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Why Decimal Migrated Hundreds of Clients to Puzzle's AI Native Ledger

100%
Accurate Data Migration
> 100
Clients Migrated in Weeks
πŸ”‘
Scaleable Operations with AI & Automation Unlocked
"Puzzle is helping us reimagine how we deliver on our promise to clients."
– Matt Tait, CEO @ Decimal
Upgrade your accounting from manual to modern
Trusted by thousands of accountants and founders
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IN ARTICLE:
The Challenge
Example H2
The Solution
Example H2
The Result
Example H2

Learn how Decimal and Puzzle worked together to accomplish:


  • Expedient migration of hundreds of clients with 100% data accuracy in weeks
  • Enhanced quality control while allowing personalization across clients
  • Positioned to capitalize on new capabilities of LLMs and AI agent
THE CHALLENGE

‍Already Ahead, Needing an Edge

‍

‍Decimal wasn't your typical accounting firm looking for basic improvements – through careful optimization of their team and processes, they had built one of the most efficient modern accounting operations in the industry. Their secret? A relentless focus on operational excellence and a deep understanding of what makes accounting firms truly scale.

‍

"We faced a choice: continue with legacy systems or find a true technology partner who could match our ambitions." – Matt, Decimal's CEO

THE SOLUTION

The Missing Piece: A next-gen AI Based Ledger

‍

‍Decimal has always prided itself on utilizing the best technology for its clients, but as they looked at adopting and applying AI, they faced a key challenge: legacy general ledgers were not practically built to leverage AI. The options were clear but limited:

‍

  • Build their own technology (pulling focus from their core business)
  • Layer more tools on top of legacy systems (adding complexity)
  • Find a true technology partner who could help complete their vision

‍

After evaluating their options, it became clear that Puzzle was building the AI-native ledger needed to scale with their ambitious goals.

THE RESULT

Why Puzzle: Beyond Software, A Technology Partner

‍Puzzle stood out by offering something different: a true technology partnership that could complement Decimal's existing strengths. By partnering with Puzzle, it allowed them to focus on being the best at their core services while leveraging a best-in-class, innovative general ledger.The partnership between Decimal and Puzzle is already showing promising results:

‍

πŸ“ˆ Scalable Operations: With automated quality checks, standardized workflows, and checklists, Decimal is delivering high-quality books for hundreds of clients on Puzzle today

‍

πŸ”¬ Rapid Product Velocity: Dedicated communication channels with product teams & rapid implementation of feedback

‍

πŸ’» Seamless Data Migration: 100% accurate data migrations across hundreds of clients

‍

The result is improved scalability with Decimal's team able to focus more on service instead of repetitive tasksβ€”ultimately leading to happier clients.

‍

"Having a direct line of communication with Puzzle has been a game-changer. We've seen our feedback turn into real product improvements, and that level of responsiveness has been invaluable." – Mitch, Operations Lead @ Decimal

‍

Looking Forward

‍With Puzzle as their technology partner, Decimal delivers on its mission of making it easier for SMBs to be in business. They continue to lead the industry in operational excellence, now backed by technology that can truly scale with their ambitions.The partnership represents more than just a software implementation – it's the beginning of Decimal's vision for what a modern accounting firm can be, and an inflection point in their story of what's to come.

‍

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‍Ready to Complete Your Vision? Learn more here

‍

‍

Read more

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