Puzzle

“The best accountants and bookkeeping services use Puzzle,”

“The inefficiencies in QuickBooks weren't just frustrating—they made it nearly impossible to scale a profitable bookkeeping business,”

“The simplicity and speed Puzzle offers have opened entirely new revenue streams for us.”

“Puzzle enabled us to launch bookkeeping as a profitable, high-margin service. We went from onboarding to delivering results within days—unheard of in traditional bookkeeping”

“Having a direct line of communication with Puzzle has been a game-changer. We've seen our feedback turn into real product improvements, and that level of responsiveness has been invaluable.”

“Puzzle is helping us reimagine how we deliver on our promise to clients.”

“It's an open template. You can build all kinds of agents and establish different rules. It's like NetSuite, but without paying for everything.”

“We're going to love having 50 clients we can use this on. That's part of the goal for us: to keep growing and adding more clients.”

“We were able to shave off between 25% and 30% of the work right off the bat. Across 15 clients, that saves us one to one and a half hours per client.”

“One person on our team built their own agent within AI Close, and it was very cool. It checks a ton of things for trend analysis. We really enjoyed using it because review is a big part of getting everything out the door.”

“We love AI Close. We used it alongside the checklist, working through all the different tasks, and some of what it did was awesome.”

“If the automations aren't good, then it's actually worse. You automate a problem from a little thing to a big thing.”

“Puzzle's close checklist and reconciliation features are top notch. It's the biggest single time save.”

“All of the heavy lifting on accounting is done on Puzzle. Our customers log in once, do their integrations, and they never have to think about it again. The data syncs in real time.”

“It takes little time for our CPA to go in and do all the categorization. Once he does that, we're basically 80 to 90% of the way there for the rest of the year.”

“Puzzle has developed the product around the real challenges of an accountant. It's not trying to replace an accountant, but help them scale, which is what we are using primarily.”

“"the Ramp integration is my favorite and the largest time saver. The Ramp integration worked extremely well in Puzzle. This made the reimbursement, credit card, and accounts payable month-end processes much quicker and easier .””

““Puzzle is an accounting software that is great, particularly for startups. Puzzle really leverages AI, automations, 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,””

““The bank, credit card, and Ramp integrations in Puzzle saved time and days by removing the need to ask the client to review categorizations, and then making those corrections in the accounting software. It can take several days to get the requested information from clients, otherwise,””

““It’s really allowing us to shift from being a transaction processing mentality to being strategic oversight, working more on providing insights,” John says. “It’s allowing us to replace that time we would have spent just dealing with transaction categorization, to actually advising our clients, interpreting the financials.””

““At the end of the month it’s not chasing people down for things, it’s just reviewing and making sure. Yep, check.””

““Puzzle bots handle 90%+ of our transactions,” John says. “We’re really only doing exception-based reviews.””

““It was a breath of fresh air,” John says. “Things that we thought we had to do manually were just automated.””

““Technology is amazing, but you still need the human element to design guardrails and controls, and handle the exceptions.””

“There are real faces to the names, and they genuinely want to work with us.”