Puzzle

Plans and prices

Every plan, in full

On the record

Accounting views

Puzzle supports cash and accrual accounting from the same underlying ledger.puzzle.io · read 4 Oct 2026

AI Chat

AI Chat answers questions about a company’s actual books in plain English, including cash and runway questions.puzzle.io · read 21 Oct 2026

AI Close

AI Close helps accounting firms run a structured month-end close while humans review the proposed work.puzzle.io · read 21 Oct 2026

AI Cowork

AI Cowork prepares routine work such as invoice matching, subscription discovery and missing-receipt follow-up for user approval.puzzle.io · read 21 Oct 2026

AI workflows

Puzzle Chat answers business questions in plain English, while Cowork handles tasks such as matching invoices to payments and finding subscriptions for user review.puzzle.io · read 4 Oct 2026

API and MCP

Customers can self-serve an MCP connection for Claude, ChatGPT and other compatible clients through app.puzzle.io/mcp.help.puzzle.io · read 21 Oct 2026

Automation

Puzzle says AI agents can categorize transactions, reconcile accounts, and flag exceptions, with actions reviewable and editable before financial statements are finalized.puzzle.io · read 4 Oct 2026

Bank coverage

Plaid connections provide access to thousands of US banks and cards, while native connections include Mercury, Brex, Ramp and Meow.help.puzzle.io · read 21 Oct 2026

Cash and accrual accounting

Puzzle produces cash and accrual views from the same books and supports automated revenue recognition, accruals and prepaids.puzzle.io · read 21 Oct 2026

Close-time guarantee

Puzzle offers a subscription-fee refund if eligible customers do not achieve at least a 50% reduction in month-end close time by their second close, subject to conditions.puzzle.io · read 21 Oct 2026

Company facts

LinkedIn lists Puzzle as privately held, remote-first, founded in 2019, with 51–200 employees.linkedin.com · read 21 Oct 2026

Company identity

Puzzle’s privacy policy identifies the legal company as Puzzle Financial Inc.puzzle.io · read 21 Oct 2026

Company leadership

Puzzle identifies Sasha Orloff as cofounder and CEO and John Cwikla as cofounder and CTO.puzzle.io · read 4 Oct 2026

Documentation and support

The help center includes a page-by-page walkthrough covering inbox, dashboard, close checklist, accounting, transactions and integrations.help.puzzle.io · read 21 Oct 2026

Financial reporting

Puzzle provides auto-drafted financial statements, a general ledger, chart-of-accounts controls, period locking and downloadable reports.help.puzzle.io · read 21 Oct 2026

Funding

General Catalyst announced a $15 million Series A for Puzzle in February 2023 and said total funding then reached $20 million.generalcatalyst.com · read 21 Oct 2026

Integration cadence

Puzzle says partner integrations generally synchronize overnight once per day, with manual synchronization available for direct integrations.help.puzzle.io · read 21 Oct 2026

Integrations

Supported connections include Stripe, Mercury, Brex, Ramp, Gusto, Rippling, Deel, Central, Bill.com, Plaid and Joiin.help.puzzle.io · read 21 Oct 2026

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