A modern platform for exceptional bookkeepers and accountants.

Optimize your bookkeeping or accounting practice with advanced software, in-house client success managers, curated high-value client introductions, and a professional community.  All in one place.

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Funding available for new bookkeeping firms.  Learn more here >>

You’re not the first.  
Just don’t be the last.

“Puzzle is the future of accounting software.”

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"Puzzle’s integration with Mercury’s APIs overall has significantly streamlined our approach to month-end close."

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“Not only is my job easier, but my client can see accurate, mission-critical metrics in real-time.”

“Great product. Very easy to setup and great support.”

“The accounting software I always dreamed of is a reality. More automations and less manual work for faster closes.”

“Puzzle is amazing.”

“Puzzle is making accountants' lives easier - evolving accounting from siloed data towards real-time data.”

“Puzzle is the future of accounting software.”

Read More

"Puzzle’s integration with Mercury’s APIs overall has significantly streamlined our approach to month-end close."

Read More

“Not only is my job easier, but my client can see accurate, mission-critical metrics in real-time.”

“Great product. Very easy to setup and great support.”

“The accounting software I always dreamed of is a reality. More automations and less manual work for faster closes.”

“Puzzle is amazing.”

“Puzzle is making accountants' lives easier - evolving accounting from siloed data towards real-time data.”

“Puzzle is the future of accounting software.”

Read More

"Puzzle’s integration with Mercury’s APIs overall has significantly streamlined our approach to month-end close."

Read More

“Not only is my job easier, but my client can see accurate, mission-critical metrics in real-time.”

“Great product. Very easy to setup and great support.”

“The accounting software I always dreamed of is a reality. More automations and less manual work for faster closes.”

“Puzzle is amazing.”

“Puzzle is making accountants' lives easier - evolving accounting from siloed data towards real-time data.”

“Puzzle is the future of accounting software.”

Read More

"Puzzle’s integration with Mercury’s APIs overall has significantly streamlined our approach to month-end close."

Read More

“Not only is my job easier, but my client can see accurate, mission-critical metrics in real-time.”

“Great product. Very easy to setup and great support.”

“The accounting software I always dreamed of is a reality. More automations and less manual work for faster closes.”

“Puzzle is amazing.”

“Puzzle is making accountants' lives easier - evolving accounting from siloed data towards real-time data.”

“Puzzle is the future of accounting software.”

Read More

"Puzzle’s integration with Mercury’s APIs overall has significantly streamlined our approach to month-end close."

Read More

“Not only is my job easier, but my client can see accurate, mission-critical metrics in real-time.”

“Great product. Very easy to setup and great support.”

“The accounting software I always dreamed of is a reality. More automations and less manual work for faster closes.”

“Puzzle is amazing.”

“Puzzle is making accountants' lives easier - evolving accounting from siloed data towards real-time data.”

“Puzzle is the future of accounting software.”

Read More

"Puzzle’s integration with Mercury’s APIs overall has significantly streamlined our approach to month-end close."

Read More

“Not only is my job easier, but my client can see accurate, mission-critical metrics in real-time.”

“Great product. Very easy to setup and great support.”

“The accounting software I always dreamed of is a reality. More automations and less manual work for faster closes.”

“Puzzle is amazing.”

“Puzzle is making accountants' lives easier - evolving accounting from siloed data towards real-time data.”

Puzzle helps you...

Save time and get more done

Fixed asset, deferred revenue, and prepaid automation
Say no to spreadsheets. Create depreciation or amortization schedules and policies with one click, review the schedule, make and edits, and let the software do the rest.
Tag clients for uncategorized transactions
No more waiting until month end to wonder what that transaction is.  Look at the receipt, let AI take a guess (optional) and if you still don’t know, request documentation or notes from your clients.  We will subscribe you to the transaction and notify you when they respond with a system suggested category.
Auto-drafted bank reconciliations
Since our APIs pull bank balances along with transactions, we automatically draft your statements and detect if they are reconciled or not.  Upload statements for even greater confidence.
Built native to Stripe
We worked closely with the Stripe team to translate billing and invoicing from transactions to revenue, across both cash and accruals, ARR/MRR, with corresponding revenue schedules automatically created and the associated journal entires posted each period, whether one transaction or a million.

More accurate books

Month end accuracy reviews
We took your month-end close checklist and added some checks and balances, highlighting the top detected errors, or potential errors.  Save time and have a second set of eyes reviewing the books.  Or in this case, code.
AI categorizer (optional)
Don’t know what something is?  Let AI take a guess, or explain what it is in natural language and let AI match it to a GL account.
Auto-ingested receipts, invoices and bills.
If you use a modern stack, like Stripe, Ramp, Brex, Mercury, or Meow, we automatically ingest or link receipts, bills and invoices, and “magic match” them when the payment is complete.  If you use other providers you can easily upload anytime.

Better client experience

Insights and variance reports
Financial statements are only one view of the business.  Aside from delivering cash and accrual books, get key financial metrics like burn, ARR and runway, get a cash activity report, variance analysis and our Spotlight tool to track significant changes.
Dual cash and accrual books
Cash & accrual books, together at last

We created a new data model that creates simultaneous cash and accrual books.  Your clients care about cash, but the IRS and investors care about accruals. Now you get both.
Training and support for your team
While most bookkeepers can learn our system in about an hour, we understand new software can be overwhelming at first.  We created an online training video series, and are happy to help you close your first month with one of our team, and create a dedicated slack channel or office hours with your team.  We are here to support you.
Easy Quickbooks transfer
We got you. Either give us read-only access or authorize this during onboarding.  We will ingest a read-only copy of your GL, trial balance and key reports, and work with you to get your client setup.

Case Studies

Faster, More Accurate Categorization
“Puzzle really leverages AI, automation, and Ramp integrations to help us as accountants code transactions faster, reconcile accounts more easily, and then in the long run, provide accurate and detailed reports as well as dashboards to our clients”
Effortless Revenue Recognition
“Save time and get your Stripe revenue automatically reconciled in real-time”
Automated Revenue Recognition features for startups using Stripe for subscription billing. This breakthrough makes tricky calculations like accrued revenue, deferred revenue, MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), etc., super easy to access with just a single click, saving you from the hours previously spent updating spreadsheets.
Automated Cash Reconciliation
Simply put, performing a bank reconciliation is a month-end close process that ensures your company's cash records match your bank statements and bank transactions. It was a painstaking task. Not anymore.
AngelList Stack + Accounting
“Now with Puzzle you can retrieve your latest startup metrics and add them to your investor update instantly.”
Auto-categorization
“How 99% of Brex credit card transactions are auto-categorized in Puzzle”
The Brex-Puzzle integration ensures data is synced faster and with more accuracy. This enables business owners the freedom to log into Puzzle and access the startup metrics they need to run a business, while their bookkeeper validates and finalizes the more formalize financial reports.

Powering The Next Generation Of Founders And Their Finance Teams

Discover seamless collaboration and enhanced productivity tailored to meet the needs of every member of your team, crafted to optimize your workflow.

1K+

Ambitious Startups

$18B+

Transactions Categorized

Everything you need to power your firm

Time Saving Tech

Higher Accuracy. Less Effort.

Transform the bookkeeping experience for you and your clients with a host of features designed to improve accuracy at a fraction of the time.

Time saving tech.
Up to 80% automated vs. Quickbooks.
Accrual Automation
Save to Automate years of journal entries in a few clicks.
Accrual Automation

Do accruals in your accounting Software.

Stop maintaining  accruals in error prone spreadsheets.  Our accrual automation handles revenue recogntiion, prepaids, fixed assets, change a date easily, all while managing cash books simultaneously.

Dedicated client success

Concierge support for your firm

We know learning new software can be hard.  So we are here to help you at every step of the way, from automation to AI to real live human CPAs and bookkeepers.

The support you need, when and where you need it.
More clients.
Less effort
High quality leads

Grow your practice with curated, high-value client introductions

New clients come to Puzzle for accounting and bookkeeping and want an expert that is suited for their stage and needs.

Puzzle completes your firm’s
modern financial stack

It’s intuitive and works right out of the box with direct APIs to Stripe, Gusto, Rippling, Brex, Ramp, Mercury, and via Plaid for other major banks and card issuers. Puzzle works best with newly formed, US startups using our native integrations.

Customers ❤️ Love Puzzle

2.k+

Ambitious Startups

$20B+

Transactions Auto-categorized
How Burkland cut 25% from month-end close with Ramp and Puzzle
“Save time and get your reconciled Stripe revenue in real-time”
How Mercury’s Statement API Simplifies Accounting For Founders
How Burkland cut 25% from month-end close with Ramp and Puzzle
How 99% of Brex credit card transactions are auto-categorized in Puzzle

Ready to get started?
Here’s how it works

Schedule an Intro
Step 1

Meet With the Puzzle team

New clients come to Puzzle for accounting and bookkeeping and want an expert that is suited for their stage and needs.

Step 2

Easily onboard new clients. We are here to help

Our client success team will train you and your team, and safely migrate your client information to Puzzle so you can seamlessly run your practice from day one.

Step 3

Watch your business scale and customer satisfaction skyrocket

Offer new bookeeping services to existing clients, connect with new clients, and grow your practice with a better client experience.

Schedule an Intro