Case Study: Attivo achieves scalable advisory and 90% transaction automation with Puzzle

Attivo automates 90% of transactions with Puzzle

Attivo Partners, an accounting firm serving over 400 VC-backed startups, faced a scaling challenge due to the high volume and friction of manual transaction processing. Their old, fragmented financial stack created operational drag, forcing senior accountants to spend most of their time on low-risk validation instead of higher-value work. They partnered with Brex and the accounting software vendor Puzzle to modernize their workflow.

By implementing Puzzle's AI-powered accounting software integrated with Brex's spend management platform, Attivo automated 90% of its transaction categorization. This shift to exception-based reviews freed senior talent from manual processing. The result was an 86.9% accuracy rate and a fundamental shift in the firm's business model, allowing Attivo to move from transaction processing to providing strategic advisory and insights to its clients.

Attivo