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Upgrade Your Accounting From Manual to Modern
Replace QuickBooks with an AI-native ledger designed to save time, improve accuracy, and generate financial insights.
#Quitbooks
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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 and drafts reconciliations, freeing you to focus on what matters.
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Make faster, smarter business decisions with AI
Access real-time cash flow insights, daily updates, and a visual dashboard for better decision-making, and AI labs that bring your financial health to life.
All Your Financial Data in One Place
Reliable, streaming integrations with modern 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.
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See what sets Puzzle apart
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The many ways we save your company time while improving accuracy.
From startups to small businesses to accounting firms, we designed Puzzle to be the fastest time to accurate books and insights.
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.
Built-in Accrual Automation
No more spreadsheets – manage revenue recognition, prepaid expenses, fixed assets, AP, and AR with accrual accounting policies.
Continuous Accuracy Reviews
We continuously monitor and review your financial statements for accuracy, across dozens of common errors and anomalies.
Get the Puzzle magic in just 5 minutes
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Puzzle Integrations
Saving you time through automation
Discover how our integrations save time and boost accuracy over legacy tools like QuickBooks.
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Don’t just take our word for it.
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FAQs
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
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:
- Jan 31: 1099s
- March 1: Delaware Franchise Tax
- April 15: Federal and State Tax Filings
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:
- 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.
- 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.
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:
- 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.
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.
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:
- 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.