Puzzle
Categorises and reconciles startup transactions through the month and drafts the financial statements.
Software you sign up for or install and run yourself. Submitted listing, not yet checked. Nothing on this page is sponsored.
What it does
Puzzle is an accounting platform for startups and small businesses where agents work on the books throughout the month. Transactions arrive from connected accounts such as Stripe, Brex, Mercury, Ramp, Deel and Gusto, the agents categorise them, reconcile accounts, match invoices to payments and flag exceptions, and the user reviews and approves before anything posts to the ledger. Founders get cash and accrual statements, burn and runway figures and a chat interface for questions about the numbers.
You provide
- Connected bank, payment, payroll and card accounts
- A mapped chart of accounts
- Historical data imported from QuickBooks
You receive
- Categorised and reconciled transactions
- Drafted cash and accrual financial statements
- Cash, burn, runway and revenue metrics
- A completed monthly close
How the work runs
- 01
Connect financial accounts
- 02
Map the chart of accounts once
- 03
Agents categorise and reconcile through the month
- 04
Exceptions are flagged
- 05
The user reviews and approves before posting
Before it is handed over
A person reviews every output. The work is accepted only when each of these is recorded.
- Every automated action is reviewable and editable before statements are finalised
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