Move from Puzzle
Leave Puzzle for free with one ledger export.
Export your general ledger and monthly reports from Puzzle, then upload them. The agent rebuilds every month and checks it against Puzzle's own numbers.
The proof
Every month from Puzzle, checked to the cent.
The agent rebuilds your books in a staging copy first. When the file carries the old books' own numbers, a running Balance column or monthly balance sheets and profit and loss reports, it checks every month-end against them to the cent.
- Your chart of accounts, as named in the general ledger
- Every ledger line in the export, grouped into balanced entries
- The vendor or customer named on each line
- Opening balances, from the export's beginning balances or Puzzle's own month-end numbers
- Puzzle's monthly balance sheet and profit and loss, used as the answer key for the tie-out
- Bank and card statement balances, when you add a statements file
How the check works
It always checks that every entry balances and that assets equal liabilities plus equity, and it checks each bank and card balance against any statements you upload. Where the answer is clear, such as a missing opening balance, it explains and fixes the difference; the rest become questions for you. You get a tie-out report, as PDF and Excel, with every month, every account and every difference. Suspected mistakes in the old books go on a separate cleanup list.
How it works
5 steps, and you approve once.
Export your books from Puzzle
In Puzzle: Downloads › General Ledger (detail) as CSV. Add the Chart of Accounts too. Export Puzzle's monthly balance sheet and profit and loss too: the agent uses them to prove each month-end.
Upload the files and connect your banks
Drop in the files. You link your banks and cards with read-only access by signing in to each one through Stripe, or connect Mercury, Brex and Ramp directly with an API token, and Stripe payments by approving our read-only Stripe App. After go-live they post only transactions dated after your last moved month, so nothing posts twice.
The agent rebuilds your books
It reads Puzzle's layout, skips title, subtotal, total and ending-balance rows, and groups every ledger line into balanced entries. It maps each account and posts your full history into a staging copy.
The agent proves every month, and you answer the rest
The agent ties each month-end to Puzzle's own balance sheet and profit and loss. Anything it cannot resolve comes to you as a short, grouped question.
You approve once, and your books go live
One approval moves your history out of staging. You can undo the whole import for 30 days. Keep Puzzle until your first month closes in Accountable.
Questions about moving from Puzzle
What does the move cost?
Nothing, on every plan, including Free. Puzzle charges $149 per system to move books in; moving to Accountable is free for every company.
Why an export instead of a connection?
The export is complete and takes one download. Puzzle's MCP server is in alpha and asks you to sign in again every 5 days, which is fragile for a one-time move.
Do my receipts come over?
Puzzle's export carries the ledger, not the files, so receipts stay in Puzzle. Download the ones you need and attach them to their transactions in Accountable.
What happened to Puzzle?
On September 2, 2026, Accrual agreed to buy Puzzle's accounting-firm business and its ledger and close technology. Founder Sasha Orloff is moving to Accrual. The startup product keeps running under the Puzzle brand.
How long does it take?
Most of the work is machine time. You get the tie-out report within 48 hours of uploading the files.
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