Introducing Smart Accounting Policies For Accountants

Puzzle Makes Accounting Easier and More Enjoyable For Accountants

Accountants know the realities of the job all too well: mountains of spreadsheets, lengthy reconciliations, and hours of repetitive data entry. The work is fulfilling, but the daily process can be time-consuming and often overwhelming.

What if there were a way to break free from this cycle, reclaim time, and dive deeper into the impactful work that matters?

Puzzle, the accounting and finance platform built for the AI era, is introducing their next-generation accrual automation solution, designed to make the work of accountants easier and more enjoyable. Accountants are the unsung heroes behind every business’s success, bringing clarity to the financial health of every company.

A Platform Built To Empower Accountants, Not Compete With Them

Unlike legacy tools like QuickBooks, which actively competes with accountants—going so far as to encourage clients to “fire their accountants”—Puzzle was built with a different purpose: to empower, not replace, accounting professionals.

Developed by CPAs, CFOs, and finance experts who understand the realities of the field, Puzzle is purposefully designed to support accountants, helping them regain control and maximize efficiency in their work. By automating up to 90% of routine tasks, Puzzle allows accountants to focus on higher-value responsibilities, all while keeping full oversight of their processes.

As the industry faces talent shortages and high burnout rates due to manual, repetitive work, Puzzle offers essential support. Think of Puzzle as a supportive partner, dedicated to helping accountants reclaim time, efficiency, and control for what truly matters.

Finally, Tools That Meet the Real Challenges Accountants Face

Puzzle provides a suite of tools specifically designed to tackle routine tasks and allow accounting professionals to focus on simplifying month-end workflows:

• Smart Monthly Close Review: Automatically flags common errors, allowing accountants to breeze through month-end tasks with fewer interruptions.
• Accrual Automation with Programmatic Accounting Policies: Simplifies compliance by eliminating the need for manual data entry while facilitating GAAP-compliant reporting. This feature provides accurate accrual accounting without the usual spreadsheet hassles.
• Scalable Subledgers: Built for accuracy at scale, Puzzle’s subledgers handle thousands of transactions in a single, auditable ledger.
• Automated Reconciliations: Puzzle drafts bank and card reconciliations and flags unusual activity for quick review, reducing time spent on administrative tasks.
• AI-Powered Categorization and Lookup: By learning from past transactions, Puzzle categorizes expenses more accurately and reduces the need for frequent corrections, saving time and improving communication.

These tools are not just time-savers; they’re designed to boost accuracy and give accountants peace of mind in their daily work.

“As a firm owner, part of my responsibility is to ensure we stay relevant. I do this by using as much automation as possible, so we can focus time (our most valuable resource) on the harder-to-automate advisory work,” said Justin McLoughin, founder of accounting, tax and advisory firms AirCFO and Anchor. “Puzzle is a great example of technology we deploy because its automation capabilities allow us to future-proof my services by leaning more into the true advisory work. It's better technology for our clients, too.”

Built for the Future of Accounting

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Co-founded by Sasha Orloff (yes, that’s me!) and backed by more than 200 CFOs and operators from companies like Stripe, Gusto, and Brex, Puzzle is built with accountants’ futures in mind. It’s not just another software solution—it’s a partner for firms and independent accountants who want to scale effectively, reduce burnout, and stay relevant in an ever-evolving industry.

For those who want to bring more impact to their work, Puzzle may just be the answer.

So, if you’re an accountant ready to finally escape the manual grind and reclaim time for more meaningful work, it might be time to take a closer look at Puzzle.