Upgrade from Quickbooks with automation and daily insights that drive financial clarity.
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See why modern companies are upgrading their accounting software to Puzzle
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Don’t take it from us—hear from our customers
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There is so much more, but here are some of our favorites...
Puzzle is built for founders by founders to help you build a better startup. We help you scale by…
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.
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:
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.
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.
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.
Yes, Puzzle provides a few options to match your needs:
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.
Puzzle built a smart general ledger and real-time data platform in a single solution. Some new capabilities are:
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)
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.
While every case is different, we see two key outcomes from moving from Quickbooks to Puzzle with your clients:
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.
