Charlene

Interesting value proposition, but I never received an analysis after setting up on Mac, entering a few numbers, and giving my phone number to download when AI is ready.

Finally, a beautiful accounting software that made organizing, categorizing, and financial planning less of a pain. I used to have a QuickBooks account for each of my businesses. It was clunky, but I didn't know we have better options until Puzzle. My favorite feature is the clear visualization of runway, plus the onboarding support from a startup CPA. He got my questions clarified swiftly. The CX itself made the product worth trying. I have enabled their AI autopilot, which helps flagging new transactions that they haven't seen before, and I can just reply with the category over email. Haven't used that enough to know whether it's useful or gimmicky. I have hopes!