Free Trial
What is included in a 14 day free trial?
You have access to all of Puzzle’s premium features. This includes advanced analytics, scalability tools, and comprehensive financial reporting, which are part of the Complete plan.
Plans
What’s included in the Starter plan?
The Starter plan is designed for your first books. It includes cash & accrual books, up to 98% auto-categorization, auto-drafted financial statements, unlimited connections, a 1-click tax report, and CPA-approved Chart of Accounts templates. The AI Suite (Chat, Cowork, and Close) is included, with 25 lifetime AI credits. Supports 1 seat.
What happens after my 2 free months on the Starter plan?
After your 2 free months, your Starter plan subscription will begin. If you'd prefer not to continue, you can cancel before the free period ends.
If you don't select a plan after your trial ends, access to newly generated financial statements, reports, and insights will be limited.
However, you'll always have access to any financial statements, transactions, reports, and insights that were generated during your free period.
What’s included in the Core plan?
The Core plan is your QuickBooks replacement. It includes everything in Starter, plus cash, burn, runway, and margin insights, spend and revenue tracking, variance analysis, multi-entity support (via integration), advanced reporting, and a custom chart of accounts. The AI Suite is included with 25 lifetime AI credits. Supports up to 5 seats. Priced at $72/mo.
What’s included in the Complete plan?
The Complete plan is the most popular option and includes everything in Core, plus AI-powered accuracy review and reconciliations, AI insights and analysis, enhanced categorization, the ability to categorize from your inbox, classes/departments/projects, revenue recognition, and priority support. The AI Suite is included with 100 AI credits per month. Supports unlimited seats. Priced at $120/mo.
What's included in the Scale plan?
The Scale plan is built for high-volume accounting. It includes everything in Complete, plus higher-volume accounting support, subledgers, no transaction or integration limits, backup and restore, dedicated onboarding and support, and priority support. The AI Suite is included with 300 AI credits per month. Supports unlimited seats. Priced at $360/mo.
Additional Services
Does Puzzle offer accounting and bookkeeping services?
Yes. In addition to the self-serve software plans, Puzzle now offers managed accounting services run on top of your Puzzle subscription. There are two service tiers:
Expert Reviewed — Puzzle's AI does the work; a bookkeeper reviews and closes your books every month. Available on Core or Complete plans, starting at $171/mo for up to $10K/mo in expenses.
Full Service — A named bookkeeper handles full monthly close, categorization, reconciliations, accruals, prepaids, financial statements, and unlimited bookkeeping questions by email.
Services run on top of your software plan. You choose your Puzzle plan (Core or Complete) and your monthly expense volume to estimate your service price.
What add-ons are available?
The following one-off services are available with an active Puzzle subscription:
Migration ($149) — We move your books into Puzzle from QuickBooks, Xero, or your current system.
R&D Study (1.5% of qualifying spend) — We prepare the study and hand your accountant everything needed to file.
Catch-up bookkeeping (from $300/mo of books) — We review, clean up, and close months you never finished.
Tax Filing (from $1,250/yr) — A partner firm prepares and files your return, plus $250 per state.