Get Setup In Minutes, No Accounting Expertise Needed
We automate the onboarding so anyone can get setup for success in minutes, whether you are an accountant or founder. Thousands have gotten setup in minutes, and if you have any questions, we are here to help - phone, video, slack, email. We work how you work.
With Puzzle (4 Steps)
Without Puzzle (17 Steps)
Interview bookkeepers
Hire a bookkeeper
Sales call
Pay invoice
Sign up
“Onboarding, modifying, and reporting our data could not be easier. Puzzle built an excellent platform that brings understanding to our finances and accounting.”
Caitlin Curtis
Co-Founder at Violet Labs
Sign up
Sync integrations
“Puzzle is amazing. The initial signup and linking was super easy. The UI is intuitive and straightforward.”
Emily Fay
Co-Founder and CEO at Kronistic
Sync integrations
Set up accounts
Bookkeeper prepares draft books
Send emails of outstanding items
Founder reviews books for errors
Bookkeeper finishes books
Bookkeeper prepares insights
Founder wait another week for bookkeeper to respond
Real-time financials & insights
“Puzzle generated my financial statements and insights in 14 minutes. It literally took 2 minutes to setup. My mind was blown compared to Quickbooks.”
Trevor Lee
CEO and Cofounder of Genius Sheets
Founder calculates insights
Bookkeeper review (On-demand & optional)
“We built you a network of accounting and tax experts, and will match you to the best person for your needs and budget, whenever you want.”
Luke Frye
Head of Customer Success at Puzzle
How It Works
Step 1
Setup Your Company
Join silo’d data sources in a single financial data platform.
We ingest and validate into an immutable system for the highest accuracy.
Step 2
Our Software Generates Your Draft Financials
An event driven system, trained on strict accounting standards.
Results, generated with software and AI.
A smart review ensures the highest accuracy.
Step 3: Explore your financial picture
More Than Just Automated Accounting
Cash and accrual books, generated simultaneously.
Financial insights and metrics beyond accounting.
Key metrics, variance analysis and Spotlight tools, all built-in.
You Choose Your Level Of Automation
3 Options to Tax readiness
Turn on AI only when you want it
Designed to save you serious time
Today's Technology Is Shifting In Your Favor
“I hit profitability shortly after adopting Puzzle, despite broader VC market shifts.”
Artificial Intelligence Improves Speed And Accuracy
Accounting has two main concepts - “complete” and “accurate”. AI recently made major breakthroughs, recently passing the CPA exam, allowing you to now have complete and accurate books in a fraction of the time.