3 New Ways Puzzle Saves You Time

Who doesn't want more time in their day? We all want accurate books—the real question is, how fast can we get them. Software and AI are changing the game for accounting, and Puzzle is leading the charge.

We've just launched 3 new features that save you an extra 15% of your time, every single month. We're redefining what "quick" means in 2025, and we're just getting started.

1. Vendor Consistency: Prevent Errors Before They Happen

The best way to avoid mistakes is to prevent them from happening in the first place. One of the most common (and costly) places for accounting errors is inconsistent vendor names.

Even a minor typo or unintended change can disrupt reports, journal entries, and overall data integrity. That's why we built vendor consistency into Puzzle — so your vendor names stay clean across manual entries, splits, and reports.

What this means for you: No more reconciliation headaches from multiple variations of the same vendor. Cleaner books, faster month-end close, and more accurate reporting without the extra effort.

2. Vector Categorization: AI That Actually Works

Vector models are a powerful part of our categorization workflow, which includes 100,000+ industry-segmented rules, AI vendor lookup, AI categorizer, and AI email assignment flows.

This isn't just better than QuickBooks — it's redefining the entire workflow to save you hours each month.

Before Puzzle: Categorization often involved guesswork: searching online, sending emails for clarification, waiting for replies, or relying on memory to create manual rules. It was time-consuming, inconsistent, and prone to error. Not quick. Not very accurate.

With Puzzle: You get:

• 50,000+ curated vendor rules
• 100,000+ auto-generated industry rules
• A vector similarity model that finds "lookalikes" when the system doesn't know
• A system that learns from you—you never categorize the same thing twice

And if AI's not your thing? No problem—you can still do it manually. The system just gets smarter.

Quick. Accurate. The way accounting should be.

3. Bulk Transaction Classification: Work Smarter, Not Harder

Transaction management is now smoother than ever with two powerful new features:

Bulk Classifications: Select multiple transactions and apply classifications all at once, just like you would for a single transaction. Quick, easy, and efficient.

Classification Rules: Create rules to automatically classify transactions—either directly from the transaction side drawer or from the rules page. Set it once, and let the system do the work for you going forward.

"We've seen clients cut their transaction management time by up to 40% using the new bulk classification tools," shares Luke Frye, Head of Customer Success at Puzzle. "What used to take hours now takes minutes."

Bonus: Light Mode Is Here!

We're excited to announce the launch of one of our most-requested features—light mode is now available.

Designed to enhance visibility and reduce visual strain, this cleaner, brighter interface helps you navigate, categorize, and review with less friction—so you get to accurate books even faster. Whether you prefer light or dark mode, the choice is now yours with a single click.

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Ready to save time and get more accurate books? Try Puzzle today or see these new features in action by scheduling a quick demo.

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