Next generation firms run at AI speed.
AI Close is the first agent builder and general ledger in a single solution, under your control.
Trusted by forward-thinking accounting firms.
Accountants are the architects. AI is the engine.
The risk is not that AI is replacing accountants.
The risk is speed without accuracy.
The risk is automation without accountability.
It is a liability with a dashboard.
Remove the accountant from the loop and the work does not disappear.
The judgment does.
That judgment is not overhead.
It is the job.
Meet AI Close.
AI Close changes what it means to run an accounting firm.
Describe your workflow in plain language.
Create a close checklist, specify rules, approvals, required documents, and exception handling.
AI Close converts it into explicit, runnable steps. Same inputs, same outputs, every time.
Convert natural language into explicit, runnable steps. Surface missing inputs. Standardize logic.
→ Identify correct bank account
→ Check opening balance
→ identify all money-in transactions
→ identify all money out transactions...
You approve. The agent executes. Full audit trail attached.
Run, review, schedule, ignore.
It’s up to you.
Our AI Solutions are designed with accounting firms for accounting firms.
From 10 clients to 30. Same team.
Spend less time preparing the books and more time helping your clients build enduring companies
Without Agents
With Agents
The CPA Framework:
AI-powered automation
You design every workflow.
Permissioned
Nothing posts without your approval.
Aligned
AI executes your judgment. It doesn’t replace it.
Calculate Your Firm's ROI
See how much time and revenue your firm could unlock with Governed Automation. Adjust the inputs below to see your personalized results.
AI Transformation Resources
AI Playbook for Firms
The Next Generation Firm Playbook: How to Adopt AI in Accounting Without Losing Judgment, Margin, or Client Trust
What are AI Agents
What is an AI agent in accounting, and what does it mean for the way your firm works? Learn more here.
Case Study: Attivo Partners
How Attivo Partners Shifted from Processing to Advising with Brex and Puzzle
AI Isn’t Taking Accounting Jobs. It’s Exposing How Firms Use Time.
The risk isn’t replacement.
It’s misallocation.
When repetition compresses, judgment expands.
The question is whether your workflow is built for that shift.
How AI Ready Is Your Firm?
Are you compressing repetition
or defending it?
Seven questions.
Instant clarity.
FAQs
AI Close is the first agent builder built directly into the Puzzle General Ledger. It is designed specifically for accounting firms to automate the month-end close workflow by creating custom AI agents. These agents execute tasks according to your firm’s specific rules and processes. You describe the task, and the agent drafts the work for your review.
No coding is required. You build an agent by using natural language. Just describe the task as you would explain it to someone on your team. You define the workflow, the rules, the thresholds for review, and the approval process. AI Close converts your instructions into a custom agent that drafts the work for your review and approval.
AI Close is designed to handle standard month-end close steps. Examples of pre-built templates include: Bank Reconciliation, Reconciling Amex/Citibank cards, Reviewing Accruals, Uncategorized Transaction Review, and Variance Checks. You can also create custom agents to fit your firm’s unique workflows.
