What is Puzzle.io?
Puzzle is an AI-native accounting software built specifically for startups and accounting firms tired of outdated bookkeeping tools. Instead of waiting weeks to close the books, Puzzle uses smart AI agents to continuously categorize transactions, reconcile accounts, and prepare financials—so you always know your real-time cash position, burn rate, and runway.
Unlike legacy systems like QuickBooks, Puzzle integrates natively with modern finance tools like Stripe, Brex, Mercury, Ramp, and Gusto, pulling clean data directly from the source. This means no more manual imports, messy spreadsheets, or month-end scrambles. With Puzzle, your books stay accurate, up-to-date, and ready for investors—or tax season—at any moment.
What are the features of Puzzle.io?
- AI-Powered Bookkeeping: AI agents automatically draft categorizations, reconciliations, and journal entries throughout the month—nothing posts without your approval.
- Real-Time Financial Insights: Track cash flow, burn rate, and runway daily, not just at month-end, with continuously updated financial statements.
- Native Integrations: Connect directly to Stripe, Brex, Mercury, Ramp, Gusto, and more—no exports, imports, or syncing needed.
- AI Close for Firms: Accounting firms can build custom close workflows using natural language; Puzzle turns them into automated agents that handle repetitive tasks.
- Dual Accounting Views: Support both cash and accrual accounting from the same ledger—ideal for managing operations and investor reporting.
- QuickBooks Migration: Import your historical data in minutes and keep your books running seamlessly at AI speed.
- SOC 2 Compliant Security: Enterprise-grade security with encryption, role-based access, and full audit trails.
What are the use cases of Puzzle.io?
- A startup founder wants to see their real-time cash position every day—not wait three weeks after month-end.
- An accounting firm manages 50+ clients and needs to reduce manual work while scaling without hiring more staff.
- A growing SaaS company uses Stripe for revenue and Brex for spend and needs clean, reconciled books for fundraising due diligence.
- A finance team wants to cut month-end close time by 50% by automating reconciliations and exception detection.
- An accountant shifts from bookkeeping to advisory services by using Puzzle’s real-time dashboards to guide client decisions.
- A small business owner switches from QuickBooks to eliminate tedious rule-writing and manual transaction matching.
How to use Puzzle.io?
- Connect your financial accounts (bank, payment, payroll) in one click during onboarding.
- Map your chart of accounts once—Puzzle learns your preferences and applies them going forward.
- Review AI-drafted entries daily or weekly; approve, edit, or reject before anything posts to the ledger.
- Use real-time dashboards to monitor cash, burn, and key metrics without running reports.
- Invite your accountant (or find one in Puzzle’s network) to collaborate securely within the platform.
- Run AI Close workflows at month-end—custom agents handle reconciliations, flag variances, and prep journal entries for your sign-off.
