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Anna Monaco, founder and CEO of Paradigm, a YC-backed company, is building AI tools that transform how operators at tech companies work with data.
Their AI-first spreadsheet automates complex workflows by configuring AI agents to gather and process specific information from sources like databases, LinkedIn, and chat tools. Designed for operators at tech companies, it simplifies tasks like recruiting research and marketing analysis, all in a single interface.
The challenge
Like many founders, Anna found that success brought financial complexity.
"With fundraising and bringing more people onto the team, keeping track of all of our accounting got more and more complicated," Anna explains.
Paradigm is still iterating on its pricing models, and their revenue changes frequently as the team experiments with different approaches. Categorizing irregular expenses and matching financial records for monthly investor updates were especially challenging.
Relying on outdated, manual workflows made these tasks time-consuming and prone to errors. They needed a solution to automate bookkeeping and replace outdated processes with streamlined financial management.
The solution
Puzzle provided the tools Anna and her team needed to simplify their financial management.
With Puzzle, they can:
“I really like the financial summaries—they show your burn rate for the month and a condensed view of revenue and expenses” Anna shares, “Puzzle’s auto-categorization of expenses is pretty on point and super helpful.”
The ability to easily connect all accounts and view everything in one place reduced time spent on bookkeeping. For a founder managing finances themselves, it meant maintaining focus on growth and core business functions.
The result
With Puzzle, Anna and her team can manage their finances by automating expense categorization and gaining real-time visibility into critical startup metrics like burn rate, cash flow, runway, and revenue. Tasks like categorizing irregular expenses and preparing monthly investor updates have become faster and more reliable.
“When I’m preparing monthly investor updates, I always check Puzzle to make sure everything matches our records. Having the financials in one place has been super helpful.”
By cutting down on manual processes and providing actionable insights, Paradigm can focus on testing revenue strategies and scaling its team without the usual financial headaches. As Paradigm grows, Puzzle will evolve alongside them, offering the tools they need to tackle new challenges.
Ready to simplify your finances? Try Puzzle today!
