
2 - 10 employees
Founded 2017
💼 Consulting
🤝 B2B
☁️ SaaS
Consulting • B2B • SaaS
Puzzle Solutions is a consultancy that builds expert systems and automations for accounting firms. It provides implementation, migration and automation services for accounting practice technologies (examples listed: XPM Implementation, XPM System Review, XPM Database Merge/Split, Xero HQ, Xero Report Templates, FYI Implementation and Automations, ClickUp Implementation). The firm is certified in FYI, XPM and ClickUp and says it has guided 150+ firms and 4,000+ users through implementations and migrations to help practices scale without increasing workload.
🔥 2 hours ago
Director managing 5 to 7 client projects at philanthropic advisory firm ViaNova. Supporting donor collaboratives and complex grantmaking initiatives with a focus on strategic development.