Puzzle

Description

Puzzle is an AI-powered accounting software that automates bookkeeping for startups and accounting firms. It provides real-time financial insights, allowing users to stay updated on their financial position without the delays associated with traditional accounting methods. With Puzzle, businesses can expect an automated month-end close, accrual automation, revenue recognition, invoicing, and both cash and accrual accounting capabilities.

The software integrates seamlessly with popular financial tools such as Stripe, Brex, Gusto, Mercury, and Ramp, ensuring that data remains clean and accurate at the source. This eliminates the need for manual imports and syncing, allowing users to focus on their core business activities rather than bookkeeping tasks. Puzzle's AI agents draft categorization and reconciliation, which accountants can then review and approve, ensuring accuracy while saving time.

Puzzle is designed for both accounting firms and startups. For accounting firms, it enables scaling without increasing headcount, allowing firms to manage more clients with the same team. Startups benefit from daily insights into their cash flow and financial status, closing their books in days rather than weeks. The platform is built for the modern financial stack, providing continuous updates on cash, burn rate, runway, and revenue recognition.

Onboarding with Puzzle is straightforward, involving connecting financial accounts and mapping the chart of accounts. Users can import their history from QuickBooks and start seeing results immediately. With a focus on customer trust, Puzzle prioritizes data security and privacy, ensuring that users can manage their finances with confidence. Join the 7,000+ companies and firms that trust Puzzle to keep their books accurate, up-to-date, and fast to close.

Puzzle's Core Features

• AI-powered bookkeeping automation

• Real-time financial insights

• Automated month-end close

• Accrual automation

• Revenue recognition

• Invoicing

• Cash and accrual accounting

• Burn rate and runway tracking

• QuickBooks import

• Seamless integrations with Stripe, Brex, Gusto, Mercury, Ramp

How to use Puzzle?

1. 1

   Connect financial accounts: Link your bank and finance tools to Puzzle.

2. 2

   Map your chart of accounts: Set up your accounting categories for accurate reporting.

3. 3

   Import historical data: Bring in your previous financial records from QuickBooks.

4. 4

   Review AI-generated insights: Use the dashboard to monitor real-time financial metrics.

5. 5

   Approve categorizations: Review and approve the automated categorizations by AI agents.

6. 6

   Generate reports: Create financial statements and insights with just a few clicks.

7. 7

   Close your books: Finalize your month-end close in days, not weeks.

Puzzle's Use Cases

• Startup Financial Management
• Accounting Firm Efficiency
• Cash Flow Monitoring
• Automated Month-End Close
• Accurate Financial Reporting

FAQ from Puzzle

• What is Puzzle?

  Puzzle is an AI-native accounting software that automates bookkeeping for startups and accounting firms.

• How does Puzzle automate bookkeeping?

  Puzzle uses AI agents to draft categorization and reconciliation, which accountants review and approve.

• What integrations does Puzzle offer?

  Puzzle integrates with Stripe, Brex, Gusto, Mercury, Ramp, and more.

• Can I import data from QuickBooks?

  Yes, Puzzle allows you to import your history from QuickBooks.

• How fast can I close my books with Puzzle?

  Users can close their books in days, not weeks.

• Is there a free trial available?

  Yes, you can start for free and explore Puzzle's features.

• What security measures does Puzzle have?

  Puzzle prioritizes data security and privacy, ensuring your information is protected.

• Who can benefit from using Puzzle?

  Startups and accounting firms looking for efficient and accurate bookkeeping solutions can benefit from Puzzle.