PUZZLE AI SUITE
Puzzle’s AI Suite works directly inside your accounting ledger, giving you instant answers about your business and AI agents that help prepare the accounting work that normally eats up your day.
Puzzle prepares the work. You see and correct it at every step.
Two ways to work with your
numbers every day.
Some accounting work starts with a question. Some starts with a task. Puzzle gives you an AI for both.
Your accountant can work with AI too.
If an accountant manages your books on Puzzle, AI Close helps them run the structured month-end process using AI while keeping human review and approval in the workflow.
Ask a question. Get an
answer from your actual books.
Instead of digging through reports, spreadsheets, or transaction lists, ask Puzzle directly. Chat understands the financial data already inside your ledger and gives you an answer in plain English.
It never changes anything without your OK.
Every response comes from your real financial data — read-only, always accurate.
Describe the task. Let
Cowork prepare the work.
Not every accounting job is a question. Cowork gives you an AI agent for the everyday work that shows up between closes. Tell it what you need done, let the agent prepare the work, then review the result.
Describe it once. Cowork gets to work.
You review the work before anything is final.
The AI and the ledger work
together.
Puzzle’s AI isn’t a separate assistant sitting on top of your accounting software. Chat and Cowork work directly with the same transactions, documents, integrations, and financial data that power your books.
Puzzle doesn’t have to move your financial data somewhere else before AI can work with it.
AI is more useful when your books are already working.
Puzzle combines AI with continuously updated accounting, financial insights, and your modern financial stack — all in one system.
Know where you stand today.
See cash, burn, runway, revenue, expenses, and financial performance without waiting for month-end reporting.
Automate the accounting underneath.
Puzzle continuously categorizes transactions, reconciles financial activity, and prepares your books while you work.
Connect the tools you already use.
Bring banking, cards, payments, payroll, and other financial tools into the same accounting system.
Less time managing the books.
More time using the numbers.
reduction in month-end close time
8 hours saved weekly on bookkeeping tasks.
faster month-end close
7 hours saved each month through automated expense categorization.
saved every week
50% faster reconciliation with Mercury.
“Puzzle not only provides us with the financial insights we need, but it’s also extremely easy to use. Using their software to power our accounting function was a no-brainer.”
Daniel Martinez Founder, VibeGrade
See the full story →
Want a human in the loop?
Use the software yourself.
Or let someone help run the books.
Puzzle gives you the platform and the AI. When you want full confidence your books are complete, accurate and ready for tax time, add an accounting service.
Three services, from $99/mo per entity, priced by your monthly expenses: monthly review, full-service bookkeeping, and catch-up on the months you never finished. Delivered via an independent accounting firm from Puzzle’s partner network, introduced to you by name.
Puzzle bills on the firm's behalf and keeps a share of the fee.
Your firm's engagement letter governs the scope of their work.
10,000+ companies trust Puzzle.
Your books already have the answers.
Now you can just ask.
Get accurate, current books — and an AI that can help you understand them and get work done.
FAQs
The Puzzle AI Suite is a set of AI tools built into Puzzle’s accounting platform: AI Chat, AI Cowork and AI Close. AI Chat answers questions about your finances in plain English. AI Cowork hands off routine accounting tasks to an AI agent. AI Close helps accountants run month-end close with AI. All three work directly on your live general ledger, not a copy of your data.
You can ask AI Chat anything about your business finances, in plain English. For example: “How has our cash changed over the last six months?”, “Why did software spend go up last month?” or “Which customers have outstanding balances?” Answers come from your actual books, so they reflect your real transactions, not estimates.
AI Cowork is an AI agent that prepares routine accounting work for you to review. Describe a task, and Cowork does the legwork. It can find unused software subscriptions, match invoices to payments, track down missing receipts, flag unusual vendor activity or prepare documents for your accountant. Nothing is final until you review and approve it.
AI Close is for businesses whose books are managed by an accountant on Puzzle. It gives the accountant a structured, AI-assisted month-end close, and keeps human review and sign-off in every step.
No. AI Chat is read-only and asks before taking any action. AI Cowork prepares work for your review, and nothing is finalized until you approve it. AI Close keeps your accountant’s review and approval in the workflow.
Puzzle’s AI works on the same ledger, rules engine and reconciliations that power your books, so its answers trace back to real transactions you can inspect. Puzzle keeps your books current with continuous categorization and reconciliation, so answers reflect your latest data, not last month’s report.
Yes. The AI Suite is included in every Puzzle software plan, from Starter to Scale. You can try it free before you subscribe. See pricing
The AI Suite works inside Puzzle. Puzzle MCP brings your Puzzle data into AI assistants you already use, like Claude and ChatGPT. Use the AI Suite for answers and tasks in your accounting workspace, and Puzzle MCP to work with your books from your own AI tools. Learn about Puzzle MCP
Yes. Puzzle offers accounting services through its network of partner accounting firms. Puzzle’s AI does the routine work, and a bookkeeper reviews it and closes your books. You can run the books yourself with the AI Suite, add expert help later or hand everything off. Explore accounting services
Yes. Puzzle is SOC 2 compliant and protects your financial data with encryption and access controls. The AI works inside Puzzle, so your data doesn’t need to be moved to another tool for AI to use it. Read about Puzzle security