Free Resources By Puzzle

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Puzzle’s Pledge To Accountants

At Puzzle, we believe in the power of collaboration and the importance of trust in the accounting industry. We understand that accountants are the backbone of businesses everywhere, and our mission is to empower you with the best tools and technology, not to compete with you.
Puzzle’s Pledge To Accountants
Sasha Orloff
Cofounder & CEO @ Puzzle
ARTICLE 
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 MINUTE READ

Introducing The New Puzzle Dashboard

The next generation of the Puzzle Dashboard features enhanced charts, deeper trend exploration, and a modern design to help you streamline financial analysis and decision-making
Discover the new Puzzle Dashboard, designed to help founders gain insights, spot trends, and streamline financial decision-making with details about your cash, burn rate, runway, spend, and revenue. Join our Beta program today!
The Puzzle Team
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 MINUTE READ

Introducing Smart Accounting Policies For Accountants

Accountants know the realities of the job all too well: mountains of spreadsheets, lengthy reconciliations, and hours of repetitive data entry. The work is fulfilling, but the daily process can be time-consuming and often overwhelming. What if there were a way to break free from this cycle, reclaim time, and dive deeper into the impactful work that matters?
Making Accounting Easier and More Enjoyable for Accountants with Accrual Automation
Sasha Orloff
Cofounder & CEO @ Puzzle
ARTICLE 
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3
 MINUTE READ

Why Decimal Chose Puzzle as Their AI-Native General Ledger Partner

Decimal, a leading modern accounting firm, partnered with Puzzle's AI-native general ledger to enhance operational efficiency and scale their services while maintaining quality across hundreds of clients.
Discover how Decimal transformed their accounting operations with Puzzle's AI-native general ledger, achieving 100% data accuracy and enhanced efficiency across hundreds of clients.
Denny Hollick
Head of Product Marketing

Puzzle Picks

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 MINUTE READ
The Only Bookkeeping Article You’ll Ever Need – For Founders
Most founders have hit the breaking point with bookkeeping advice. Between tax deadlines, financial management tips, and accounting jargon, it's impossible to know what actually matters. That's why we've created the only bookkeeping guide you'll ever need.
You'll get a practical roadmap to keep your books organized while you focus on what matters most: growing your company.
Onboarding
Sep 22
Feb 6
The Only Bookkeeping Article You’ll Ever Need – For Founders
Most founders have hit the breaking point with bookkeeping advice. Between tax deadlines, financial management tips, and accounting jargon, it's impossible to know what actually matters. That's why we've created the only bookkeeping guide you'll ever need.
You'll get a practical roadmap to keep your books organized while you focus on what matters most: growing your company.
Onboarding
Sep 22
Nov 21
Rob Owen's Journey with Puzzle
Rob Owen, a serial entrepreneur, operator, and ‘day-1’ hire at five startups, is currently leading a bootstrapped venture aimed at building an entry-level Financial Planning & Analysis (FP&A) platform. His company’s platform, MyRunwayHealth, allows early-stage startups to manage burn, budgeting, and forecasting without the complexity of FP&A platforms or hiring full-time finance resources.
Onboarding
Sep 22
Nov 14
Puzzle’s Pledge To Accountants
At Puzzle, we believe in the power of collaboration and the importance of trust in the accounting industry. We understand that accountants are the backbone of businesses everywhere, and our mission is to empower you with the best tools and technology, not to compete with you.
Puzzle’s Pledge To Accountants
Onboarding
Sep 22
Nov 15
Introducing Smart Accounting Policies For Accountants
Accountants know the realities of the job all too well: mountains of spreadsheets, lengthy reconciliations, and hours of repetitive data entry. The work is fulfilling, but the daily process can be time-consuming and often overwhelming. What if there were a way to break free from this cycle, reclaim time, and dive deeper into the impactful work that matters?
Making Accounting Easier and More Enjoyable for Accountants with Accrual Automation

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Customer Stories

First-Mover Advantage: How Trivium's Early Adoption of AI Accounting Cut Month-End Close Time in Half

Trivium consulting firm revolutionized their accounting processes by implementing Puzzle's AI-powered solution. The partnership resulted in 50% faster month-end closings, 81% automated reconciliations, and improved client communication. Their success story demonstrates how early adoption of AI technology can transform accounting workflows and enhance service delivery.
Discover how Trivium transformed their accounting workflow with Puzzle's AI solution, reducing bank reconciliation time from 2 hours to 5 minutes and achieving 81% automation.
Puzzle Guides

How to Calculate Your Runway: A Guide for Founders

Your complete guide to calculating runway—the number that determines whether your startup lives or dies.
Cash defines survival in startups. Learn how to accurately calculate your runway, track burn rate, and plan fundraising. Avoid common mistakes and use automation to improve financial planning in real time.
Customer Stories

How Central Built an AI-Powered Accounting Assistant Using Puzzle's Modern APIs

Central, a Y Combinator-backed fintech, redefined bookkeeping by creating an AI-powered Slackbot using Puzzle’s modern accounting APIs. After facing limitations with QuickBooks, Central leveraged Puzzle’s real-time data, developer-friendly APIs, and AI-ready platform to build a Slack-integrated solution that automates tasks, provides instant financial insights, and enhances customer experience. Learn how this innovation transformed their operations and set a new standard for accounting in fintech.
Discover how Central, a Y Combinator-backed fintech, revolutionized bookkeeping by building an AI-powered Slackbot with Puzzle’s modern accounting APIs. Learn how Puzzle enabled real-time data access, seamless integration, and intelligent automation to transform financial services.
Startup Accounting

Accounts Receivable for Startups: Streamline Your Finances with the CHARGE Framework

Most startups treat Accounts Receivable (AR) as an afterthought. When neglected, it creates a dangerous cycle: late payments pile up, payment terms get messy, and manual processes eat up valuable time. As companies scale and prepare for exits, AR creates bottlenecks that kill cash flow and operational efficiency.
Most startups treat Accounts Receivable (AR) as an afterthought. When neglected, it creates a dangerous cycle: late payments pile up, payment terms get messy, and manual processes eat up valuable time. As companies scale and prepare for exits, AR creates bottlenecks that kill cash flow and operational efficiency.
Startup Accounting
Puzzle Guides

The Only Bookkeeping Article You’ll Ever Need – For Founders

Most founders have hit the breaking point with bookkeeping advice. Between tax deadlines, financial management tips, and accounting jargon, it's impossible to know what actually matters. That's why we've created the only bookkeeping guide you'll ever need.
You'll get a practical roadmap to keep your books organized while you focus on what matters most: growing your company.
Customer Stories

Building a Modern Accounting Firm with Decimal and Puzzle

Puzzle partners with Decimal to revolutionize accounting firms, demonstrating how separate software and service companies can collaborate to empower accountants while countering industry threats from AI and tech giants.
Discover how Puzzle and Decimal's partnership creates the accounting firm of the future, combining AI-powered software with expert services while keeping both companies independent.
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Founder Accounting 101 Guides

Accounting
101
Guide to filing taxes
Cash vs Accrual Accounting
Key financial metrics (and why investors ask)

Upcoming events

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Founder Series

ICE SKATING UNION SQUARE w/Puzzle

When
Wednesday
DEC 4
Where
San Francisco,
California
Founder Series

Founder Padel League: Hosted by Vouch, Lazo, Puzzle & Startup Grind

When
Thursday
NOV 21
Where
San Francisco,
California
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Newsroom

Puzzle’s Pledge To Accountants
At Puzzle, we believe in the power of collaboration and the importance of trust in the accounting industry. We understand that accountants are the backbone of businesses everywhere, and our mission is to empower you with the best tools and technology, not to compete with you.
Introducing Smart Accounting Policies For Accountants
Accountants know the realities of the job all too well: mountains of spreadsheets, lengthy reconciliations, and hours of repetitive data entry. The work is fulfilling, but the daily process can be time-consuming and often overwhelming. What if there were a way to break free from this cycle, reclaim time, and dive deeper into the impactful work that matters?
Building a Modern Accounting Firm with Decimal and Puzzle
Decimal reached out to us to let us know they were looking for a modern general ledger that could support hundreds of their clients at scale, but with one unusual request beyond conversion and integration to their firm management solution—would we work alongside their team to help them design the firm of the future?
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