Case Study: Trivium achieves 3x faster month-end close with Puzzle

Trivium migrates 80% of client books in 2 hours or less with Puzzle

Trivium, a comprehensive consulting firm specializing in finance and accounting, faced the common industry challenge of being locked into QuickBooks due to the perceived difficulty and risk of migrating their clients' financial data. This fear of a complex, months-long project prevented them from switching to a modern platform that could improve their operational workflows.

Puzzle implemented a white-glove migration service for Trivium, handling the entire process of pulling historical data and reconciling balances. This solution resulted in 80% of client books being migrated in two hours or less. The results were significant, with Trivium saving three hours per client monthly on the close and achieving a month-end close that runs at least three times faster since moving to Puzzle.

Trivium