle.io/openapi.json“PROBE openapi: all candidate paths 404 (https://help.puzzle.io/openapi.json, https://help.puzzle.io/swagger.json, https://help.puzzle.io/api/openapi.json, https://help.puzzle.io/.well-known/openapi.json)”
• [claimed-docs] http://help.puzzle.io/en/articles/13623194-api-access-in-puzzle.md“Our API was originally architected for deep platform-to-platform integrations.”

Test against a sandbox environment without touching production dataweight 1

1 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 10 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Rely on versioned APIs with a documented deprecation policyweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

• [claimed-docs] http://help.puzzle.io/en/articles/13623194-api-access-in-puzzle.md“Our API was originally architected for deep platform-to-platform integrations.”
• [claimed-docs] https://puzzle.io/api“With Puzzle’s Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [probe] https://help.puzzle.io/openapi.json“PROBE openapi: all candidate paths 404 (https://help.puzzle.io/openapi.json, https://help.puzzle.io/swagger.json, https://help.puzzle.io/api/openapi.json, https://help.puzzle.io/.well-known/openapi.json)”

Do everything through the API that I can do in the UIweight 2

2 (weight) × 3 (quality) × 0.6 (partial) = 3.6 of 20 max

• [claimed-docs] https://puzzle.io/api“With Puzzle's Embedded Accounting—powered by our API, your platform gets automated AI bookkeeping, real-time financial insights, and a clean data foundation built to scale”
• [claimed-docs] http://help.puzzle.io/en/articles/13623194-api-access-in-puzzle.md“Our API was originally architected for deep platform-to-platform integrations.”
• [claimed-docs] http://help.puzzle.io/en/articles/15797341-how-to-bulk-import-manual-journal-entries-via-csv.md“Need to post more than one manual journal entry at a time? Instead of adding them one by one, you can upload a batch of entries all at once using Puzzle's CSV import template.”
• [claimed-docs] http://help.puzzle.io/en/articles/15466079-how-to-bulk-upload-a-chart-of-accounts-coa.md“If you need to bulk add or edit your Chart of Accounts in Puzzle, you can do so by uploading a CSV file directly from your Company Settings.”
• [probe] https://help.puzzle.io/openapi.json“PROBE openapi: all candidate paths 404 (https://help.puzzle.io/openapi.json, https://help.puzzle.io/swagger.json, https://help.puzzle.io/api/openapi.json, https://help.puzzle.io/.well-known/openapi.json)”

Export all of my data in open formats and leaveweight 3

3 (weight) × 7 (quality) × 0.6 (partial) = 12.6 of 30 max

• [claimed-docs] http://help.puzzle.io/en/articles/8441512-can-i-export-my-data.md“you can export a full general ledger and financial statements on either cash or accrual basis in excel, csv, and pdf formats.”
• [claimed-docs] http://help.puzzle.io/en/articles/8441512-can-i-export-my-data.md“you can export a full general ledger and financial statements on either cash or accrual basis in excel, csv, and pdf formats”
• [claimed-docs] http://help.puzzle.io/en/articles/8441512-can-i-export-my-data.md“Yes, you can export a full general ledger and financial statements on either cash or accrual basis in excel, csv, and pdf formats.”

Read the product's source under an open licenseweight 2

n/a — not applicable to this product: excluded from numerator and denominator

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Self-host the core productweight 3

3 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 30 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Get AI-generated insights and suggestions from my data inside the productweight 2

2 (weight) × 8 (quality) × 1.0 (full) = 16.0 of 20 max

• [claimed-docs] https://puzzle.io/solutions/startup“Ask anything about your business, instantly, in plain English. "How's my cash trending?" "Am I ready to raise?" "Which months am I actually profitable?"”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies.”
• [claimed-docs] http://help.puzzle.io/en/articles/8600305-ai-categorization-tools.md“A user can click on a button and “ask AI” for help in categorizing a transaction —without context switching between tools.”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies”
• [claimed-docs] https://puzzle.io/solutions/startup“Hand off the busywork. Finding software subscriptions, matching invoices to payments, pulling together what your accountant needs — described once, done automatically, reviewed by you before anything's final.”

Set up automations that run autonomously in the backgroundweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies.”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies”
• [claimed-docs] https://help.puzzle.io/en/collections/8474891-categorizing-transactions“Creating custom rules”
• [claimed-docs] https://help.puzzle.io/en/collections/8474891-categorizing-transactions“Batch Categorize Transactions”
• [claimed-docs] https://puzzle.io/pricing“Up to 98% auto-categorization”

Delegate tasks to a built-in AI assistant inside the productweight 3

3 (weight) × 8 (quality) × 1.0 (full) = 24.0 of 30 max

• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies.”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies”
• [claimed-docs] http://help.puzzle.io/en/articles/8600305-ai-categorization-tools.md“A user can click on a button and “ask AI” for help in categorizing a transaction —without context switching between tools.”
• [claimed-docs] http://help.puzzle.io/en/articles/15351348-how-to-import-a-pdf-or-csv-using-accounting-ai.md“Accounting AI runs prompts on top of your general ledger. The output reflects your existing accounts and categories.”
• [claimed-docs] https://help.puzzle.io/en/collections/19636300-ai-close“How to import a PDF or CSV using Accounting AI”
• [claimed-docs] https://puzzle.io/solutions/startup“Ask anything about your business, instantly, in plain English. "How's my cash trending?" "Am I ready to raise?" "Which months am I actually profitable?"”
• [claimed-docs] https://puzzle.io/solutions/startup“Hand off the busywork. Finding software subscriptions, matching invoices to payments, pulling together what your accountant needs — described once, done automatically, reviewed by you before anything's final.”

Operate the product with natural-language commandsweight 2

2 (weight) × 7 (quality) × 1.0 (full) = 14.0 of 20 max

• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting”
• [claimed-docs] https://puzzle.io/solutions/startup“Ask anything about your business, instantly, in plain English. "How's my cash trending?" "Am I ready to raise?" "Which months am I actually profitable?"”
• [claimed-docs] http://help.puzzle.io/en/articles/8600305-ai-categorization-tools.md“A user can click on a button and “ask AI” for help in categorizing a transaction —without context switching between tools.”
• [claimed-docs] http://help.puzzle.io/en/articles/15351348-how-to-import-a-pdf-or-csv-using-accounting-ai.md“Accounting AI runs prompts on top of your general ledger. The output reflects your existing accounts and categories.”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies.”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies”

Perform bulk operations across many items at onceweight 2

2 (weight) × 6 (quality) × 0.6 (partial) = 7.2 of 20 max

• [claimed-docs] https://help.puzzle.io/en/collections/8474891-categorizing-transactions“Batch Categorize Transactions”
• [claimed-docs] http://help.puzzle.io/en/articles/15797341-how-to-bulk-import-manual-journal-entries-via-csv.md“Need to post more than one manual journal entry at a time? Instead of adding them one by one, you can upload a batch of entries all at once using Puzzle's CSV import template.”
• [claimed-docs] http://help.puzzle.io/en/articles/15466079-how-to-bulk-upload-a-chart-of-accounts-coa.md“If you need to bulk add or edit your Chart of Accounts in Puzzle, you can do so by uploading a CSV file directly from your Company Settings.”
• [claimed-docs] https://help.puzzle.io/en/collections/8474891-categorizing-transactions“Creating custom rules”
• [claimed-docs] http://help.puzzle.io/en/articles/15331316-how-to-setup-your-puzzle-mcp.md“Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.”

Define rules that trigger actions automatically on eventsweight 3

3 (weight) × 5 (quality) × 0.6 (partial) = 9.0 of 30 max

• [claimed-docs] https://help.puzzle.io/en/collections/8474891-categorizing-transactions“Creating custom rules”
• [claimed-docs] https://help.puzzle.io/en/collections/8474891-categorizing-transactions“Batch Categorize Transactions”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies.”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies”

Schedule recurring jobs or workflowsweight 2

2 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 20 max

no evidence cited — the verdict rests on absence of evidence, re-checked on refresh

Version, review, and roll back my automationsweight 1

1 (weight) × 0 (quality) × 0.0 (none) = 0.0 of 10 max

• [claimed-docs] https://help.puzzle.io/en/collections/8474891-categorizing-transactions“Creating custom rules”
• [claimed-docs] http://help.puzzle.io/en/articles/15138987-month-end-close-with-ai-close.md“AI Close helps you automate and accelerate your month-end process using AI agents to reconcile accounts, review transactions, and surface discrepancies.”
• [claimed-docs] http://help.puzzle.io/en/articles/8792725-can-i-edit-a-manual-journal-entry.md“Puzzle automatically creates a voiding (reversing) journal entry for the original and posts a new entry reflecting your changes”