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Filed vs Puzzle: Which Finance AI Is Better in 2026?

Compare pricing, features, integrations, verified reviews, AI capabilities, security, and customer satisfaction, side by side, with no marketing spin.

Rating
,
Reviews
0
From
Custom

in Finance AI

Leads 2/9
Rating
,
Reviews
0
From
Free

in Finance AI

The Short Answer

Filed vs Puzzle, in 15 seconds

Choose Filed if…

  • You want to trial before paying

Choose Puzzle if…

  • You want the lower entry price
  • You need a genuinely free plan
  • You want deeper AI and automation features

Head-to-Head Scorecard

How Filed and Puzzle score

Puzzle leads on 2 of 9 measured dimensions.

  • Customer Rating

    Average score from verified user reviews

    Even
    Filed
    No reviews
    Puzzle
    No reviews
  • Review Volume

    Number of verified reviews, a proxy for adoption

    Even
    Filed
    0
    Puzzle
    0
  • Entry Pricing

    Lowest published starting price (free plan = lowest)

    Puzzle
    Filed
    Custom
    Puzzle
    Free
  • Free Access

    Availability of a free plan and/or free trial

    Even
    Filed
    Free trial
    Puzzle
    Free plan
  • Integrations

    Number of listed third-party integrations

    Even
    Filed
    6
    Puzzle
    6
  • Features

    Number of listed product capabilities

    Even
    Filed
    6
    Puzzle
    6
  • AI Features

    Capabilities mentioning AI, automation or ML

    Puzzle
    Filed
    ,
    Puzzle
    1
  • Security & Compliance

    Number of listed compliance certifications

    Even
    Filed
    2
    Puzzle
    2
  • Platforms & Deployment

    Supported platforms and deployment options

    Even
    Filed
    4
    Puzzle
    4

Feature Comparison

Filed vs Puzzle feature breakdown

Search or filter the full feature matrix, core features, AI, integrations, APIs, security and compliance.

Filed
Puzzle
Overview
User rating
,
,
Pricing model
Subscription
Per Month (Flat)
Starting price
Custom
Free
Free version
Free trial
Features
Key capabilities
Tax data extractionReturn preparationWorkpaper draftingReview checklistsSource document extractionWorkpaper generation
Automated categorizationReal-time financialsStartup metricsAccountant collaborationERP syncAudit trail
AI features
,
Automated categorization
Integrations & API
Integrations
CCH AxcessUltraTax CSLacerteDrake TaxQuickBooksExcel
NetSuiteQuickBooksXeroSage IntacctSalesforceSlack
Public API
Platforms
Deployment
CloudSaaS
CloudSaaS
Platforms
WebAPI
WebAPI
Mobile support
Security & Compliance
Compliance
SOC 2IRS Pub 4557
SOC 1SOC 2
Vendor
Company
,
,
Verified
Founded
2023
2019
Headquarters
,
San Francisco, California, USA

Pricing Comparison

Filed vs Puzzle pricing

Entry pricing, plan tiers and the cost factors that shape total cost of ownership.

Filed

Custom to start
ProCustom
  • Email support
  • Return preparation
  • Higher usage limits
  • Integrations
EnterpriseCustom
  • Dedicated support
  • Workpaper drafting
  • Review checklists
  • Everything in Pro

Puzzle

Free to start
FreeFree
  • Automated categorization
  • Limited monthly usage
  • Community support
ProCustom
  • Real-time financials
  • Email support
  • Higher usage limits
  • Automated categorization
EnterpriseCustom
  • Startup metrics
  • SSO and admin controls
  • Dedicated support
  • Everything in Pro

Total cost of ownership factors

Free planFiled Puzzle
Free trial to evaluateFiled Puzzle
Transparent published pricingFiled Puzzle
Public API (build vs. buy add-ons)Filed Puzzle

Beyond list price, factor in implementation, training, add-ons and per-seat scaling when estimating total cost of ownership.

Pros & Cons

Filed vs Puzzle: strengths and trade-offs

Filed

Pros

  • Free trial offered
  • Compliance: SOC 2, IRS Pub 4557
  • Public API available

Cons

  • No free plan
  • Pricing is quote-based (less transparent)

Puzzle

Pros

  • Free plan available
  • Compliance: SOC 1, SOC 2
  • Stronger AI / automation features
  • Public API available

Cons

    Buyer Fit

    Who should use Filed vs Puzzle?

    Startups

    Puzzle

    Puzzle keeps early-stage costs lowest with its entry tier.

    Small businesses

    Puzzle

    Puzzle offers the most accessible pricing for lean teams.

    Agencies

    Either

    Either connects to more tools for multi-client workflows.

    Enterprises

    Either

    Either leads on compliance and breadth for complex needs.

    Ecommerce

    Puzzle

    Puzzle integrates with more of the commerce stack.

    SaaS companies

    Puzzle

    Puzzle is the more developer- and automation-friendly choice.

    Integration overlap

    Shared integrations (1)

    QuickBooks

    Only in Filed (5)

    CCH AxcessUltraTax CSLacerteDrake TaxExcel

    Only in Puzzle (5)

    NetSuiteXeroSage IntacctSalesforceSlack

    Keep Exploring

    Other alternatives worth considering

    Similar finance ai products buyers compare alongside Filed and Puzzle.

    Ask SIA which solution fits your business

    SIA, Saaskart's AI buying assistant, weighs Filed and Puzzle against your team size, budget, integrations and compliance needs, then recommends the right fit and the questions to ask each vendor.

    Get a personalised recommendation

    Filed vs Puzzle, Frequently Asked Questions

    What is the difference between Filed and Puzzle?

    Filed and Puzzle are both Finance AI solutions. Filed is rated 0.0/5 by 0 users, while Puzzle is rated 0.0/5 by 0 users. The main differences lie in pricing, features, and target audience.

    Which is better, Filed or Puzzle?

    Based on user ratings, Filed scores higher at 0.0/5. The best choice depends on your team size, budget, and specific requirements.

    Which is cheaper, Filed or Puzzle?

    Puzzle is the more affordable option with a free plan available.

    Does Filed or Puzzle have a free plan?

    Puzzle offers a free plan. Filed does not have a free tier but does offer a free trial.

    Can I switch from Filed to Puzzle?

    Switching between Filed and Puzzle is possible. Both support data export. Check integration compatibility and plan for data migration to minimise disruption to your team.

    Who should use Filed vs Puzzle?

    Filed is best suited for teams that prioritise enterprise features. Puzzle works well for teams looking to start free and scale.

    Our Verdict

    The bottom line on Filed vs Puzzle

    Best Overall

    Either

    It's a tie balances user satisfaction and proven adoption.

    Best for Startups

    Puzzle

    Puzzle has the friendliest entry point for new teams.

    Best for Enterprise

    Either

    It's a tie leads on compliance and feature breadth.

    Best Value

    Puzzle

    Puzzle delivers the lowest cost to get started.

    Best AI Features

    Puzzle

    Puzzle ships more AI and automation.

    Highest Rated

    Either

    Both earn equal user ratings.

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