What Puzzle signals well
Puzzle uses a modern AI accounting message: continuous reconciliation, faster close, and instant finance visibility. FIRMA should learn from that clarity.
Where FIRMA can differentiate
Service businesses need more than the close: client intake, proposals, contracts, invoices, documents, scheduling, and operating context.
FIRMA angle
Position FIRMA as the connected business-and-finance system for owners who want finance answers from the same place their client work happens.
Use this as a buying checklist.
A serious financial software buyer should ask how the platform handles source evidence, approval before posting, accountant access, migration review, role-based access, exportability, and comparison with the tools already in use.
FIRMA should answer those questions with product workflows, not unsupported compliance, tax, savings, or customer claims.