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Puzzle Case Studies

  • How Moio Reduced Annual Bookkeeping Costs by $6K Using Puzzle

    Matic PelclCo-Founder & CEO

  • How Parallel Built a High-Margin Bookkeeping Business with Puzzle

    Renato VillanuevaFounder and CEO
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    Customer References48 total
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    Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.

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    4.7 / 5.0
    Customer References19 total
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    Traction Complete develops software that enhances the native capabilities and functionality of Salesforce, with a complete suite of solutions for effortless account hierarchies and simplified, seamless lead management. On a mission to empower go-to-market leaders everywhere to transform revenue operations in Salesforce.

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    4.7 / 5.0
    Customer References4 total
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    Tyms® is an AI-powered finance and accounting automation software built for CFOs, accountants, bookkeepers and business owners. Tyms® makes it possible for SMBs and startups finance team to automate their entire business financial accounting processes, from bookkeeping, financial statements preparation, advanced inventory, payables, receivables, budgeting, bank sync and reconciliation.

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