Case Study: Debit & Co closes 15 clients by Day 4 with Puzzle

Debit & Co closes 15 clients by Day 4 with Puzzle

Debit & Co, a two-year-old bookkeeping firm, faced a significant challenge with its previous accounting software, QuickBooks. The platform's flawed automations were creating more work by incorrectly posting transactions and generating reconciliation nightmares, which was ultimately worse than having no automation at all. They needed a solution where accountants could set precise rules for reliable execution.

The firm implemented Puzzle's AI-native accounting platform, specifically its AI Close product. This allowed their team to design workflows and set rules for the AI to execute exactly, moving from manual review of all transactions to only reviewing exceptions. As a result, Debit & Co closed all 15 of its clients by the fourth business day, saving 25-30% of the time per client and positioning them to support significantly more clients without adding headcount.

Debit & Co