Free Trial
What is included in a 14 day free trial?
You have access to all of Puzzle’s premium features. In other words, you get access to all features included in the Advanced Automation plan, valued at $100/mo.
Plans
What’s included in the Accounting basics plan?
For details see our pricing page.
What’s included in the Accounting plus Insights plan?
For details see our pricing page.
What’s included in the Accounting plus Advanced Automation plan?
For details see our pricing page.
How to Downgrade from a Paid Subscription to the Basics Plan
Downgrading your subscription from a paid plan to the Basics Plan (free plan) in the Puzzle app is straightforward. Follow the steps below to complete the process, and take note of the eligibility criteria for downgrading.
Steps to Downgrade Your Subscription
Open the Puzzle app and log in to your account.
Navigate to Settings from the main menu.
Select the Billing section within the account settings.
From the billing options, locate your current plan.
Select the option to cancel your paid subscription. Confirmation prompts may appear to verify your choice.
Once the cancellation process is completed, your account will be downgraded to the free tier. Ensure that the eligibility requirements listed below are met before proceeding.
Eligibility Requirements
You’re free to stay on the Accounting Basics plan (aka our free plan) until you ingest $20,000 in transactions into Puzzle.
The $20,000 in transactions is measured from the day you open your Puzzle account onward (i.e. it does not include historical data ingested after you connect your financial accounts when setting up your Puzzle account).
Notes
The free plan is referred to as the Basics Plan in the app. Some features available in paid plans may not be accessible on the Basics Plan.
After downgrading, review the features of the Basics Plan to ensure it meets your needs.
For additional help or troubleshooting, visit the Puzzle Help Center or contact customer support for personalized assistance.
What happens if I have greater than $20,000 in transactions?
Companies that ingest greater than $20,000 in transactions, can upgrade to one of our paid plans to continue to access all the value that Puzzle offers.
Once the $20,000 limit is exceeded, 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 prior to exceeding the $20,000 transaction limit.
Additional Services
Does Puzzle provide accounting & bookkeeping services directly?
No, Puzzle is an accounting platform and does not directly provide bookkeeping, tax, or any accounting services directly.
However, we do have a network of partners who are experts in these services and we offer a white glove experience to understand the needs of your company and pair you with the optimal partner.