Modernize your accounting firm with Puzzle
Improve your client experience with software that saves time, improves accuracy, and delivers actionable insights—all while improving your bottom line.
Why partner with Puzzle?
Puzzle works with you to reimagine how you deliver value to your clients, today and through the AI transformation.
Deliver actionable insights faster with AI
More clients with less effort
Get a true technology partner
Confidence with one client, or hundreds
Don’t take it from us—hear from our customers
Sync seamlessly with your financial tools
Puzzle integrates effortlessly with the tools you and your clients already use. Our system typically pulls data for real-time accounting, rather than waiting for data to be pushed to us on a batch process.
Maximize profitability through automation
Get automation from ingestion to categorization to reconciliation to accruals to accuracy reviews, enabling you to close faster and drive operational efficiency, with settings that are in your control.
Lead the way with a real technology partner
Be part of redefining the accounting practice by adopting Puzzle’s advanced AI-powered ledger. Collaborate with a technology partner focused on your long-term success, not competing with you.
Expand your practice with new clients
Join Puzzle’s accounting directory and gain referrals from startups and growing businesses, while at the same time starting the transition from accounting to advisory with financial insights.
Access dedicated partner success team
Get priority support for your team and your clients, and access white-glove onboarding and training from peer CPAs and bookkeepers.
Unlock growth and exclusive rewards with Puzzle
Partnering with Puzzle is an investment in your firm’s future. Explore referral opportunities, exclusive co-marketing initiatives, and other complementary programs - all designed to support your business.
