AI close agents that execute your judgment.
The easiest place to automate your month-end close with AI. Add AI agents to your workflows, fully under your control.
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"This is one of those things you can't unsee as a CPA. I describe my task, it does the work for review, I approve and it just happens."
Arlo Financial
Bring the power of AI into your month close workflow
Controlled
Not “autonomous” or “self driving”
Create a close checklist, specify rules, approvals, required documents, and exception handling.
Aligned
Your intelligence, now with AI
AI shouldn’t try and replace you, it should enable you to do your best work.
Customizable
You design, agents do the work
Let agents do your work so when you login, the books are clean.
From idea to automation in minutes.
You describe the workflow
Create a close checklist, specify rules, approvals, required documents, and exception handling.
Run the bank reconciliation for last month. If it reconciles, mark as complete. If not, please tell me the difference and recommend next steps.
AI proposes a solution
Convert natural language into explicit, runnable steps. Surface missing inputs. Standardize logic.
Function logic: Identify correct bank account → Check opening balance → identify all money-in transactions → identify all money-out transactions → ...
Agree and the agent executes
Run, review, schedule, ignore. It’s up to you.
Based upon your logic, I have drafted the following journal entries. If they look correct, type ‘yes’ and I will post them to the GL.
Designed with accounting firms, for accounting firms.
Get started quickly with pre-built templates
Unlike QuickBooks, Puzzle will never compete for your clients – guaranteed.
Get to advisory faster, and easier
Spend less time preparing the books and more time helping your clients build enduring companies
Without Agents
Manage 5-10 clients
Manual reviews
You are working all hours
Refer overflow clients
With Agents
Manage 25-30 clients
AI reviews
Agents working all hours
Close more clients
FAQs
AI Close is the first agent builder built directly into the Puzzle General Ledger. It is designed specifically for accounting firms to automate the month-end close workflow by creating custom AI agents. These agents execute tasks according to your firm’s specific rules and processes. You describe the task, and the agent drafts the work for your review.
You'll be among the first to access AI Close, before it opens to the public. As a waitlist member, you'll receive exclusive updates and early access as we roll out to select firms. Our team will reach out personally to get you set up.
No coding is required. You build an agent by using natural language. Just describe the task as you would explain it to someone on your team. You define the workflow, the rules, the thresholds for review, and the approval process. AI Close converts your instructions into a custom agent that drafts the work for your review and approval.
AI Close handles standard month-end close steps. Pre-built templates include Bank Reconciliation, Amex and Citibank reconciliation, Accrual Review, Uncategorized Transaction Review, and Variance Checks. It can also process PDF bank statements, draft advisory talking points, and generate business health summaries ahead of client meetings. And if your firm has unique workflows, you can build fully custom agents.
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.
