R&D Study
Available with an active Puzzle subscription
Checked 4 Oct 2026

Available with an active Puzzle subscription
Checked 4 Oct 2026
1 seat · 25 lifetime AI credits · 85–90% automatic categorization · unlimited connections
Checked 21 Oct 2026
5 seats · 25 lifetime AI credits · cash, burn, runway and margin insights · advanced reporting
Checked 21 Oct 2026
unlimited seats · 100 AI credits/month · AI reconciliations · revenue recognition · priority support
Checked 21 Oct 2026
QuickBooks, Xero or other system migration
Checked 21 Oct 2026
Available with an active Puzzle subscription · migration from QuickBooks, Xero, or another system
Checked 4 Oct 2026
Up to $10K monthly expenses · one entity and one accounting basis · up to three bookkeeping questions per month · excludes payroll processing, accounts payable/receivable, and inventory
Checked 4 Oct 2026
monthly book close · transaction corrections · bank and card reconciliation checks · up to three bookkeeping questions/month
Checked 21 Oct 2026
Available with an active Puzzle subscription · price depends on months of books behind
Checked 4 Oct 2026
review, cleanup and closing of unfinished months
Checked 21 Oct 2026
unlimited seats · 300 AI credits/month · subledgers · no transaction or integration limits · backup and restore
Checked 21 Oct 2026
Available with an active Puzzle subscription · price depends on entity type
Checked 4 Oct 2026