Build a better business.
Be a better leader.
It’s no longer enough for founders to build great products, they need to build great businesses too. Puzzle helps ambitious founders grow faster, spend smarter, and impress investors.
“I scaled my last company to $100M+ ARR and raised about $1B of capital. I’ve made just about every mistake you can think of as a founder.”
“Puzzle is the tool that supercharged our ability to navigate our financials as an early-stage startup.”
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“Puzzle easily saved us $10-20K getting our books organized and taxes filed for the first time so we could close our seed round.”
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“We quit using Freshbooks and QuickBooks for Puzzle. It’s simply a fundamentally better product.”
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“Puzzle generated my financial statements and insights in 14 clicks. It literally took 2 minutes. My mind was blown compared to QuickBooks.”
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“At our startup stage, transparent and understandable accounting is critical. Puzzle is perfect for this.”
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Puzzle helps you...
Puzzle helps you...
Make better business decisions
Access built-in budgeting tools and real-time financials
See real-time cash flow, burn rates, and runway projections to make smart, data-driven decisions.
DIY setup with step-by-step guidance
Our guided setup saves you money right away, while our automation and AI empower bookkeepers to work faster and more accurately than ever.
Fundraising and Investor Reporting
Be fundraising-ready anytime
Quickly impress investors with instant, accurate financials and key metrics like burn rate, runway, and ARR/MRR.
Stay compliant
Stress-free tax compliance to avoid penalties
Puzzle’s AI checks ensure you're always compliant and audit-ready, giving you peace of mind all year round.
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Save time
Save hours with automation and build a stronger business
Puzzle's automation and AI tools ensures accuracy and handle repetitive tasks so you can focus on growing your business.
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Seamless collaboration with an existing bookkeeper
Intuitive interface enables fast and risk-free onboarding.
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Get your financials on the 1st of the month
No more month-long waits for your bookkeeper's reports.
Auto-generated financials and reconciliations
Puzzle automatically generates financial statements, accrual schedules, and reconciliations, freeing you to focus on anomalies.
Case Studies
Faster, More Accurate Categorization
“Puzzle really leverages AI, automation, and Ramp integrations to help us as accountants code transactions faster, reconcile accounts more easily, and then in the long run, provide accurate and detailed reports as well as dashboards to our clients”
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Effortless Revenue Recognition
“Save time and get your Stripe revenue automatically reconciled in real-time”
Automated Revenue Recognition features for startups using Stripe for subscription billing. This breakthrough makes tricky calculations like accrued revenue, deferred revenue, MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), etc., super easy to access with just a single click, saving you from the hours previously spent updating spreadsheets.
Automated Cash Reconciliation
Simply put, performing a bank reconciliation is a month-end close process that ensures your company's cash records match your bank statements and bank transactions. It was a painstaking task. Not anymore.
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AngelList Stack + Accounting
“Now with Puzzle you can retrieve your latest startup metrics and add them to your investor update instantly.”
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Auto-categorization
“How 99% of Brex credit card transactions are auto-categorized in Puzzle”
The Brex-Puzzle integration ensures data is synced faster and with more accuracy. This enables business owners the freedom to log into Puzzle and access the startup metrics they need to run a business, while their bookkeeper validates and finalizes the more formalize financial reports.
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Speed up the close process.
Take on more clients.
Deliver faster, more accurate books to your clients with easy-to-use, AI-powered tools that automate accounting on your terms.
“Puzzle is the future of accounting software.”
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"Puzzle’s integration with Mercury’s APIs overall has significantly streamlined our approach to month-end close."
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“Not only is my job easier, but my client can see accurate, mission-critical metrics in real-time.”
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“Great product. Very easy to setup and great support.”
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“The accounting software I always dreamed of is a reality. More automations and less manual work for faster closes.”
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“Puzzle is amazing.”
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“Puzzle is making accountants' lives easier - evolving accounting from siloed data towards real-time data.”
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Puzzle helps you...
The Puzzle Difference
Save time and get more done
Fixed asset, deferred revenue, and prepaid automation
Say no to spreadsheets. Create depreciation or amortization schedules and policies with one click, review the schedule, make and edits, and let the software do the rest.
Tag clients for uncategorized transactions
No more waiting until month end to wonder what that transaction is. Look at the receipt, let AI take a guess (optional) and if you still don’t know, request documentation or notes from your clients. We will subscribe you to the transaction and notify you when they respond with a system suggested category.
Auto-drafted bank reconciliations
Since our APIs pull bank balances along with transactions, we automatically draft your statements and detect if they are reconciled or not. Upload statements for even greater confidence.
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Built native to Stripe
We worked closely with the Stripe team to translate billing and invoicing from transactions to revenue, across both cash and accruals, ARR/MRR, with corresponding revenue schedules automatically created and the associated journal entires posted each period, whether one transaction or a million.
More accurate books
Month end accuracy reviews
We took your month-end close checklist and added some checks and balances, highlighting the top detected errors, or potential errors. Save time and have a second set of eyes reviewing the books. Or in this case, code.
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AI categorizer (optional)
Don’t know what something is? Let AI take a guess, or explain what it is in natural language and let AI match it to a GL account.
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Auto-ingested receipts, invoices and bills.
If you use a modern stack, like Stripe, Ramp, Brex, Mercury, or Meow, we automatically ingest or link receipts, bills and invoices, and “magic match” them when the payment is complete. If you use other providers you can easily upload anytime.
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Better client experience
Insights and variance reports
Financial statements are only one view of the business. Aside from delivering cash and accrual books, get key financial metrics like burn, ARR and runway, get a cash activity report, variance analysis and our Spotlight tool to track significant changes.
Dual cash and accrual books
Cash & accrual books, together at last
We created a new data model that creates simultaneous cash and accrual books. Your clients care about cash, but the IRS and investors care about accruals. Now you get both.
We created a new data model that creates simultaneous cash and accrual books. Your clients care about cash, but the IRS and investors care about accruals. Now you get both.
Training and support for your team
While most bookkeepers can learn our system in about an hour, we understand new software can be overwhelming at first. We created an online training video series, and are happy to help you close your first month with one of our team, and create a dedicated slack channel or office hours with your team. We are here to support you.
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Easy Quickbooks transfer
We got you. Either give us read-only access or authorize this during onboarding. We will ingest a read-only copy of your GL, trial balance and key reports, and work with you to get your client setup.
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Case Studies
Faster, More Accurate Categorization
“Puzzle really leverages AI, automation, and Ramp integrations to help us as accountants code transactions faster, reconcile accounts more easily, and then in the long run, provide accurate and detailed reports as well as dashboards to our clients”
2+ days saved
on client communications
2x faster
faster spend categorization
Time saver:
Puzzle and Stripe will handle complex revenue calculations.
ARR/MRR at a glance:
Access crucial figures and automatically track customer retention and churn.
Effortless Revenue Recognition
“Save time and get your Stripe revenue automatically reconciled in real-time”
Automated Revenue Recognition features for startups using Stripe for subscription billing. This breakthrough makes tricky calculations like accrued revenue, deferred revenue, MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), etc., super easy to access with just a single click, saving you from the hours previously spent updating spreadsheets.
Automated Cash Reconciliation
Simply put, performing a bank reconciliation is a month-end close process that ensures your company's cash records match your bank statements and bank transactions. It was a painstaking task. Not anymore.
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50%
time saved in the month-end close process
100%
auto-populated and ready-for-review reconciliations without any additional uploads or toggling between services
Embedded accounting
Real-time startup metrics
AngelList Stack + Accounting
“Now with Puzzle you can retrieve your latest startup metrics and add them to your investor update instantly.”
Auto-categorization
“How 99% of Brex credit card transactions are auto-categorized in Puzzle”
The Brex-Puzzle integration ensures data is synced faster and with more accuracy. This enables business owners the freedom to log into Puzzle and access the startup metrics they need to run a business, while their bookkeeper validates and finalizes the more formalize financial reports.
Reliable and accurate insights with 99% auto-categorization
The easiest banking-spend-accounting workflow
Case Studies
Faster, More Accurate Categorization
“Puzzle really leverages AI, automation, and Ramp integrations to help us as accountants code transactions faster, reconcile accounts more easily, and then in the long run, provide accurate and detailed reports as well as dashboards to our clients”
Effortless Revenue Recognition
“Save time and get your Stripe revenue automatically reconciled in real-time”
Automated Revenue Recognition features for startups using Stripe for subscription billing. This breakthrough makes tricky calculations like accrued revenue, deferred revenue, MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), etc., super easy to access with just a single click, saving you from the hours previously spent updating spreadsheets.
Automated Cash Reconciliation
Simply put, performing a bank reconciliation is a month-end close process that ensures your company's cash records match your bank statements and bank transactions. It was a painstaking task. Not anymore.
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AngelList Stack + Accounting
“Now with Puzzle you can retrieve your latest startup metrics and add them to your investor update instantly.”
Auto-categorization
“How 99% of Brex credit card transactions are auto-categorized in Puzzle”
The Brex-Puzzle integration ensures data is synced faster and with more accuracy. This enables business owners the freedom to log into Puzzle and access the startup metrics they need to run a business, while their bookkeeper validates and finalizes the more formalize financial reports.
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