Customer Stories

loved by

One CPA. 50 Clients. 15 Days.

Trivium Thought Leaving QuickBooks Would Be the Hard Part. It Wasn’t.

Accounting Firm

How Debit & Co. Closed 15 Clients by the 4th Business Day with Puzzle

Accounting Firm

How Attivo Partners Moved from Bookkeeping to Advisory with Brex & Puzzle

Accounting Firm

How Parallel Closes Books in Hours, Not Weeks with Puzzle & Ramp

Accounting Firm

How Finfuego Builds Lean, Real-Time Finance with Brex and Puzzle

How Accountalent Saves 3+ Hours Per Client Each Month with Puzzle

Accounting Firm

Trivium used Puzzle's automations to complete 81% of reconciliations

Accounting Firm

How Burkland Cut Month-End Close by 25% with Puzzle

Accounting Firm

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See why modern companies are upgrading their accounting software to Puzzle

Save hours on manual bookkeeping tasks

Automatically categorizes expenses with up to 95% accuracy and drafts reconciliations, freeing you to focus on what matters.

Make faster, smarter business decisions with AI

Access real-time cash flow insights, daily updates, and a visual dashboard for better decision-making, and AI labs that bring your financial health to life.

All Your Financial Data  in One Place

Reliable, streaming integrations with modern tools like Stripe, Brex, Ramp, Rippling and Gusto to eliminate manual data entry and consolidate all your financial data in one single source of truth.

Modern businesses run on Puzzle

Forward accounting firms and leading startups use Puzzle to save time and money

4+

hours

Saved Weekly on Bookkeeping and Reconciliation

3+

Hours

Saved Per Client Monthly

81%

recons

completely automated

2+

days/mo

Saved per accountant

100+

clients

Migrated in weeks

4+

hrs/wk

saved on accounting tasks

17

day

faster monthly close

20

hrs/mo

saved for finance team

30

hrs/mo

saved with automation

15

min

onboarding time

5

integrations

connected easily

60

hrs/mo

saved on accounting

3

wks

saved on tax prep

3.5

hrs/mo

saved on categorization

3x

reduction

in revenue recognition time

95%

accuracy

on AI Categorization

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Company

Industry

Type

Key outcome

Beyond the software, Commenda also values the partnership. When their CPA encounters a new nuance or needs a feature, he requests it via Slack. The Puzzle team delivers a fix or a new feature, often telling them the feature was already in beta and their request accelerated the launch.

Accounting Firm

Accounting Firm

Accounting Firm

Trivium expected leaving QuickBooks to be a months-long project. With Puzzle, 80% of client books migrated in two hours or less and the close runs 3x faster.

Accounting Firm

Accounting Firm

Accounting Firm

A two-year-old bookkeeping firm. 12 employees. Every single client closed by Day 4. Here's how they built the system that made it possible.

Accounting Firm

Accounting Firm

Accounting Firm

How Attivo Partners Moved from Bookkeeping to Advisory with Brex & Puzzle

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