Smarter, Faster, and Easier: Introducing Bulk Classifications and Rules

Ever spent hours tagging transactions one by one?

Today, we're thrilled to announce the release of Bulk Classifications and Classification Rules for all Puzzle users. These new features transform how you manage transaction classifications, automating tedious manual work and bringing enterprise-grade financial visibility to businesses of all sizes—whether you're a startup founder or an accounting professional.

The real pain of transaction classification (and why it needs fixing)

For years, accountants and finance teams have wrestled with the same time-draining ritual: manually tagging, categorizing, and re-checking transactions—over and over again. We've heard countless stories of:

"We spend hours each month classifying one transaction at a time."

"We keep a whole spreadsheet just to track our classification logic. It's easy to miss things."

"If I could set it and forget it, I'd never look back."

After closely observing how firms across industries handle this work, we saw a clear opportunity to eliminate repetition and reduce human error.

Introducing two new classification features that save hours of work

Classifications (sometimes called classes or departments) are tags that help you track financial data across different segments of your business. They answer questions like:

• How much is each department spending?
• Which locations are most profitable?
• What's the cost breakdown for each project?

At Puzzle, you can already assign classifications to MJEs, Bills, Invoices, and Prepaids—but with these new capabilities, transaction-level classification becomes significantly faster and more automated.

Here's what's new:

Bulk Classifications

Select and classify multiple transactions at once—just like you would for a single one. Perfect for clean-up, review, and catch-up work.

Classification Rules

Set it once, apply it forever. Create auto-classification rules that automatically tag transactions based on criteria you define.

Why this matters for accountants and business owners alike

These new features elevate how you work with classifications in ways traditional accounting software can't match:

• Save valuable time by eliminating repetitive manual work that drains productivity
• Gain deeper business insights with consistent departmental reporting that drives decisions
• Maintain data quality through automation that reduces human error
• Scale operations without proportionally increasing finance headcount
• Close books faster with streamlined classification workflows

Unlike QuickBooks and other legacy systems, Puzzle delivers these capabilities with no add-ons required, intuitive workflows designed for real users, real-time updates across all reports, and a scalable system that grows with your business—all without requiring technical skills or complex setups.

And as accounting moves increasingly toward AI-assisted workflows, these automation features align perfectly with the industry's direction—giving you the foundation for more intelligent, real-time financial management while reducing manual intervention.

How to use Bulk Classifications: Classify multiple transactions at once

Bulk Classifications let you apply the same classification to many transactions simultaneously—no more clicking through them one by one.

Here's how it works:

1. Go to your Transactions list
2. Select multiple transactions by checking the boxes next to each one
3. Click "Classifications" at the bottom of the screen
4. Choose the classification you want to apply (e.g., Department: Marketing)
5. In moments, all selected transactions will reflect the new classification

This feature is perfect for catching up on unclassified transactions or making batch corrections when needed.

How to create Classification Rules: Set it and forget it

Classification Rules automate your workflow by creating "set it and forget it" rules that automatically apply classifications based on transaction patterns.

Here's how to set them up:

1. Navigate to the "Rules" section
2. Create a new rule by specifying a condition—like if the description contains "AWS"
3. Choose the classification you want Puzzle to apply when that condition is met
4. Decide if the rule should apply to future transactions only or all transactions (past and future)
5. Click "Save" and watch your classifications happen automatically

This feature shines with recurring expenses like monthly software subscriptions, office rent, or any transaction pattern that follows a predictable rule.

Ready to start saving time with automated classifications?

Both features are available now to all Puzzle accounts at no additional cost.

Need help? Book a setup session or explore our Help Center for guided walkthroughs.

Not using Puzzle yet? Start a free trial to see how these features can transform your accounting workflow. Connect your accounts in minutes and experience the power of automated classifications firsthand.

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