The New AI Accounting Building Blocks

The Foundation of Accounting Is Accuracy. So We Built That First.

AI is flooding the accounting world. Most of it promises speed. But what good is speed if the numbers are wrong?

At Puzzle, we took a different approach: we started with accuracy.

How You Prove Accuracy In A World of AI

Most accounting AI today focuses on speed. We focused on accuracy first because financials only matter if they're right. Provable accuracy is the foundation upon which both human accountants and AI agents must build their work.

• AI hallucinates, and humans make mistakes
• Firms need to trust the system to surface the right issues, with context and clarity
• When errors occur, they must be detected and fixed—either manually or automatically

Why is Puzzle best set up to solve this?

An AI agent is only as good as the data, readability and the functionality of the system. Puzzle first architected the data platform, followed by the general ledger, and now we are assembling building blocks to core accounting workflows - all under the accountant's control. This gives users a better sense of the what, why, and who, whether a human, agent, or both working together.

Our Key Building Blocks:

• Categorization: AI/ML-powered transaction categorization that learns from patterns - deterministic, not hallucination prone
• Outreach: Automate client questioning for uncategorized transactions
• Reconciliation: Intelligent matching for reconciliations, AP and AR matching, accruals
• Policies: Up to 256 accounting transformations across common depreciation, amortization and revenue recognition
• Accuracy: Proactively identifies potential errors and anomalies

The best part? There is an audit trail, SOC2 security compliance and a team continuing to listen, iterate and build new capabilities across cash and accrual accounting.

Introducing Categorization and Vendor Accuracy Reviews

"We co-developed this AI accuracy review with Puzzle, our commitment to delivering the highest bar of accuracy for our clients."

— Matt Tait, CEO, Decimal Accounting

Why this matters:

Accounting accuracy is still largely dependent on people—manual categorizations, if/then rules, and review-by-sampling. Legacy systems weren't built to guarantee accuracy, only to delegate it. Trust comes from who prepared the books, not from the system itself. That's a problem.

Puzzle's new Categorization and Vendor Accuracy Reviews flip this model. These AI-powered reviews evaluate every transaction and ledger entry for consistency and accuracy across:

• Vendor naming
• Categorization patterns
• Outliers and edge cases
• Cross-company precedent

Unlike traditional workflows that rely on human memory or spot-checking, Puzzle continuously reviews 100% of your data in real time and flags issues before they snowball, creating additional value:

1. 1099 prep with less stress
2. Accurate vendor-level spend analysis
3. Better insights for forecasting and flux review
4. Fewer downstream errors—and faster fixes when they happen

Put simply: the accounting system is finally doing what it should've done all along—helping you trust the numbers.

Building With Accountants, Not Against Them

Unlike others in the market, we're not launching AI features just to replace bookkeepers or worse, launching services to compete with the firms we claim to support. We partner, not compete.

We work with leading firms like Decimal to design for the AI-era. That meant more than transferring hundreds of accounts—it meant co-developing features that help them deliver on their client promise: accurate books and financial insights.

Our Commitment to Firms:

• No Services Commitment: Puzzle doesn't offer accounting services because we partner, not compete
• Strategic Partnership: Co-developing AI tools with accounting firms, not competing against them
• Elevation Focus: Shifting accountants from data entry to high-value advisory work

What's Live Today… and What's Next

The Accuracy Reviews joins a growing suite of AI tools inside Puzzle:

✓ Email Context AI that auto-categorizes transactions based on real client conversations

✓ Programmatic Accounting Policies for automated rev rec, prepaids, and fixed assets

✓ Data Integrity Agents to identify duplicates, mismatches, or sync issues across platforms

✓ Accuracy Review Tools, starting with transaction and vendor coding, live today

With Puzzle, you're not stuck using a closed bundle of tools from 2001. You can combine the best of today's finance stack—including Stripe, Gusto, Rippling, Ramp, Mercury, Brex and more—knowing your accounting will stay clean and correct.

Accounting's GPS Moment

Legacy accounting is like using a paper map: accurate if you're lucky, but outdated the moment you start driving. Puzzle is your new accounting GPS—always up to date, always checking your route, and smart enough to reroute when needed.

This is what AI accounting looks like:

• Not just automation, but intelligence
• Not just fast, but right

And this is just the beginning.

"It would be hard to recommend another accounting software to new clients after using Puzzle for a few months."

— Justin McLoughlin, CEO, Anchor Accounting

Want to see a demo? Book a call at puzzle.io.

‍