Accounting software was built to record work, not prepare it. We are changing that.
AI Close is Puzzle's new AI-powered close workflow for accounting firms. AI Close prepares the work for you, with the accountant still in control. Governed Automation at its core.
This is not for firms chasing hype. It is for firms that want more capacity, better control, and more room for the work that actually requires a professional brain.
You already know what needs to happen in the close. That is not the problem. The problem is the time it takes to execute.
AI Close changes that.
You start with the same month-end checklist and pick a step. Then you describe it the way you would hand it off to someone on your team. Puzzle turns that instruction into a repeatable agent workflow that drafts the work exactly how you want it done, ready for your review.
AI Close is built for the parts of the close that consume the most time. Categorization. Reconciliation preparation. Exception handling. Review.
These steps repeat every month but rarely fit into simple automation rules.
Each instruction becomes a repeatable workflow called an agent. The agent drafts the work, flags exceptions, prepares journal entries, and lines everything up for your review.
Nothing posts without your approval. There is no black box. No autonomous system making accounting decisions on your behalf.
This is governed automation in practice. Your process. Your standards. Your judgment. Running faster, under your control.
There are already tools that claim to automate parts of the close.
Most of them sit outside the accounting system.
They are third-party close tools layered on top of the ledger. Data has to sync between systems. When something breaks, teams often have to search across multiple tools to identify the problem.
AI Close works differently.
Puzzle combines the general ledger, the data platform, and the agent workflows in one system.
Because the automation runs directly inside the ledger, agents operate on the underlying accounting data instead of relying on external integrations.
There are no syncing issues to manage. There is no separate system that needs to be reconciled.
Everything runs in one place.
Because AI Close lives inside the general ledger, it works across both cash and accrual workflows without requiring firms to move data between systems.
You also do not need to know how to code.
You simply describe the task the way you would assign it to someone on your team. Puzzle converts that instruction into an agent that prepares the work for review.
The result is automation that reflects how firms actually close the books instead of forcing them to adapt to a third-party workflow system.
That shift changes the economics of a firm.
Firms can expand capacity without hiring at the same pace.
Senior accountants spend less time buried in preparation and review loops and more time advising clients.
When demand increases, firms can take on more work without immediately adding headcount.
The close that once stretched across weeks begins moving in the background.
Connect your integrations and an agent can begin preparing reconciliation work before you log in. Upload a statement and the agent drafts the reconciliation while you focus elsewhere.
Client-ready insights begin taking shape before anyone opens the laptop the next morning.
The accountant remains at the center of the process.
AI Close does not replace professional judgment. It gives it leverage.
The system prepares the work. The accountant reviews, approves, and signs off.
AI Close was built with firms, not dropped on them after the fact. The workflows reflect how real firms close the books.
Because no two firms operate exactly the same way, you are not forced into someone else's rules.
You define the logic. You define the exceptions.
Over time, your firm's way of working becomes embedded in the system itself.
That is what AI-powered, human-led accounting looks like when it is done right.
The firms that move first will close faster, take on more clients, and build a structural advantage their competitors won't be able to close.
