Scale your firm without scaling headcount.
AI agents draft categorization, reconciliation, and close. Your accountants design every outcome.





AI drafts categorization, reconciliation, and revenue recognition. You review exceptions, not every transaction.
Native integrations sync transactions from Stripe, Brex, Ramp, Mercury, and Gusto. Data comes in clean. Nothing to fix later.
Every entry is reviewed before posting and fully traceable. Same inputs. Same outputs. Every time.
Take on more clients with the same team. Spend less time on cleanup, more on advisory.
You define the outcome. AI executes it. Same inputs. Same outputs. Every time.

Uses AI to automate categorization, reconciliation, and revenue recognition.

Continuous accounting keeps books current—no month-end waiting.

Works seamlessly with Stripe, Mercury, Ramp, Brex, and Gusto.

Describe your close workflow in plain language. Agents execute, you approve.

Real-time burn, runway, ARR/MRR metrics that clients can access anytime.

White-glove support and free migrations with 100% data accuracy.

AI Close changes what it means to run an accounting firm.
The first agent builder and general ledger in a single solution, under your control.
Describe your workflow in plain language.
AI Close converts it into explicit, runnable steps. Same inputs, same outputs, every time.
You approve. The agent executes. Full audit trail attached.
automated transaction processing
Accountalent
faster month-end close, 2x faster categorization
Burkland
faster month-end close process
Trivium
faster bank reconciliations: from 2 hours to 5 minutes
Trivium
Unlike QuickBooks, Puzzle will never compete for your clients — guaranteed.
I flew to San Francisco and met the actual development team. These are people building the software. On what Earth could I do that with QuickBooks?

QuickBooks was built for business owners, not accounting firms. It competes directly with your firm for clients through QuickBooks Live. Puzzle is built specifically for accounting firms, with AI agents that automate categorization, reconciliation, and close inside the ledger, and a partnership model that guarantees we will never compete for your clients.
No, and this is by design. Unlike QuickBooks, which offers its own bookkeeping and accounting services that directly compete with accounting firms, Puzzle is built exclusively to support firms and their clients. We will never offer competing services to your clients.
Yes. Puzzle provides white-glove migration support with 100% data accuracy. A dedicated success manager handles the process end-to-end. Most firms are live within one week.
Firms using Puzzle report 98% automated transaction processing, 25% faster month-end close and 2x faster categorization, and 50% faster close with bank reconciliations cut from 2 hours to 5 minutes.



Join the 7,000+ companies and firms using Puzzle to keep books accurate, up to date, and fast to close.