New In Puzzle: Task & Status Dashboard Cards

Whether you're a founder trying to close books fast enough to make next week's decisions, or an accounting firm managing dozens of clients, you shouldn't have to hunt through software just to figure out what needs attention.

Yet that's exactly what happens with QuickBooks. You log in, click around multiple pages, and slowly piece together: Are my integrations working? What transactions need categorizing? Is anything blocking my month-end close?

As Renato from Parallel put it: "It was like pulling teeth to find basic information" —describing a 40-click journey just to get to a P&L in QuickBooks. Our research shows 40% of our new customers mention QuickBooks dissatisfaction as their top reason to switching, with interface complexity being a top complaint.

Status & Task Cards eliminate that guesswork

Three Cards, Total Clarity

Instead of hunting through menus, get immediate answers to the questions that matter most:

Account Status Card

See your setup progress, integration health, and reconciliation status at a glance. Know immediately if something's broken or needs attention.

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Categorization Status Card

See exactly how much categorization work remains with clear percentages. Know instantly whether you're ready to close books and unlock accurate insights.

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Tasks Card

Get a prioritized list of what actually needs your attention: high-priority transactions, inconsistencies to resolve, category requests—ranked by impact and urgency.

From Reactive to Proactive, Built for Modern Teams

These cards change how you work. Instead of discovering problems during month-end close when it's too late, you address issues as they surface.

For founders: Instant clarity and knowing if your books are up to date. Make faster decisions with confidence in your data.

For accounting firms: Scale client management without scaling headaches. See at a glance  what needs attention and prioritize accordingly.

Status & Task Cards are available today for customers on the Accounting + Insights plan. Just login to your dashboard, and click "customize" in the top right corner.

👉 Try it in-app

👉 Upgrade to Accounting plus Insights

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