Upgrade Your Firm. Modernize Your Ledger.

Intuitive, AI-native accounting software built for accounting firms. No competing services, ever.

Become a partner
Join 400+ accountants • Enjoy exclusive perks
“With Puzzle, we’re closing the books up to 20% faster than with QuickBooks—saving one-to-two hours each month on a typical six-to-eight hour engagement”
Greg Capitolo
Co-Founder and Partner, Attivo
Accounting Firms

Why partner with Puzzle?

Puzzle works with you to reimagine how you deliver value to your clients, 
today and through the AI transformation.

Deliver actionable insights faster with AI

Go beyond dashboards and metrics to actionable insights with variance monitoring and pre-trained AI prompts for a better client experience.

More clients with less effort

Access your drafted financial position daily instead of waiting weeks until month-end close.

Get a true technology partner

Maintain both accounting methods automatically without duplicate work or spreadsheets.

Confidence with one client, or hundreds

Customizable rules, policies, and smart workflows, powered by AI eliminate repetitive tasks.

The many ways we save your company time while improving accuracy.

From startups to small businesses to accounting firms, we designed Puzzle to be the fastest time to accurate books and insights.

Sync seamlessly with your financial tools

Puzzle integrates effortlessly with the tools you and your clients already use.  Our system typically pulls data for real-time accounting, rather than waiting for data to be pushed to us on a batch process.

Maximize profitability through automation

Get automation from ingestion to categorization to reconciliation to accruals to accuracy reviews, enabling you to close faster and drive operational efficiency, with settings that are in your control.

Lead the way with a real technology partner

Be part of redefining the accounting practice by adopting Puzzle’s advanced AI-powered ledger. Collaborate with a technology partner focused on your long-term success, not competing with you.

Expand your practice 
with new clients

Join Puzzle’s accounting directory and gain referrals from startups and growing businesses, while at the same time starting the transition from accounting to advisory with financial insights.

Accountant Directory

Access dedicated 
partner success team

Get priority support for your team and your clients, and access white-glove onboarding and training from peer CPAs and bookkeepers.

Get Puzzle Certified
“Puzzle is amazing”
David J. Phillips
CEO at Fondo & Tax
“Great product. Very easy to setup and great support.”
Joe Faris
Founder of Accountlent Tax Practice

Don’t take it from us
— hear from our customers

5k+
Companies
$50B+
Transactions
500+
Accountants
Puzzle is helping us reimagine how we deliver on our promise to clients
Read case study
Trivium cut month-end close time by 50% using Mercury and Puzzle
Read case study
How Burkland cut 25% from month-end close with Ramp and Puzzle
Read case study
Partnership Program

Built for Firms. Powered by Partnership.

At Puzzle, we grow alongside our partner firms — by routing clients your way, building co-marketing programs around your brand, and helping you scale without burnout. From onboarding to in-app referrals, our product is built to connect clients with accountants - not compete with them. Explore referral perks, co-branded initiatives, and rewards that reflect our firm-first mission.

Revenue Sharing

Earn more without comprimise
Your clients stay yours. We help you grow—and offer competitive revenue share along the way.

Software Only

No competing services, ever.
Our goal is to build the best accounting software of all time. We are committed to partnering, not competing.

Grow Your Practice.

Your firm. Your story. Our support.
We help you grow your practice through co-marketing and lead gen opportunities, designed to grow your practice.

Build With Us.

Co-develop AI features that scale your firm.
We co-create accounting workflows, AI features, AI prompts designed to improve your business, with you.

Ready to get started?

Become a partner