Puzzle

Executive Summary

AI-native accounting for startups, auto-categorizing 90-95% of transactions.

Use Cases

• Automating transaction categorization for startups
• Providing real-time financial dashboards and key metrics (burn, runway)
• Streamlining financial close processes and general ledger reconciliation
• Reducing manual bookkeeping and accounting effort

Features

Visibility

• Real-time Financial Dashboard: Provides an intuitive dashboard with real-time financial metrics, including burn rate and runway, for immediate insights into financial health.
• Automated General Ledger: Automatically converts transaction data into reconciled general ledger entries, maintaining accurate and up-to-date books.

Intelligence

• AI Transaction Categorization: Automatically categorizes 90-95% of financial transactions using AI, significantly reducing manual bookkeeping effort.
• Custom Categorization Rules: Allows users to define and apply bulk classification rules to further automate and refine transaction tagging.
• AI Lookup: Intelligent search and data retrieval capabilities for accounting information.

Technical Specifications

Architecture

Cloud-native SaaS platform with a robust API for direct integrations with financial tools and embedded accounting capabilities.

Deployment

SaaS

API Available

Yes

Integrations

• Stripe
• Mercury
• Brex
• Ramp
• Gusto

Pricing

Model

Tiered subscription with monthly/annual billing, including a free tier for early-stage founders and a free trial period.

Starting Price

Free tier available; paid plans vary by features and billing cycle.

Target Customer

SMB

Contract Type

Monthly,Annual

Free Trial

Yes, 2 months

About Puzzle

Puzzle is an AI-native accounting platform designed for startups and accounting firms. It automates bookkeeping, offering real-time financial insights and integrations with platforms like Stripe, Brex, and Gusto. The software aims to automate up to 98% of transaction categorization.

Founded: 2019 · Employees: 51-200 · Private