If you are coming from another accounting platform, our team can help with migrating your historical data.
If you are working with an Accountant, we can work with them to complete this for you.
Step 1: Ensure Puzzle is a fit for your business.
We recommend a quick call with our team to ensure Puzzle will fit all of your accounting needs: booking link
Puzzle is currently built for US based business.
Step 2: Book an implementation call.
Once you've determined Puzzle is the right fit for your business, we'll discuss the details and ensure the migration meets your expectations. If you are working with an Accountant, we recommend adding them to this call.
On this call we will cover:
Confirming Puzzle start date and accuracy of historical financials
Cash vs. accrual considerations
Chart of accounts customization
Expectations about outputs
Other requests and timeline of migration
Required Documentation
Any questions about other parts of setting up Puzzle
Step 3: Review proposed chart of accounts mapping
After your implementation call, your Puzzle Implementation Manager will share a proposed chart of account mapping from your legacy platform to the Puzzle Chart of Accounts. Once we have sign off from you or your accountant on the mapping, we can proceed with importing your historical journal entries.
Step 4: Review your migrated financials
Our team will import all the journal entries from your previous accounting platform using the agreed upon account mapping. For companies with simple Charts of Accounts this step can be done in as few as 3 business days. We will review the migrated data for accuracy and ask that you and your team confirm the migration is done to your satisfaction.
Step 5: Make the most of Puzzle's automations and real-time insights
You are now ready to close your books faster than ever and make informed business decisions between month-end closes.