Puzzle.io is a solid modern bookkeeping tool. But when your clients need proposals, contracts, or a portal — you're back to duct-taping more apps together. FIRMA gives you the full stack.
Try FIRMA free for 14 daysPuzzle covers your books. But a complete service business needs more.
E-sign client agreements, MSAs, NDAs, and service contracts — directly in your books platform.
Send branded proposals with tiered packages. Clients sign online and you get paid immediately.
Give clients a white-labeled home base for files, updates, invoices, and project status.
| Feature | FIRMA | Puzzle.io |
|---|---|---|
| P&L, Balance Sheet, Cash Flow | ✓ | ✓ |
| Bank Reconciliation | ✓ | ✓ |
| Journal Entries & Chart of Accounts | ✓ | ✓ |
| Expense Tracking | ✓ | ✓ |
| Tax-Ready Exports | ✓ | ✓ |
| Invoicing | ✓ | ✓ |
| Contract E-signatures | ✓ | — |
| Client Proposals | ✓ | — |
| White-label Client Portal | ✓ | — |
| Appointment Scheduling | ✓ | — |
| Client Onboarding Automation | ✓ | — |
| Internal Docs & Team Wiki | ✓ | — |
| Multi-entity (Multiplace) | ✓ | — |
| HIPAA BAA available | ✓ | — |
We handle the migration. Your chart of accounts, transactions, and history come with you.
Start your free trial →