How Attivo Built an AI-Powered, Human-Led Firm with Brex and Puzzle

​From Spend to Strategy: How Attivo Built an AI-Powered, Human-Led Firm with Brex and Puzzle

Join Brex, Puzzle, and Attivo Partners for a live, behind-the-scenes look at how a modern accounting firm rebuilt its workflow to better serve 400+ VC-backed startup clients.

In this session, you’ll see how Attivo redesigned its finance stack around Brex and Puzzle to automate 90% of transactions, shift to exception-based review, and move senior accountants from processing to advising — without sacrificing control.

What you’ll learn
• How connecting spend management and AI-native accounting creates real-time control at scale
• What human-in-the-loop workflows look like in practice — and why they matter for accuracy and trust
• How modern firms unlock advisory capacity without adding headcount

Who should attend
• Forward-looking firms serving startups, SMBs and high-growth clients

Speakers
• Greg Capitolo — Co-Founder and Partner, Attivo Partners
• John Truong — Head of Innovation, Attivo Partners
• Sasha Orloff — CEO, Puzzle
• Anshul Shah — Head of Accounting Partnerships, Brex

Bring your questions. We’ll cover what’s actually working, what’s not, and what firms should do next.