Puzzle

Puzzle is an AI-native accounting platform designed for accounting firms and startups. It automates repetitive bookkeeping tasks such as categorization, reconciliation, and month-end close preparation, aiming to give accountants and business owners hours back with books they can trust. The platform supports continuous updates, real-time financial insights, and exception-based review, allowing accountants to stay in control while focusing on advisory work. Puzzle is built for modern finance tools and high-transaction, high-growth clients, and offers features like AI Close, a custom agent builder for close workflows.

Key Features

• AI Close: An agent builder that lets accounting firms describe their close workflow, which Puzzle turns into a custom agent to draft reconciliations, flag variances, and prepare journal entries for review.
• Continuous Reconciliation: Books update continuously, reducing the need for manual reconciliation and enabling faster closes.
• Governed Automation: AI prepares work, but nothing posts to the ledger without accountant approval.
• Cash and Accrual Support: Supports both cash and accrual accounting from the same ledger.
• Real-time Burn and Runway: Calculates burn rate and runway in real time based on continuous transaction updates.

Who It’s For

• Accounting Firms: Scale without scaling headcount, manage multiple clients with separate ledgers, and improve margins.
• Startups and SMBs: Know numbers daily, track cash flow, and close books in days.

Use Cases

• Month-End Close: Reduce close time by up to 50%.
• Fundraising Preparation: Keep books ready for due diligence with real-time financial metrics.
• Client Advisory Services (CAS): Shift from production to advisory with continuously updated books.