Case Study: Burkland cuts month-end close time by 25% with Puzzle and Ramp

How Burkland cut 25% from month-end close with Ramp and Puzzle

Burkland, a leading accounting and advisory firm for startups, faced a challenge in managing the month-end close for its numerous venture-backed clients. With a fully remote team and a rapidly growing SaaS division, its accounting manager, Megan Reid, sought to eliminate inefficiencies, particularly the time-consuming tasks of categorizing expenses and investigating uncategorized transactions for a client using modern fintech tools.

By implementing a new integration between Ramp's Accounting API and Puzzle's accounting software, Burkland automated its client's financial workflows. The solution automatically synced transaction data, receipts, and memos from Ramp into Puzzle's general ledger, which enabled auto-categorization. This eliminated manual data entry and client communication delays for Burkland, resulting in a 50% reduction in categorization time and a 25% faster overall month-end close.

Burkland

Megan Reid

Accounting Manager of the SaaS Division