AI-native accounting that gives you time back.
For forward thinking businesses and accounting firms, Puzzle replaces manual QuickBooks workflows with automated, real-time financials.
Trusted by
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Eliminate up to 98% of manual workflows, 50% faster month-end closes, and real-time insights in minutes.
The Problem
QuickBooks is slowing your business down.
Manual categorization, reconciliations, and cleanup steal hours every week.
Numbers arrive weeks late, so decisions get made with guesswork.
Disconnected tools, spreadsheets and broken automations create more work instead of less.
How Puzzle gives you time back
For Startups and Growing Businesses
Close faster, with less back-and-forth.
Cut month-end close time by up to 50 percent.
Know where you stand every day.
See burn, runway, and cash position in real time.
Stop doing spreadsheet cleanup.
Eliminate manual categorization and repetitive busywork.
Run on the modern financial stack.
Native integrations keep data clean and reliable.
For Accounting Firms
Cut month-end close time in half.
98% automated categorization, reconciliation, and revenue recognition.
Win clients with technology that sets you apart.
Real-time dashboards with burn, runway, and cash—not month-end PDFs.
Scale revenue, not costs.
Add clients without proportional cost increases. Achieve 60-80% margins.
A partner that's never your competitor.
White-glove support, free migrations, and a team that builds with you—not against you.
What Puzzle does
How Modern Teams Scale Faster With Puzzle
From AI startups to accounting firms, teams use Puzzle to automate workflows, close faster, and gain real-time financial clarity.
Real-time visibility
All core financial metrics live in a single dashboard, giving the team instant clarity for faster decisions.
$20K–$50K saved annually
Always-current, reliable financial data without the overhead—giving the team confidence to move faster while cutting significant annual costs.
Trusted by fast-growing AI teams
Hyperspell has relied on Puzzle as its accounting system of record for over a year, supporting accurate, consistent financial operations as the team scales.
3 hours saved every month
Simplified workflows and automated processes reduce manual accounting work, giving the team back time to focus on building and growing the business.
Financial clarity without the stress
Supporting line (1–2 lines): Puzzle simplifies complex financials for a growing legal tech company, giving founders confidence in their numbers instead of uncertainty.
Less manual work, fewer errors
Puzzle reduces manual work and errors while giving the team instant clarity into spending and financial activity.
Easy setup that keeps paying off
Guided onboarding and smart categorization rules helped the team get up and running quickly—then save hours each week reviewing transactions instead of manually categorizing them.
Accounting that scales with your growth
Puzzle provides real-time financial clarity and easy workflow management for growing retailers, simplifying bookkeeping and reducing manual accounting burden.
See your numbers clearly from day one
From the moment they set up Puzzle, the team had instant visibility into profit, spending, and trends through intuitive visuals and a clear P&L—without relying on complex bookkeeping tools.
Less manual bookkeeping, more care time
Puzzle simplifies financial workflows and provides real-time visibility into clinic finances, helping the team spend less time on accounting and more time focused on patient care.
Accounting that feels intuitive
From the first login, Puzzle felt intuitive and thoughtfully designed—delivering a delightful experience that’s rare in accounting software and easy for modern teams to adopt.
Banking and accounting, finally in sync
With direct Mercury integration, Puzzle keeps transactions aligned across banking and accounting, making it easier to track cash flow and manage day-to-day finances without extra manual work.
Build with the teams shaping the modern financial stack.
Puzzle partners with leading fintech and software platforms to deliver real-time, reliable accounting infrastructure. If you’re building where modern businesses live, you should be building with us.
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.
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.
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.
Ready to take back hours every week?
Join the 7,000+ companies and firms using Puzzle to keep books accurate, up to date, and fast to close.