Run the books yourself, or hand
them to an accountant.
Same platform underneath. Pick the software on its own, or add accounting services from Puzzle accountants or a vetted firm from Puzzle's partner network.
You close the books
AI does the categorizing, reconciling, and drafting. You review and approve.
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Puzzle accountants or a vetted partner firm close them for you
Accounting services run on top of your Puzzle subscription. Choose your software plan and your monthly expenses below.
Puzzle’s AI suite does the work. A bookkeeper reviews it and closes your books, every month. For straightforward companies that want closed books without paying for a full-time bookkeeper’s attention.
Expert Reviewed is designed for straightforward businesses that meet all of the following criteria.
Additional finance help when you need it
Available with an active Puzzle subscription.
One-off and project-based support
Project work with clear starting prices and scope.
Migration
We move your books into Puzzle from QuickBooks, Xero or another supported system. Charged once for each system.
R&D study
A vetted partner accounting firm prepares the study that claims it and hands your accountant everything they need to file. $500,000 of R&D spend costs $7,500.
Catch-up bookkeeping
We review, clean up and close every month you never finished. Eleven months behind is $3,300.
Tax filing
A vetted partner accounting firm prepares and files your tax return, plus $250 for each state you file in.
Budget & operating plan
An annual budget and forecast built on your Puzzle actuals, ready for your board.
Fundraise readiness
Financial model, data room financials and support through investor diligence.
Senior finance help, month after month
Ongoing expertise that works from your live Puzzle books and supports your business as it grows.
Fractional CFO
A strategic finance partner for the CEO. Your CFO works from your live Puzzle numbers to assess the company’s financial health, build your financial model, plan cash and runway, and lead fundraising prep.
Includes 8 hours per month.
Book a demo →Controller
A hands-on finance lead for your books. Your controller reviews the monthly close, owns accruals and accounting policies, and keeps your financials accurate, audit-ready and ready to share with investors.
Includes 8 hours per month.
Book a demo →A controller ensures your numbers are accurate. A CFO helps you decide what to do with them.
Puzzle CFO Services is a product offering from Puzzle.io Inc. We do not provide any full-time or part-time corporate officers.
13-Week cash flow forecast
A rolling 13-week view of cash in and cash out, updated every month from your live Puzzle data, so you see a crunch before it happens.
Payroll & people ops
We run payroll for you, plus onboarding and offboarding. Upgrade to Full HR at $99 per employee per month and your team’s HR questions get answered too.
5 employee minimum: $245 per month, or $495 per month with Full HR.
Book a demo →Sales tax
We register you, file your returns, and track deadlines in every state where you owe.
3 states = $447 per month.
Book a demo →10,000+ companies trust Puzzle.
Real-time books. Automated workflows. Total clarity.
Puzzle's AI-powered platform closes your books continuously — not once a month when it's too late.
From pre-seed to Series B, our services scale with your stage, cap table complexity, and investor expectations.
Clean, auditable financials ready to share with VCs, board members, or your accounting firm at any time.
Ready to see your finances in real-time?
Join 10,000+ companies that trust Puzzle to keep their books clean, their investors happy, and their team focused.