Learn how Puzzle streamlined Myko AIs’ metrics, analysis, and financial statements to enable high-ROI business decisions and inform their plans to scale.
“Puzzle generated my financial statements and insights in 14 clicks. It literally took 2 minutes. My mind was blown compared to Quickbooks” - Trevor Lee, Founder & CEO of Myko AI
Myko AI is a venture-backed generative AI startup. They allow users to communicate directly with their data using messaging apps to save time with data requests and receive meaningful, instant data analysis – no SQL or technical experience required.
Legacy accounting software platforms are time-consuming and can’t scale with your brand
Historically, most standard bookkeeping solutions in the ecosystem aren’t designed specifically for SaaS brands or startups. Users are forced to tag every transaction, and there is zero auto-reconciliation.
That heavy lift is even more frustrating when you realize that if your brand grows successfully, you’ll have to graduate from the platform. The tool doesn’t scale with you, so you’ll have to go through the pain later on of switching to an entirely new platform. That’s why Trevor Lee, Founder & CEO of Myko AI, decided to give Puzzle a whirl.
All of Puzzle’s functionality is built to save founders time
Onboarding with Puzzle was beyond easy. Trevor reports that he was all set in 14 clicks. Everything integrated automatically and was soon up and running — no manual work required.
| Area | Before Puzzle | With Puzzle |
|---|---|---|
| Onboarding | Manual setup, heavy lift tagging every transaction | 14 clicks, fully automated |
| Transaction reconciliation | Zero auto-reconciliation; all manual | Automatic — no manual work required |
| Key metrics & financial statements | Time-consuming; required separate tools | Generated in 2 minutes; visible at a glance |
| SaaS-specific metrics (ARR, churn, etc.) | Required separate RevRec tool or manual Stripe exports | Built-in, all in one location |
| Scalability | Platform couldn't scale with growth; forced migration later | Scales with the startup from day one |
It became clear to Trevor that Puzzle prioritized great user experience throughout and specifically designed their software to scale with startups. For instance, it’s simple to locate key metrics and understand where your finances are at a glance. Plus, any desired integrations are provided upfront, and it only takes one or two clicks to establish the connection.
The fact that every step of the process is aimed at saving time is huge for founders. You already have a thousand tasks on your plate, and Puzzle gets that. For Trevor, the Puzzle platform provides that relief and a sense of security in knowing Myko AI’s data is processing accurately and instantly.
“Puzzle’s interface does a great job of presenting you with the key metrics and a key overview of your company's profile. It's a very simple user onboarding flow.”
The stakes for AI startups getting their financials right have never been higher. Investors in 2026 are scrutinizing unit economics and burn efficiency far more closely than in prior cycles — and founders who can't surface real-time ARR, churn, and runway on demand are losing credibility in the room. For a company like Myko AI, where the entire product promise is instant, accurate data analysis, having a back-office that can't keep pace with that standard would be a direct contradiction. Puzzle closes that gap: the same clarity Myko AI delivers to its customers, Myko AI now has over its own finances.
Getting started is fast. For supported tools like Mercury, Stripe, Brex, Ramp, and Gusto, the connect process takes roughly two minutes per integration — everything connects automatically with no manual tagging required.
Yes — Puzzle is purpose-built for them. Its default chart of accounts is SaaS-optimized and designed specifically for Delaware C-Corps and tech-forward startups. SaaS-specific metrics like ARR, MRR, churn, and burn rate are built in, so founders don't need a separate RevRec tool or manual Stripe exports.
Puzzle auto-tracks burn rate, ARR/MRR, runway, and cash on hand — updated daily. Your P&L and balance sheet stay current without waiting for month-end close. For Stripe-billed revenue, Puzzle also handles automated revenue recognition, deferring and recognizing revenue over the correct period automatically.
Puzzle categorizes up to 98% of transactions automatically. When the AI's confidence is low, it flags the transaction for human review rather than guessing — so what reaches your reports is accurate. Founders typically spend about 15–20 minutes per week reviewing AI-categorized transactions.
It's built to. Unlike legacy platforms that can't scale with your growth and force a painful migration later, Puzzle is designed to scale with a startup from day one. Trevor found that where QuickBooks required manual tagging and offered zero auto-reconciliation, Puzzle handled everything automatically — and kept pace as Myko AI grew.
Yes. Puzzle is SOC 2 compliant, meeting enterprise-grade data security standards. Its Accounting AI chat uses a closed-loop model that queries your financial data in natural language without sending sensitive information to public LLMs.
Since using Puzzle, the team at Myko AI has benefited from increased accuracy and visibility into their financials, specifically SaaS-related metrics. This maximized Trevor and his team’s ability to make informed, high-ROI business decisions.
In his own words, “It’s really convenient being layered into more traditional financial metrics.”
Overall, using Puzzle to understand both inflows and outflows in a centralized location with intelligent financial analyses gives Myko AI a real edge going forward.
“Puzzle scales with us as we scale and gives some of those more complicated SaaS-specific metrics — all in one location. We don’t have to go back and forth between Stripe or buy a separate RevRec tool. That is super beneficial.”
