Eagle Rock CFO vs Puzzle

Puzzle has built AI-native bookkeeping software targeting early-stage companies, with automated transaction categorization, cash and accrual books, and basic financial statements. Their free tier for companies with under $5k in monthly expenses has made them accessible to early-stage companies. Their platform integrates with Stripe, Brex, and Gusto, which simplifies the financial stack for early-stage businesses. For companies that need automated transaction categorization and basic financial visibility, Puzzle provides a modern interface at growth-friendly pricing.

Eagle Rock CFO is not software—it is your finance office. We close your books, prepare your financial statements, and deliver the CFO-level strategic context that bookkeeping software cannot provide. Our team includes operators who have sat in CFO seats at companies that navigated growth, fundraising, and exits. We use AI-powered analytics to enhance our work, but the insight comes from experienced professionals who understand what the numbers mean for your business. You get a team that both does the work and helps you make decisions based on it.

Automated transaction categorization and basic bookkeeping at growth-friendly pricing. You have an early-stage company with straightforward transactions and you want software to handle categorization. Your primary need is financial visibility at the transactional level, not strategic guidance.

A team that actually does your accounting work and delivers CFO-level strategic guidance. You need someone to close your books, interpret the results, and help you make decisions—not just categorize transactions. Your business needs ongoing strategic financial leadership, not bookkeeping automation.