Puzzle is a modern accounting solution that integrates seamlessly with your favorite tools, automates tedious tasks, and helps you close your books faster — empowering real-time, informed decisions.
Get Started For FreePuzzle provides a faster path to accurate financial statements by combining software, design, machine learning, and LLMs trained for accounting precision. This approach reduces much of the repetitive work traditionally done by humans. Additionally, we offer several key benefits:
No, Puzzle automates 80-95% of the repetitive tasks typically handled by your bookkeeper. However, it doesn’t eliminate the need for a professional to review your books before submission to the IRS, investors, or other trusted partners.
Our guided bookkeeping experience helps tackle the “day one” challenge of getting started. Puzzle collects and organizes your financial information, making it easier (and more cost-effective) when you bring in an accountant or bookkeeper for tasks like taxes, fundraising, or M&A.
Accounting at its core is a summary report, of historical data, in accordance with a complicated set of logic called the “generally accepted accounting principles,” or GAAP. GAAP alters dates, amounts and categories in a specific way that removes a view of actual cash, making it hard to understand the reality of your business. With Puzzle you get multiple, real-time views of your business:
No, Puzzle automates 80-95% of the repetitive tasks performed by your bookkeeper. However, it doesn’t eliminate the need for a professional to review your books before submitting them to the IRS, investors, or other trusted partners.
Our guided bookkeeping experience addresses the “day one” challenge of inaction by providing a solution that collects and organizes your financial information. This makes it easier (and more affordable) when you eventually hire an accountant or bookkeeper for taxes, fundraising, or M&A.
Starting from the day you incorporate, you need to file taxes. Traditional accounting software, developed decades ago, merely replicated paper processes online, missing out on internet-driven enhancements that boost accuracy and reduce manual work.
Puzzle provides accurate real-time data and has a robust network of experienced tax experts.
If you are a Delaware C-Corp, the most important tax deadlines are:
Feel confident as you go into fundraising by knowing your numbers and understanding the key drivers of your business. We give you real-time access to the financial statements and metrics needed for due diligence, with a network of on-demand experts available anytime.
These solutions, sometimes called “subledgers,” provide transaction data and occasionally offer accounting automation for integration with accounting software. However, they do not generate the financial statements needed for tax compliance, reporting, and decision-making. This function requires a “general ledger,” which is the backbone of your financial statements. Puzzle ingests data from these systems into our general ledger to create the specific reports necessary for taxes, compliance, and fundraising.
Yes! Here are two recommended options:
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 combines a smart general ledger and real-time data platform into one powerful solution. Here’s what makes it unique:
This approach allows you to maximize efficiency and maintain clean, accurate books in real-time.
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)
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:
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.