I’ve spent over two decades helping accounting firms transform how they operate. I’ve seen every tech trend come and go. When I added Puzzle to my Starting Lineup, it wasn’t because of the hype. It was because of the results.
Puzzle is AI-native, built from the ground up for accounting firms. Not a legacy platform with AI bolted on. That means AI handles the transaction volume while your team stays in the judgment seat, reviewing, advising, and building client relationships.
This is Governed Automation: AI drafts, humans review, controls stay intact. It’s not about removing accountants from the equation. It’s about letting them play at a higher level.
“The firms that are going to win the next decade aren’t the ones chasing every AI tool that comes out. They’re the ones who choose platforms that let their people operate at a higher level. Puzzle is the first platform I’ve seen that actually gets that. AI handles the volume. My team handles the judgment. That’s how you build a firm that scales without burning everyone out.”
Where does your firm stand when it comes to AI? Take this quick 2-minute AI Readiness Quiz and see how prepared your firm really is. Join the 7,000+ startups and firms already using Puzzle to power smarter workflows. With 90% of transactions drafted automatically and 100% human oversight still in your hands, you get the best of both worlds: AI-powered efficiency with accountant-level control. It’s faster, smarter, and built for the next generation firm.