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.

Susan Wozena, CPA,
Director of Bookkeeping

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.

Renato Villanueva,
Founder, Parallel

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.

Patrick Metz,
Founder, Tactomic

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

J.R. Feris,
CEO, Accountalent

Puzzle blows QuickBooks out of the water. I can't imagine a scenario where QuickBooks would ever be 98% automated, even with all the best rules in the world.

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

Maggie Isaac,
CEO & Founder, Wrapped Accounting

We've reshaped our model to have a smaller, higher-caliber team that serves more clients at a higher level—and allows us to deliver real insights and analysis.

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

Renato Villanueva
Founder, Parallel

Initially, I wasn't sure if our results were good—then I learned it was best-in-class. Puzzle enabled us to launch bookkeeping as a profitable, high-margin service.

How it works

AI-powered automation

Uses AI to automate categorization, reconciliation, and revenue recognition.

Real-time financial insights

Continuous accounting keeps books current—no month-end waiting.

Native modern stack integration

Works seamlessly with Stripe, Mercury, Ramp, Brex, and Gusto.

Built-in quality controls

AI accuracy reviews catch errors before they reach clients.

Client-ready dashboards

Real-time burn, runway, ARR/MRR metrics clients can access anytime.

Effortless migration

White-glove support and free migrations with 100% data accuracy.

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.

J.R. Feris,
CEO, Accountalent

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?

Ready to modernize your practice?

Join the 7,000+ companies and firms that made the switch.