Smarter accounting for fundraising and taxes
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How to Streamline Your Finances with Puzzle
Sign up for Puzzle
Instantly get financials and key metrics like burn and runway.
Get 50% off for 6 months.
Enter the code MERCURY506 at checkout for 50% off for 6 Months our Starter Plan for 6 months
Take control of your finances
Experience the power of Puzzle. Tell your company's financial story.
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Grow with confidence at every stage
Be tax compliant with confidence
Save your time for more valuable efforts. Puzzlebot, our intelligent accounting assistant, auto-categorizes up to 90% of your financial transactions, so you don't have to.
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Access real-time financial reports to drive strategic growth and be prepared for fundraising. Download and share real-time reports for your board, investors, and stakeholders at all times.
Unlock free founder support and connect with CPAs in the platform to receive professional guidance. Gain access our network of professional bookkeepers and tax accountants, specialized just for startups.
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Make strategic decisions with real-time insights
Gain instant insights into your business as soon as you sign up, allowing you to make timely and data-driven decisions. Financial metrics like Cash, Net Burn, Runway, ARR, and MRR, are always up to date.
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See trends and patterns that demand attention. Spotlight identifies new vendors, in yellow, and shows all significant changes, in purple. Uncover areas for savings and growth opportunities.
Access easy-to-understand spend insights to make data-informed decisions. Analyze spend over time by category and vendor, and review top purchases.
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Reclaim your time for higher-value tasks
Stop context switching between tools to get what you need. Improve collaboration and communication by assigning transactions to others for documentation and review requests, all within Puzzle. Reduce multiple requests for data as users can see key metrics themselves.
Take your efficiency to the next level with features like Ask AI, AI Categorizer, auto-drafted reconciliations, completeness checks, and even auto-accruals, based on a cash transaction.
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Take advantage of Puzzle’s seamless and reliable data conversion service without lifting a finger. Transfer data from QBO, Xero, Excel, or other accounting systems to Puzzle without extra work on your end.
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Reclaim your time for higher-value tasks
Stop context switching between tools to get what you need. Improve collaboration and communication by assigning transactions to others for documentation and review requests, all within Puzzle. Reduce multiple requests for data as users can see key metrics themselves.
Take your efficiency to the next level with features like Ask AI, AI Categorizer, auto-drafted reconciliations, completeness checks, and even auto-accruals, based on a cash transaction.
Take advantage of Puzzle’s seamless and reliable data conversion service without lifting a finger. Transfer data from QBO, Xero, Excel, or other accounting systems to Puzzle without extra work on your end.
Confidence now to make the right decisions later.
Gain instant insights into your business as soon as you sign up. Make timely and data-driven decisions with instant metrics like Cash, Burn, and Runway.
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Quickly see trends and patterns that need attention. Spotlight identifies new vendors and significant changes. Dive into analytics to uncover areas for savings and growth.
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Access easy-to-understand spend insights to make data-informed decisions. Analyze spend over time by category and vendor, and review top purchases.
Focus on your business. Leave the accounting to us.
Save your time for more valuable efforts. Puzzlebot, our intelligent accounting assistant, auto-categorizes 90-95% of your transactions, so you don't have to.
Our AI-powered workflows allow you to respond to review requests in plain English via email or in-app. AI interprets your reply and categorizes transactions based on the context provided.
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Our Monthly Checklist helps you stay on top of all critical tasks. Simplify your review with weekly emails on cash balances, cash activity, and completeness checks.
Be tax and investor-ready at all times.
Taxes can be stressful. Not with Puzzle. Easily stay ahead of tax deadlines and prepare for taxes with our 1-click Tax Package.
Access real-time financial reports to drive strategic growth and prepare for fundraising. Download and share reports for your board, investors, and stakeholders at any time.
Unlock free founder support and get professional guidance directly in Puzzle. Gain access to our network of professional bookkeepers and tax accountants that specialize in startups.
Reclaim time for strategic priorities
Improve communication and traceability. Assign transactions to others for review requests directly in Puzzle. Stop switching between tools to get what you need.
Take your efficiency to the next level with features like AI Lookup, AI Categorizer, auto-drafted reconciliations, completeness checks, and auto-accruals.
Take advantage of Puzzle’s reliable data conversion service without lifting a finger. Transfer data from QuickBooks (QBO) to Puzzle without extra work on your end.
Works like magic with the modern fintech stack
Puzzle seamlessly integrates with US startups using direct APIs to Stripe, Gusto, Rippling, Brex, Ramp, Mercury, and via Plaid for other major banks and card issuers.
FAQs
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Secure data that you control
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