Categorize 98% of transactions automatically. Close in days, not weeks.

Elevate your CPA. Puzzle handles categorization, reconciliation, revenue recognition and schedules, so you focus on analysis and advisory—not data entry.

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Why Accountants Choose Puzzle

Get your time back

QuickBooks means touching every transaction, building rules that break, and spending evenings on work that should be automatic. Puzzle categorizes 98% of transactions and cuts reconciliation from hours to minutes. You review exceptions—not everything.

Susan Wozena, CPA,

Director of Bookkeeping

To sort through 1,200 Stripe transactions in QuickBooks would have been a nightmare.

Do work that actually matters

When categorization is automatic, you stop keying things in and start looking at trends, analytics, and insights. That's the work that advances your career and that clients actually pay for.

Susan Wozena,

CPA, Accountalent

Instead of spending time keying things in and reviewing categorizations, we spend more time looking at trends and reviewing other analytics.

Use tools that actually work

Broken syncs, duplicate transactions, missing feeds—you've spent hours troubleshooting integrations that should just work. Puzzle's native integrations with Mercury, Stripe, Ramp, Brex, and Rippling connect once and stay connected.

Patrick Metz,

Founder, Tactomic

After seeing Puzzle, it's difficult to take on clients who want to remain on QuickBooks.

Features

AI-Powered Categorization

Puzzle categorizes 98% of transactions automatically. The AI learns your patterns and applies them consistently—split transactions, complex vendor matching, and subscription revenue happen without manual rules. Accountalent went from 85% manual review in QuickBooks to 2% in Puzzle.

Accuracy Reviews

Puzzle flags vendor naming issues, categorization inconsistencies, and outliers automatically—before they reach your client. Every transaction has a complete audit trail. Catch problems at review, not after client questions.

Automated Reconciliation

Intelligent matching handles comparison, catches duplicates, and flags genuine discrepancies for your review. Trivium cut bank reconciliation from 2 hours to 5 minutes. 81% of their reconciliations now complete with no human intervention.

Integrations That Stay Connected

Native integrations with Mercury, Stripe, Ramp, Brex, Rippling, and Plaid-connected institutions. Receipts, memos, and metadata flow in automatically. No CSV exports. No broken feeds to explain to clients.

Real-Time Dashboards

When a client asks about burn rate or runway, you have the answer—not "I'll get back to you after close." Daily-updated metrics with drill-down to source transactions. Clients can prep for board meetings without waiting on you.

Automated Revenue Recognition

SaaS revenue recognition usually means spreadsheets, manual journal entries, and hoping you got the timing right. Puzzle handles deferred revenue schedules, MRR/ARR, and simultaneous cash and accrual basis automatically. Susan Wozena called sorting 1,200 monthly Stripe transactions in QuickBooks "a nightmare." In Puzzle, it just works.

"Puzzle enabled us to launch bookkeeping as a profitable, high-margin service. We went from onboarding to delivering results within days—unheard of in traditional bookkeeping"

Renato Villanueva,

Founder and CEO of Parallel

"To sort through 1,200 Stripe transactions in QuickBooks would have been a nightmare. With Puzzle, it just does it. We can actually integrate, so we've got all that detail in there. It's a huge time savings."

Susan Wozena,

CPA, Director of Bookkeeping at Accountalent

"Puzzle saved time and days by removing the need to ask the client to review categorizations, help us understand what was missing, and then make those corrections in the accounting software."