Why operators leave Puzzle
Solid single-entity bookkeeping — but only one entity
Puzzle is well-designed for a single business. The moment you open a second LLC or acquire a company, you are managing two disconnected Puzzle accounts.
No intercompany eliminations
Puzzle has no mechanism for eliminating intercompany transactions. Owner loans and management fees appear in both entities and double-count in any manual consolidation.
Consolidation requires external spreadsheets
Multi-entity operators export from each Puzzle account and combine in Excel. This is fragile, slow, and error-prone every month.
Reporting depth is limited
Puzzle reports are clean for single-entity use but lack the drill-down and cross-entity analytics that scaling operators need.
How to migrate from Puzzle to FIRMA
- 1
Settings → Export CSV
Log into Puzzle and go to Settings → Export Data. Download your Chart of Accounts CSV and Transaction History CSV. Puzzle exports are clean and well-structured.
- 2
Standard COA imports cleanly into FIRMA
Puzzle uses standard account types that map directly to FIRMA. Your chart of accounts imports with no remapping. Account numbers and names transfer as-is.
- 3
Map Puzzle accounts to FIRMA entities
If you have multiple entities, create each one in FIRMA under Settings → Entities. Assign the imported accounts and transactions to the correct entity during import.
- 4
Import historical transactions
In FIRMA, go to Settings → Import Data. Upload your Puzzle transaction CSV. FIRMA validates each transaction and flags any that need category review before posting.
- 5
Configure intercompany rules
This is where FIRMA goes beyond Puzzle. Go to Settings → Intercompany Rules and define elimination entries for owner loans, management fees, and intercompany payables. FIRMA applies them automatically in consolidated reports.
What carries over from Puzzle
| Data type | Status |
|---|---|
| Chart of accounts | Carries over |
| Transactions | Carries over |
| Bank connections (reconnect after import) | Carries over |
| AI categorization rules | Does not carry |
Ready to make the switch?
Most teams complete migration in under 2 hours.
Schedule a migration call