Automating tasks is easy. Accountability is hard.
Accounting is not one monthly event. Questions come up, transactions need review, receipts go missing, vendors change, cleanup projects appear, and then the close begins. Most AI tools automate a piece of that and leave you holding the rest. Puzzle AI Suite is three ways to work on the same ledger, covering the work before, during, and between closes.
Answers about the books, grounded in the ledger
The work between closes, drafted and prepared for your review
The structured month-end process your team runs every month
Because Puzzle owns the ledger, all three work where the accounting already happens, connected to the transactions, documents, workflows, and controls.
Clients closed by the fourth business day
Roughly 3x the client capacity the firm had anticipated, with the same team.
Faster month-end close
Agents draft 81% of the firm's reconciliations. The team reviews the exceptions.
The agent does the volume. Your firm stays accountable for the result.
Chat
Ask a question about the books instead of digging through reports.
- Ask about balances, transactions, and activity in plain language
- Answers grounded in the client's ledger, not a general purpose model
- Useful before a client call, during review, and mid-close
Cowork
Automate repetitive tasks the agent drafts and prepares for your review.
- Review unusual transactions
- Flag vendor and transaction inconsistencies
- Catch first-time large transactions before they become a review question
- Find missing receipts, match payments to unpaid bills
- Prepare documentation and handle one-off client requests
Close
Define the work once. The agent runs it. You approve before anything posts.
- Recurring close work defined once, then run every period
- The agent runs the prep, including reconciliations and the Monthly Checklist
- The close actions that change your books run through human review before they post
- Review, approve, sign off
Puzzle’s agents work under human oversight. Chat answers questions and doesn’t change the ledger. Cowork drafts and prepares the work. In AI Close, anything that changes your books runs through human review before it posts: you see every entry, understand why, check the evidence, and approve or change it first.
