Start 2026 Strong: How One Firm Saved 3–4 Hours Per Client Every Month

January is one of the only moments all year when accounting firms have room to make real change.

Year end is done.

Tax season hasn’t fully hit.

And the pain from cleanup, manual review, and slow closes is still fresh.

Accountalent, a 25-year accounting firm serving thousands of startups, realized that even with automation rules in QuickBooks, 85% of transactions still required manual review.

After switching to Puzzle:

  • 98% of transactions automated
  • 3–4 hours saved per client per month
  • 40 new clients added without hiring
  • Experience AI accuracy reviews to close your books with confidence

They used January to pilot change, prove the impact, and go into tax season stronger.

Download the case study to learn more.

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