Setting up your startup’s accounting takes only one click now. Startups can get an end-to-end accounting system up and running in no time.
Brex is already the go-to card and banking solution for founders, and now it’s your accounting co-pilot too. Accounting software is hard to set up, but thanks to Puzzle’s Developer API, it’s now a one-click experience.
You can integrate Brex’s expense accounts into Puzzle’s general ledger with a single click, directly inside your Brex application. It saves you time, keeps your financial data in one place, gets you fundraise-ready, and helps you move faster and spend smarter.
TLDR:
Synchronize your Brex expense accounts into Puzzle’s general ledger in seconds.
Instant. Founder-friendly. No weeks of onboarding, just connect and go. Before this launch, standing up startup accounting typically took four to six weeks, according to Puzzle CEO Sasha Orloff in VentureBeat's launch coverage.
This one-click setup eliminates headaches, letting your financial data flow automatically between Brex and Puzzle. With everything unified in one place, founders finally get the plug-and-play experience they’ve been waiting for.
Brex already brings together banking, cards, and AP/AR into one powerful financial stack. Puzzle’s mission has always been to deliver true real-time accounting.
By pairing Brex’s full spend and payment data with Puzzle’s real-time general ledger, founders can unlock what matters most - real-time view of their financial health.
No delays. No fragmented systems. Just a single source of truth that helps founders make smarter, faster decisions with confidence, at every stage of growth.
When AI + Automation work together, accounting goes from manual grind to hands-off.
What used to take hours of manual review now happens in real time. Export with confidence: compliance checked, errors flagged, and policies applied automatically.
"Once you experience real-time AI accounting, it’s hard to go back to monthly summaries. .” - Trevor Lee, CEO & Founder of Genius Sheets
Since the one-click launch, the setup has settled into a routine you can run in minutes. A new Puzzle company created from Brex arrives with a standard Brex category to Puzzle GL account mapping, and compliant transactions export automatically (per Brex's integration guide). You can edit the mappings or switch to manual exports at any time.
One detail to know before you connect: Brex exports card transactions and reimbursements directly. Transactions from your Brex business account come through a bank feed you connect in Puzzle.
| Brex data | How it reaches Puzzle | What you control |
|---|---|---|
| Card transactions | Exported directly from Brex; compliant transactions export automatically | Edit category mappings or switch to manual exports |
| Reimbursements | Exported directly from Brex | Edit category mappings or switch to manual exports |
| Brex business account transactions | Bank feed you connect in Puzzle | Connect the feed in Puzzle |
| Category mapping | New Puzzle company arrives with a standard Brex category to Puzzle GL account mapping | Edit the mappings at any time |
On the Puzzle side, AI Chat answers questions from your actual books (read-only), and AI Cowork prepares tasks for your review. Nothing changes in the books without your approval. With about 90% of transactions categorized automatically and about 85% finalized, expect to spend roughly 15 to 20 minutes a week reviewing what the AI drafted.
Connecting Brex + Puzzle takes just one click.
Best part? You can start now at no cost. If you already use Brex, you can set up Puzzle for free, then redeem another six months free once your expenses grow past $5k per month (terms on Brex). Whether you’re an early-stage startup, a scale-up, or a fast-growing business, you’ll get the automated accounting foundation you need, from simple transaction categorization to full, investor-ready financial statements.
From your first board update to your next fundraising round, your books stay accurate and up to date. When you want a human in the loop, add Expert Reviewed or Full Service bookkeeping, delivered by Puzzle accountants or a vetted partner firm working in the same ledger you see.
Set up your accounting in one click today and join the founders who’ve made the smart choice to automate their finances from day one.
When you connect Brex to Puzzle, a new Puzzle company is created with a standard Brex category-to-GL account mapping already in place. Card transactions and reimbursements export directly from Brex; your Brex business account transactions come through a separate bank feed you connect inside Puzzle. You can edit the category mappings or switch to manual exports at any time.
The Brex + Puzzle integration connects in minutes, compared to the four to six weeks that standing up startup accounting typically required before this launch. Once connected, about 90% of transactions are categorized automatically and about 85% finalized, so your weekly review time drops to roughly 15 to 20 minutes.
No. Puzzle's AI drafts categorization and reconciliation work, but nothing changes in your books without your approval. If you want a human in the loop, you can add Expert Reviewed bookkeeping (from $99/month) or Full Service bookkeeping (from $499/month), with Puzzle accountants or a vetted partner firm working directly in the same ledger you see.
Brex handles expense coding and flags transactions that need review on the spend side. Puzzle adds a full general ledger, dual-basis accounting (cash and accrual simultaneously), real-time burn rate and runway tracking, and investor-ready financial statements. The integration combines Brex's spend data with Puzzle's accounting engine so you get both in one place.
Sign into your Brex account, go to the accounting software connection page, and select Puzzle. Existing Brex customers can set up Puzzle for free and redeem an additional six months free once monthly expenses exceed $5,000 (terms on Brex). The connection takes one click from inside the Brex app.
AI Cowork is the part of Puzzle's AI suite where you describe a task in plain English and an agent prepares the work for your review. Nothing changes in your books until you approve it. Once your Brex transactions are in the ledger, Puzzle's AI categorizes them in the background, and it creates categorization rules automatically as you finalize transactions, so accuracy improves with use. A new account starts below the typical rate of about 90% categorized automatically until Puzzle has enough history and rules. Revenue recognition runs on policies you set by product or subscription type, and it is Stripe-centric: billing outside Stripe needs manual journal entries. AI Chat sits alongside Cowork and answers questions from your actual books (read-only).
You start by adding a service tier on top of a Puzzle software plan from the add-ons page. With Expert Reviewed, Puzzle's AI suite does the work and a bookkeeper reviews, corrects and closes your books every month, with up to three bookkeeping questions per month. It fits one entity and one accounting basis with up to $10K in monthly expenses, and no payroll processing, AP/AR or inventory. With Full Service, a named bookkeeper runs the full monthly close: categorization, reconciliations, accruals and prepaids, financial statements, plus a month-end summary and unlimited bookkeeping questions by email. In both tiers you can see every change, and you approve the month. Puzzle does not offer tax services, so tax filing stays with your tax professional.
Migration is $149 per system moved, charged once per system. A QuickBooks Online migration takes a couple of days through a direct integration. QuickBooks Desktop, Xero and Zoho Books take about five to seven days because the process is manual. If your historical books are messy, the cleanest route is to import a cleaned trial balance as your opening balance or to pick a clean go-live date, instead of bringing over every raw historical transaction. Flag disorganized data early so the team can plan around it, and ask during onboarding how your existing categories will map into Puzzle's chart of accounts. If you use Brex, connecting it means new card transactions and reimbursements flow into the ledger from that point forward.
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