I’m a founder. Which plan is best for my company?

If your company is in its early stages, not generating revenue yet, and has less than $5,000 in monthly expenses, the Accounting basics plan would be a great place for you to start. If you find yourself wanting access to the features not available on these plans, you can upgrade at any time. If your company generates revenue and/or has more than $10,000 in monthly expenses, the Accounting plus Insights plan would be the right fit for you. If your company uses accrual accounting, we recommend the Accounting plus Advanced Automation plan. This plan is also great for companies with more complex needs who want to take advantage of live support. Still not sure? Book a call with us: https://meetings.hubspot.com/alexey2/onboarding-puzzle-walkthrough?uuid=7cfe8f3b-0073-43b1-87df-eec37f080360

I’m a bookkeeper or accountant. Which plan should I choose?

If you or your clients need to do Stripe reconciliations, we highly recommend the Accounting plus Advanced Automation plan. If you need custom reports, then the Accounting plus Scale plan would support your needs. If your client’s needs are less complex and you do not need accrual accounting for them, you could begin with the Accounting plus Insights plan.

What is included in the 14-day trial?

When you create an account with Puzzle, you’ll get placed on a free 14-day trial of our premium plan, Accounting plus Scale. This plan unlocks all the features available, so you can explore what is relevant to the needs of your company. No credit card information is needed to start your trial.

What happens after my trial ends?

Once your trial ends, you will be placed on the free Accounting basics plan at no cost to you. Your data from the trial will be saved. If you decide that you want to take advantage of the other features we offer, you can upgrade at any time.

Do you do bookkeeping and accounting?

While Puzzle does not directly provide these services, we have a trusted network of accounting service and bookkeeping firm partners that we can pair you with based on your needs. These partners specialize in various areas, including startup accounting, monthly bookkeeping, tax filing, and all-in-one solutions.

Will you file my taxes for me?

While Puzzle will not file taxes for you, we offer a tax package (available from the Basic plan) that you can download and submit through your preferred method to file taxes. Otherwise, you can leverage Puzzle’s trusted network of accounting service and bookkeeping firm partners.

Do you support multi-currency?

We do not support non-U.S. bank accounts at this time. However, if your transactions flow through to Brex, Mercury, or a U.S. bank account that converts the foreign currency into USD, we are able to support you in this case.

The Next Generation Accounting Firm.

Q: What is my firm's potential ROI from adopting AI?

Firms can plug key metrics into the ROI calculator, such as number of clients, average revenue per client, and staff costs, to generate a customized estimate of potential revenue gains and margin improvements from adopting Puzzle's AI-native platform.

Q: How can AI change the economics and operating model of a firm?

AI shifts a firm's operating model from linear, where hiring scales revenue, to leveraged. By automating manual cleanup and reconciliation work, firms can increase gross margins from the industry average of 20–30% to 50–60% or more. Reclaimed capacity allows firms to support 30–40% client growth without a corresponding increase in headcount.

Q: What is the ideal breakdown of labor between AI and accountants?

Puzzle’s AI-native platform offloads high-volume, repetitive tasks such as data entry and reconciliation to AI. Accountants review automated work, interpret financial context, and focus on providing high-value advisory services.

AI-Powered. Human-Led.

Move beyond compliance and become the strategic advisor your clients need. Close faster, stay defensible, and build the future of your firm with Governed Automation.

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The Manifesto

AI accelerates output.

Accountability scales firms.

The risk is speed without accuracy.

The risk isn’t AI replacing accountants.

Automation without oversight.

It is liability with a dashboard.

Modern firms don’t remove the accountant from the loop. They strengthen the loop.

Read full Manifesto

Join Next Generation Firms Partnering With Puzzle

Learn How to Adopt AI

Without Losing Judgment, Margin, or Client Trust

Close faster without cutting corners

Turn saved time into advisory revenue

Scale without adding headcount

Why judgment is the real product

Get Your Free Playbook

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.

Firm Impact Calculator

Your Inputs

Number of senior accountants

Average hourly cost

% of time on data entry, validation & reconciliation

50%

0% 100%

% reduction in routine work hours

% of reclaimed hours → advisory

% of reclaimed hours → other/current work

Avg annual revenue per advisory FTE ($)

Revenue/accountant/hr - advisory ($)

Revenue/accountant/hr - other/current work ($)

Time Reclaimed

3,200

hours/year

Equivalent to 2.00 FTEs

Total Annual Revenue Impact

$528,000

Advisory Revenue

$432,000

From high-value advisory services

2,400 hours at $180/hr

Additional Client Revenue

$96,000

From expanded current services

800 hours at $120/hr

Unlock Your Full Revenue Impact

Enter your information to see:

Total annual revenue potential

Advisory services revenue breakdown

Additional client revenue opportunity

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Calculations assume 1,600 billable hours per accountant annually. Reclaimed time is split between high-value advisory services and additional current client work. Results are estimates based on industry averages.

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Case Study: Inside a Modern Firm Workflow

How Attivo Partners Shifted from Processing to Advising with Brex and Puzzle

80% of transactions auto-categorized with Puzzle bots

86.9% accuracy reached in recent months

From 100% manual review to exception-based oversight

John Truong,

Head of Technology and Innovation, Attivo Partners

It's really allowing us to shift from being a transaction processing mentality to being strategic oversight. We're replacing time spent on transaction categorization with actually advising our clients and interpreting the financials.

Read full case study

Featured Insights

How AI is reshaping firm economics and talent allocation.

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.

Read full article

How AI-Ready Is Your Firm? Take a 2-minute Quiz.

Are you compressing repetition

or defending it?

Seven questions.

Instant clarity.

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FAQs

What is Governed Automation for accounting firms?

Governed Automation is Puzzle's framework for AI adoption that keeps accountants at the helm. AI-Powered, Human-Led. Firms that run on Puzzle automate up to 98% of manual tasks while all automated actions are traceable, reviewable, and auditable. Offloading low-level tasks, teams are able to focus on advising their client, while maintaining final approvals and accountability.

What is my firm's potential ROI from adopting AI?

Plug your firm's key metrics into the ROI calculator, such as the number of clients, average revenue per client, and staff costs, to generate a customized estimate of the potential revenue gains and margin improvements from adopting Puzzle's AI-native platform.

How can AI change the economics and operating model of a firm?

AI shifts a firm's operating model from linear, where you need to hire in order to grow, to leveraged. Since AI automates a significant portion of manual cleanup and reconciliation work, teams can increase their gross margins from the industry average of 20–30% to 50–60% or more. This reclaimed capacity allows a firm to support 30–40% client growth without a corresponding increase in headcount.

What is the ideal breakdown of labor between AI and accountants?

Puzzle’s AI-native platform helps firms offload high-volume, repetitive tasks like data entry and reconciliation. Accountants get to review automated work, interpret the story behind the numbers, and focus on providing high-value advisory services.