Accounting that operates as fast as your startup.

No! Founders still need (and value!) experts like you for advice and assurance. Puzzle automates many rote, tedious tasks so you can focus on high-value work. While the system generates draft financials, it lets you focus on exceptions, errors, and an amazing month end review with your clients focused on insights and analysis to improve their business.

Puzzle built a smart general ledger and real-time data platform in a single solution. Some new capabilities are:

• We automating repetitive tasks such as categorization, reconciliations, auto-detection of potential issues.
• Accrual automation across accounts payable, accounts receivable, fixes assets, prepaids
• Revenue recongnition and ARR/MRR calculations
• Collaboration - tag founders on transactions and get automatically subscribed to their responses
• Smart monthly checklist, helping you focus your time on highest value work
• Financials and reconciliations drafted for you, with an indicator when they are in draft or final state or out of balance.
• Maintained integrations means less time reconnected or copying and pasting data
• Learning Categorization - The more you categorize, the better Puzzle becomes at automatically categorizing future transactions.

Yes, through a read-only login Puzzle will import your clients historical financial statements, and trial balance from QuickBooks so you don't start from scratch. We can also help map accounts to a new chart of accounts if needed.  This will allow you to retain your historical financial records in Quickbooks format and have comparative financials in Puzzle while cancelling your Quickbooks account (they retain your financials)

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note: Currently while the setup and integration just takes minutes, we do the work for you behind the scenes which takes a few hours. We will share the results with you in a few days, depending on volume of requests. We plan to build a self-serve user experience so you can do this yourself in 2024.

Beyond accounting, Puzzle provides variance analysis, metrics on cash runway and burn rate, breakdowns of expenses by type and vendor, and reporting by customer and product line for SaaS companies. This empowers you to provide more strategic advice.

While every case is different, we see two key outcomes from moving from Quickbooks to Puzzle with your clients:

• You can manage more clients at a higher margin, even if you reduce your fees
• Deliver a better client experience with faster more accurate books, plus key insights.

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By having both automation and insights in a single solution, you're able to focus on more advisory work rather than data entry, delivering a better client experience at a lower cost, higher margin, with more satisfying work.