The accounting solution for every stage

Get accounting and financial health automation with every plan

Formation

Tax compliance & accounting basics for newly incorporated startups

Free

Starting at

$199

Includes:
AUTOMATION & REAL TIME
Automated data import
Rule-based auto-categorization
Instantly generated financial statements
COMPLIANCE
1-click tax package
OTHER
Monthly expense limit of $15,000

Startup

Financial health insights and analysis for venture backed startups

$43

/ month
-15%
Starting at

$549

/ month
Everything from Formation, plus:
INSIGHTS & FOCUS
Net burn & runway metrics
Smart spotlight on financial outliers
Real-time spend, revenue, & vendor analysis
FUNDRAISE READY
Financial health metrics
OTHER
No monthly expenses limit
AI Automation & Accuracy add-ons available
Signature Offering

Advanced

Accrual automation and support for scaling startups and accounting professionals

$215

/ month
-15%
Starting at

$749

/ month
Everything from Startup, plus:
ACCRUAL AUTOMATION
Accrual automation & revenue recognition
Auto-reconcilliations
AI categorization tools & workflows
ACCURACY
Filterable audit log
Team collaboration tools
OTHER
No monthly expenses limit
AI Automation & Accuracy add-on included
Accrual automation $0.25 per automation

Accrual automation

Accrual automation is measured by the number of accrual transactions that are automated. This ensures that you only pay for the outsized value that Puzzle delivers – increasing your efficiency through automation

An accrual automation is counted when deferred revenue, prepaid, fixed asset transactions are put on an accrual schedule automatically by Puzzle.

Priority live support

Formation

Tax compliance & financial reporting basics

Free

Starting at

$199

Includes:
AUTOMATION
Automated data import
Basic auto-categorization
Auto-generated financial statements
COMPLIANCE
1-click tax package
OTHER
Monthly expense limit of $15,000

Startup

Accounting & insights for VC-funded startups.

$50

/ month
Starting at

$549

/ month
Everything from Formation, plus:
INSIGHTS & FOCUS
Smart spotlight on financial outliers
Real-time spend, revenue, & vendor analysis
FUNDRAISE READY
Financial health metrics
OTHER
No monthly expenses limit
AI Automation & Accuracy add-ons available
Signature Offering

Advanced

Accounting, insights, & automation for scaling startups and accounting professionals.

$250

/ month
Starting at

$749

/ month
Everything from Startup, plus:
EFFICIENCY
Accrual automation & revenue recognition
Auto-reconcilliations
AI categorization tools & workflows
ACCURACY
Filterable audit log
Team collaboration tools
OTHER
No monthly expenses limit
AI Automation & Accuracy add-ons available
Accrual automation $0.25 per automation

Accrual automation

Accrual automation is measured by the number of accrual transactions that are automated. This ensures that you only pay for the outsized value that Puzzle delivers – increasing your efficiency through automation

An accrual automation is counted when deferred revenue, prepaid, fixed asset transactions are put on an accrual schedule automatically by Puzzle.

Priority live support

Audit Prep

Recruiting startups who need to pass their first audit. We will offer product, engineering and CPA support.

Contact us
Everything from Advanced, plus:
Audit prep
Policy creation
Audit partner network
Team of former public auditors
Priority support
Plan details & comparison

Add-ons that increase efficiency & accuracy

Enhance your Startup plan with the following add-ons (included in Advanced plan)
Puzzle AI
$25 / month

Leverage the power of Puzzle AI to help you categorize transactions efficiently & accurately:

  • AI Categorizer: add more context to transactions and Puzzle AI will
    automatically categorize your transaction
  • AI Lookup: Puzzle AI identifies unknown vendors and recommends categories
Smart insights
$25 / month

Add an additional layer of insights and automation on top of your regular checklist to help you close your books faster with confidence:

  • Auto-check items that require no actions
  • View and address reconciliation differences
  • Review auto-detected balance issues

Additional services through our Bookkeeping & Tax Partner Marketplace

Find an expert from our partner network through our concierge pairing experience.

Bookkeeping

Starting at $499 / month

Find trusted bookkeeper who specializes in cash and accrual bookkeeping for startups.

Tax Filing

Starting at $1,499 / year

Find specialized tax professional and gain peace of mind from knowing your tax and compliance needs are met.

R&D Tax Credits

8% to 15% of Credits

Find pros who takes care of the R&D tax credit and filing process for you.

All in one

Best value
Starting at $599 / month

Gain the peace of mind from knowing all of your accounting needs are covered with a full service bookkeeping, tax preparation, and R&D tax credits package.

Compare plans

Formation

Free

Startup

$50 / mo

Advanced

$250 / mo

Enterprise

Custom
General
Integrations with AP, banks, payroll & Stripe
User Seats
Unlimited
Unlimited
Unlimited
Unlimited
Financial history
Unlimited
Unlimited
Unlimited
Unlimited
Monthly expenses limit
$15,000
Unlimited
Unlimited
Unlimited
Department level data
Accounting
Self-serve Onboarding
Automated Data Ingestion
Cash Financials
Accrual financials
Financial Statements
Reports
Monthly Checklist
Accounts Payable (AP) Aging
Accounts Receivable (AR) Aging
Accrual Automation
Revenue Recognition
Fast Monthly Close
QuickBooks Online (QBO) Conversion
Contact us
Contact us
Insights
Financial insights report (email)
Historical charts
Cash Metric Card
Burn Metric Card
Runway Metric Card
FP&A Integrations
Revenue Insights
Spend Explorer & Vendor Insights
Spotlight
People Insights
Automation
Automatic Rule Creation & Categorization
Accrual automation
Add-on
Monthly Checklist - Smart
Add-on
Puzzle AI
Add-on
Auto Reconciliations
Add-on
productivity
Inbox
Collaboration tools - Assignments
Security
Two-factor authentication
SOC 2 type II compliant
User Permissions
Support
Concierge Onboarding & Setup
Email Support
In-app Chat
Ask an Accountant
Priority Support
Concierge CPA review
Add-on
Add-on
Add-on
Add-on

FAQs

Tushar Seth
CEO and Founder
“Puzzle easily saved us $10-20k getting our books organized and taxes filed for the first time so we could close our second round.”
Megan Reid
Technical Accounting @ Burkland
“Puzzle is the future of accounting software.”
Dr Lindsay Padilla
CEO @ Hello Audio
"I hit profitability shortly after adopting Puzzle."