Upgrade your firm from QuickBooks. Meet your AI-native ledger.
Cut month-end close times by 50% and scale your firm with automation that keeps you in control.

Join hundreds of forward-thinking firms differentiating their practice with Puzzle


QuickBooks is your competitor — and it's holding your firm back
Manual work that shouldn't exist
Hours spent on categorization and bank reconciliations that AI and automation should handle.

To sort through 1,200 Stripe transactions in QuickBooks would have been a nightmare.
Can't scale without adding costs
Every new client means more manual work instead of advisory services that command premium rates.

QuickBooks inefficiencies made it nearly impossible to scale a profitable bookkeeping business.
Clients expect modern tools
Real-time insights and continuous accounting — not month-end PDFs.

After seeing Puzzle, it's difficult to take on clients who want to remain on QuickBooks.
Transform your practice with Puzzle instead
Transform your practice with Puzzle instead
Cut month-end close time in half
98% automated categorization, reconciliation, and revenue recognition
Native integrations with Stripe, Mercury, Ramp and more eliminate manual journal entries
Complete audit trails with human review and approval
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Win clients with technology that sets you apart
Clients access real-time dashboards with burn rate, runway, and cash position
Intuitive interface — learn in less than 1 hour
Spend less time closing the books and more time advising clients

Scale revenue, not costs
Up to 60-80% margins vs. industry average of 20-25%
Faster closes, accurate books, real-time insights for clients
Add clients without proportional cost increases

How it works
Real firms, real results
98%
automated transaction processing
Accountalent
25%
faster month-end close, 2x faster categorization
Burkland
50%
faster month-end close process
Trivium
96%
faster bank reconciliations: from 2 hours to 5 minutes
Trivium


Partnership: built for firms. Never against them
Unlike QuickBooks, Puzzle will never compete for your clients — guaranteed.
Dedicated success manager
White-glove support, free migrations
Revenue share and client discounts
Co-marketing opportunities
Client referrals
Switching from QuickBooks takes weeks, not months. Our team handles migration end-to-end so you stay focused on client service.
I flew to San Francisco and met the actual development team. These are people building the software. On what Earth could I do that with QuickBooks?

Customer stories



Ready to modernize your practice?
Join the 7,000+ companies and firms that made the switch.










