Upgrade Your Accounting From Manual to Modern

Upgrade from Quickbooks with automation and daily insights that drive financial clarity.

Trusted by 5,000+ modern businesses and bookkeeping firms

Put Puzzle To Work For You

See why modern companies are upgrading their accounting software to Puzzle

Save hours on manual bookkeeping tasks

Automatically categorizes expenses with up to 95% accuracy, freeing you to focus on what matters.

Make faster, smarter business decisions

Access real-time cash flow insights, daily updates, and a visual dashboard for better decision-making

All Your Financial Data in One Place

Integrate with tools like Stripe, Brex, Ramp, Rippling and Gusto to eliminate manual data entry and consolidate all your financial data in one single source of truth.

AI Powered Categorization

Up to 95% accuracy - Puzzle learns automatically, improving over time for faster, smarter financial management.

Variance Analysis with Spotlight

Define thresholds to flag unexpected expenses and drill into your financials to uncover spending, revenue and cash insights in seconds.

Embedded Accrual Accounting Policies

Ditch the spreadsheets and simplify revenue recognition, deferred revenue, and fixed assets with accrual accounting policies.  You control, we execute.

Continuous Accuracy Reviews

We continuously monitor and review your financial statements for accuracy, across dozens of common errors and anomalies.

Customers ❤️ Love Puzzle

Don’t take it from us—hear from our customers

5k+
Companies
$50B+
Transactions
We've found a secret weapon: Monthly finance meetings are a breeze, leaving us excited about the future. Puzzle is not just a tool, it's a game-changer every founder needs.
Royce Brannon
Co-Founder & CEO at Clearspace
Puzzle took the frustration out of accounting. I went from scattered finances to having clarity and confidence. It’s a game-changer for managing money. Puzzle has completely transformed how I manage our finances.
Co-Founder & CEO at Copilot
“Puzzle generated my financial statements and insights in 14 minutes. It literally took 2 minutes. My mind was blown compared to Quickbooks”
Trevor Lee
Co-Founder & CEO at Myko AI

See what sets Puzzle apart

There is so much more, but here are some of our favorites...

AI that’s in your control
Embedded AI solutions that you control.  Use them all the time, sometimes, or never.
Software, not services
We build software, but have a huge network of experts should you want a full solution.
The best , not bundled mediocrity
The best companies want to use the best software. You are in control.
Integrations with your favorite tools
We work hard to make sure your data feeds  avoid duplicates and missing transactions
Ditch the spreadsheets
Simplify accrual accounting with software-driven policies, not manual spreadsheets.
An API for anything and everything
We have one of the most powerful APIs in accounting for anything you want.

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FAQs

Why is Puzzle better for startups than other solutions like QuickBooks?

Puzzle is built for founders by founders to help you build a better startup. We help you scale by…

  • Simultaneously generating cash accounting (what you want) and accrual accounting (what accountants want) in a single solution
  • Key financial insights such as cash, burn, runway, ARR/MRR, spending and revenue insights, and cash monitoring
  • More time growing your business with confidence, less time preparing your financials
  • Intuitive onboarding with on-demand accountants ready anytime
Does Puzzle replace my bookkeeper?

No. Puzzle automates 85-95% of the repetitive tasks performed by your bookkeeper. However, it does not eliminate the necessity of having a professional review your books before submission to the IRS, investors, or other trusted partners. Our guided bookkeeping experience helps you draft solid, actionable financial statements and may lessen the need for an expert early on, but as finances become more complex, professional expertise will still be required.

How does Puzzle keep me tax-ready?

Puzzle provides accurate real-time data and has a robust network of experienced tax experts.

If you are a Delaware C-Corp, the most important tax deadlines are:

  • Jan 31: 1099s
  • March 1: Delaware Franchise Tax
  • April 15: Federal and State Tax Filings
How does Puzzle help me understand my business better?

Get multiple, real-time views of your business.  Cash, accrual accounting, metrics like burn, runway, ARR, MRR, spend analysis by new vs recurring and top vendors, revenue analysis by product, customer and accounting views, variance analysis and much, much more.

How does Puzzle keep me fundraise ready?

Feel confident as you go into fundraising by knowing your numbers and understanding the key drivers of your business. We give you real-time access to the financial statements and metrics needed for due diligence, with a network of on-demand experts available anytime.

Why can't I rely solely on Stripe, Brex, and Ramp for accounting?

Other systems provide raw transaction data but do not generate financial statements needed for tax compliance, reporting, and decision-making. Puzzle ingests data from these systems into our general ledger to create those reports needed for taxes, compliance, and fundraising.

Can I get started on my own as a founder (with no accounting experience)?

Yes, Puzzle provides a few options to match your needs:

  1. Self-service setup - You can set up your accounting and finances on your own through our software. Puzzle automatically connects to your business systems to pull in data. The setup takes just minutes, after which you can access real-time financial reporting.  There is a guided solution to do most of the work yourself to keep costs low until tax time.
  1. Get help when you need it - Get set up yourself, and if you need to, you can hire a bookkeeper, tax preparer, or finance expert through our network to assist you. We help match you to the right expert based on your budget and needs.
Will generative accounting replace me as an accountant?

No! Founders still need (and value!) experts like you for advice and assurance. Puzzle automates many rote, tedious tasks so you can focus on high-value work. While the system generates draft financials, it lets you focus on exceptions, errors, and an amazing month end review with your clients focused on insights and analysis to improve their business.

How is Puzzle different from QuickBooks?

Puzzle built a smart general ledger and real-time data platform in a single solution. Some new capabilities are:

  • We automating repetitive tasks such as categorization, reconciliations, auto-detection of potential issues.
  • Accrual automation across accounts payable, accounts receivable, fixes assets, prepaids
  • Revenue recongnition and ARR/MRR calculations
  • Collaboration - tag founders on transactions and get automatically subscribed to their responses
  • Smart monthly checklist, helping you focus your time on highest value work
  • Financials and reconciliations drafted for you, with an indicator when they are in draft or final state or out of balance.
  • Maintained integrations means less time reconnected or copying and pasting data
  • Learning Categorization - The more you categorize, the better Puzzle becomes at automatically categorizing future transactions.
Can I really transfer a QuickBooks client to Puzzle in minutes?

Yes, through a read-only login Puzzle will import your clients historical financial statements, and trial balance from QuickBooks so you don't start from scratch. We can also help map accounts to a new chart of accounts if needed.  This will allow you to retain your historical financial records in Quickbooks format and have comparative financials in Puzzle while cancelling your Quickbooks account (they retain your financials)

note: Currently while the setup and integration just takes minutes, we do the work for you behind the scenes which takes a few hours. We will share the results with you in a few days, depending on volume of requests. We plan to build a self-serve user experience so you can do this yourself in 2024.
What else do I get besides accounting?

Beyond accounting, Puzzle provides variance analysis, metrics on cash runway and burn rate, breakdowns of expenses by type and vendor, and reporting by customer and product line for SaaS companies. This empowers you to provide more strategic advice.

Won’t automation lower my revenue?

While every case is different, we see two key outcomes from moving from Quickbooks to Puzzle with your clients:

  • You can manage more clients at a higher margin, even if you reduce your fees
  • Deliver a better client experience with faster more accurate books, plus key insights.

By having both automation and insights in a single solution, you're able to focus on more advisory work rather than data entry, delivering a better client experience at a lower cost, higher margin, with more satisfying work.

Can Puzzle send me new clients?
Yes. If you become a Certified Puzzle Advisor and validate that your clients are happy with your service, we will list you on our marketplace. If Puzzle customers need your services, we will connect you via our platform to expand your client base. To request access to our certification program, please contact us at support@puzzle.io.