50% faster month-end close — or your money back

Puzzle customers who fully onboard and connect supported integrations can reduce the time required to complete their monthly close by 50% or more compared to QuickBooks or similar general ledger software. If you do not experience at least a 50% reduction in your month-end close time within your first 60 days, we will refund your Puzzle subscription fees.

Guarantee eligibility requirements:

To qualify, customers must:

• Complete Puzzle onboarding and setup call within 7 days of subscription start

• Connect all primary financial data sources using supported live API integrations, including bank accounts, credit cards, payroll, invoicing, and payment processors

• Use Puzzle as the primary general ledger for at least one full monthly close cycle

• Categorize transactions, reconcile all connected accounts, and use Puzzle’s tranaction, vendor AI Month-End Close Accuracy reviews

• For single-entity accounting structures only

• Not rely on CSV uploads, PDF uploads, or unsupported integrations

Measurement of time savings

Month-end close time is defined as the total time required to categorize transactions, reconcile accounts, and complete the accuracy review necessary to finalize financial statements. Time savings are measured based on customer-reported comparisons between their prior general ledger software and Puzzle.

Refund terms

If you do not experience at least a 50% reduction in month-end close time in your second month close, you may request a refund of your Puzzle subscription fees within 30 days (up to 90 days from original subscription date). Refunds apply only to Puzzle subscription fees and exclude third-party fees, implementation fees, taxes, and pass-through costs.

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auto-categorization
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Insights: Cash, Burn, Runway, Margin & more
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Variance analysis
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Advanced reporting
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WHY MOST TEAMS CHOOSE COMPLETE

Close your books 50% faster —
or your money back.
Complete automates the tedious parts — with 98% accuracy — so your team and your accountant can focus on what matters.
50% faster, guaranteed
Save 5+ hours every month
Enhanced AI categorization and automated accuracy review mean less manual work, more confidence in your numbers
Approve transactions from your inbox
Categorize and review without logging in. Your books stay current while you run your business
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7,000+ accounting firms and startups trust Puzzle.

“Puzzle gives us instant clarity on our finances so we can move faster. It’s the first accounting platform that actually matches the pace of an AI company.”

Ajith Govind, Founder
Cactus

“Puzzle has made our life so much simpler on the accounting front! That translates into 3 hours/month that we've saved using Puzzle.”

Alex Poe, Founder
Chambr

“When we first logged into Puzzle, we instantly knew why it was built for people like us. The product is delightful and that is not easy to achieve in an accounting system!”

George Matelich, Founder
Rely

AI chat and agents,  fully under your control.

Get insights or build workflow with credits. Credits are used when you ask AI for something, or you ask an agent to take an action on your behalf.  Each action uses 1 credit.

Categorization agents

AI and rules will never get you to 100%.  But with categorization agents, you can get up to 98% “no touch” categorizations.

Insights agents

Generates financial narrative, cash runway models, and advisory-ready reports on demand.

Close agents

Runs your month-end close steps: reconciliations, accuracy checks, and variance explanations.  AI experts available to help you set it up for your agents.

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