AI close agents that execute your judgment.

The easiest place to automate your month-end close with AI. Add AI agents to your workflows, fully under your control.

Join early access waitlist

"This is one of those things you can't unsee as a CPA. I describe my task, it does the work for review, I approve and it just happens."

Arlo Financial

Bring the power of AI into your month close workflow

Controlled

Not “autonomous” or “self driving”

Create a close checklist, specify rules, approvals, required documents, and exception handling.

Aligned

Your intelligence, now with AI

AI shouldn’t try and replace you, it should enable you to do your best work.

Customizable

You design, agents do the work

Let agents do your work so when you login, the books are clean.

From idea to automation in minutes.

You describe the workflow

Create a close checklist, specify rules, approvals, required documents, and exception handling.

Run the bank reconciliation for last month. If it reconciles, mark as complete. If not, please tell me the difference and recommend next steps.

AI proposes a solution

Convert natural language into explicit, runnable steps. Surface missing inputs. Standardize logic.

Function logic: Identify correct bank account → Check opening balance → identify all money-in transactions → identify all money-out transactions → ...

Agree and the agent executes

Run, review, schedule, ignore. It’s up to you.

Based upon your logic, I have drafted the following journal entries. If they look correct, type ‘yes’ and I will post them to the GL.

Designed with accounting firms, for accounting firms.

Get started quickly with pre-built templates

Unlike QuickBooks, Puzzle will never compete for your clients – guaranteed.

Join our watlist

Get to advisory faster, and easier

Spend less time preparing the books and more time helping your clients build enduring companies

Without Agents

Manage 5-10 clients

Manual reviews

You are working all hours

Refer overflow clients

With Agents

Manage 25-30 clients

AI reviews

Agents working all hours

Close more clients

FAQs

What is AI Close?

AI Close is the first agent builder built directly into the Puzzle General Ledger. It is designed specifically for accounting firms to automate the month-end close workflow by creating custom AI agents. These agents execute tasks according to your firm’s specific rules and processes. You describe the task, and the agent drafts the work for your review.

What happens when I join the waitlist?

This gives you a front-row seat to the future of accounting. You’ll get exclusive updates and will be first in line for early AI Close access. Whether you are a current partner or a firm new to Puzzle, our team will get in touch to ensure you have early access.

How do I build an agent? Do I need to know how to code?

No coding is required. You build an agent by using natural language. Just describe the task as you would explain it to someone on your team. You define the workflow, the rules, the thresholds for review, and the approval process. AI Close converts your instructions into a custom agent that drafts the work for your review and approval.

What kind of tasks can AI Close automate?

AI Close is designed to handle standard month-end close steps. Examples of pre-built templates include: Bank Reconciliation, Reconciling Amex/Citibank cards, Reviewing Accruals, Uncategorized Transaction Review, and Variance Checks. You can also create custom agents to fit your firm’s unique workflows.