Free Resources By Puzzle

ARTICLE - 
3
 MINUTE READ

What’s New at Puzzle (Bookkeeper Edition) - September 2024

We wanted to share 15 of the new features we have and will be shipping to make bookkeeping more accurate, faster, and hopefully more enjoyable on Puzzle. If you would like to see a sneak peak of any of these, let us know.‍
15 new features we've shipped and are continuing to work on to make bookkeeping more accurate, faster, and hopefully more enjoyable on Puzzle.
Sasha Orloff
Cofounder & CEO @ Puzzle
ARTICLE - 
 MINUTE READ

How to Incorporate a Startup: From Idea to Launch

The journey from idea to a legally recognized entity. Importance of proper incorporation for legal and financial protection. Steps to incorporation (filing paperwork, choosing a business name). Benefits of incorporating early (liability protection, tax benefits). How Puzzle makes specific steps at this stage easier.
The journey from idea to a legally recognized entity. Importance of proper incorporation for legal and financial protection. Steps to incorporation (filing paperwork, choosing a business name). Benefits of incorporating early (liability protection, tax benefits). How Puzzle makes specific steps at this stage easier.
Helen Chong
Growth @ Puzzle
ARTICLE - 
 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 - 
2
 MINUTE READ

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 - 
 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

Puzzle Picks

ARTICLE - 
3
 MINUTE READ
What’s New at Puzzle (Bookkeeper Edition) - September 2024
We wanted to share 15 of the new features we have and will be shipping to make bookkeeping more accurate, faster, and hopefully more enjoyable on Puzzle. If you would like to see a sneak peak of any of these, let us know.‍
15 new features we've shipped and are continuing to work on to make bookkeeping more accurate, faster, and hopefully more enjoyable on Puzzle.
Onboarding
Sep 22
Startup Accounting
5 Nov
How to Incorporate a Startup: From Idea to Launch
The journey from idea to a legally recognized entity. Importance of proper incorporation for legal and financial protection. Steps to incorporation (filing paperwork, choosing a business name). Benefits of incorporating early (liability protection, tax benefits). How Puzzle makes specific steps at this stage easier.
The journey from idea to a legally recognized entity. Importance of proper incorporation for legal and financial protection. Steps to incorporation (filing paperwork, choosing a business name). Benefits of incorporating early (liability protection, tax benefits). How Puzzle makes specific steps at this stage easier.
Onboarding
Sep 22
Company Dispatch
15 Nov
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
Onboarding
Sep 22
Company Dispatch
14 Nov
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
Customer Stories
21 Nov
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.

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Puzzle Guides

Investor reporting: everything you need to know

Learn how to simplify monthly investor reporting with Puzzle.
Master investor reporting with Puzzle's guide. Learn to provide accurate, real-time updates on cash burn, runway, and ARR to inspire investor confidence. Read more on Puzzle.io.
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A software founder's guide to categorizing transactions

Learn how to automate financial categorization with Puzzle.
Learn how to categorize transactions effectively to maintain accurate financial records. Discover tips for using Puzzle's automated rules to streamline the process and ensure reliable financial statements for your startup. Read more on Puzzle.io.
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How Puzzle safely connects your startup’s financial data

Learn how Puzzle connects and protects your financial data.
Learn how Puzzle securely connects your startup's financial data for real-time insights and seamless integration. Discover benefits of encrypted data and automated statements. Read more on Puzzle.io.
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Product update - December 2022

Here are some of our favorite product updates. We love feedback, so please tell us what else we can build for you at feedback@puzzle.io.
Explore Puzzle.io’s December 2022 product update. Discover the new real-time Monthly Checklist, Spotlight for financial comparisons, enhanced payroll accounting transparency, and improved cash reconciliation status. Elevate your financial management today.
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Product update - October 2022

Here are some of our favorite product updates. We love feedback, so please tell us what else we can build for you at feedback@puzzle.io.
Discover Puzzle.io’s October 2022 product update. Learn about automated financials delivered on the 1st, improved CSV uploader tool, faster transaction processing, accurate bank opening balance calculations, and enhanced duplicate detection. Enhance your financial management.
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Product update - November 2022

Here are some of our favorite product updates. We love feedback, so please tell us what else we can build for you at feedback@puzzle.io.
Explore Puzzle.io’s November 2022 product update. Discover automated bank and credit card reconciliations, enhanced reconciliation UX, data epoching for better data control, and vendor transaction filtering. Elevate your financial management today.
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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?
How to Incorporate a Startup: From Idea to Launch
The journey from idea to a legally recognized entity. Importance of proper incorporation for legal and financial protection. Steps to incorporation (filing paperwork, choosing a business name). Benefits of incorporating early (liability protection, tax benefits). How Puzzle makes specific steps at this stage easier.
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