Revenue recognition, automated across your modern
financial stack
Automate your accrual revenue across custom invoices, or modern tools like Stripe, BILL, Mercury and more. No complex spreadsheets. No black boxes. Just accountant-reviewed revenue recognition.
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7,000+ accounting firms and startups trust Puzzle.
Cash books for your founders. Accrual books for accountants.
Your startup clients typically run their businesses on cash metrics (they want to see burn rate, runway, and bank balances). But as their CPA, you need accrual-based revenue recognition to deliver accurate, review-ready financials.
Puzzle maintains a dual set of books simultaneously. No double entry. No file switching. Everyone gets the books they need, with zero extra effort.
- Cash basis: Real-time visibility into cash burn, runway, and cash flow.
- Accrual basis: Financial health and margins
Accountants are the architects. AI is the engine.
Three steps to automated, review-ready revenue recognition. Everything logged, sourced, and accountant-reviewed.
1. Connect Your Whole Stack
Connect all your financial streams in one click. Puzzle integrates with Stripe for billing, BILL for invoices, and Mercury for bank feeds, or lets you upload manual CSVs for custom contracts.
2. Map & Match
Puzzle automatically maps transactions to deferred revenue accounts and schedules amortization. The logic locks so your revenue schedules remain fully traceable.
3. Review & Post
Review proposed revenue schedules in your dashboard. Post them directly to your general ledger with one click. Simple, direct control: you review and post.
Traceable Audit Trail. Down to the source transaction.
No black boxes. Every automated revenue schedule in Puzzle is permanently linked to its underlying Stripe subscription event, BILL invoice, or bank payout. If you or an auditor ever need to verify a journal entry, simply click the number in your ledger to pull up the original third-party metadata instantly.
1-Click
Direct
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Built for your entire financial stack
Puzzle connects to the platforms your clients already use, with deep, native support for Stripe, plus invoicing, bank-feed, and manual revenue sources, all feeding one continuous ledger.
Deep, native sync. Maps high-volume subscriptions, refunds, and disputes directly to deferred revenue schedules.
Syncs accounts receivable and invoices, automating accrual revenue on invoice creation.
Captures interest revenue and invoice payments directly from the Mercury API.
Create invoices or upload invoice CSVs: most common revenue models supported.
Plus more revenue sources supported.
Scale without headcount.
Stay in control.
Speed is the hook. Control is what closes the deal. AI Close delivers both, without asking you to give up either.
