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Top Picks By Puzzle

ARTICLE 
- 
4
 MINUTE READ

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

Manually tagging transactions is outdated. Puzzle now offers Bulk Classifications and Classification Rules—two powerful features that automate how you tag and track financial data across departments, locations, and projects. Whether you’re cleaning up past records or setting up recurring rules for future transactions, this release saves hours of work while improving reporting accuracy and closing speed. Learn how to use these tools and start automating your workflow today.
Stop tagging transactions one by one. Puzzle’s new Bulk Classifications and Rules automate your workflow—saving time, reducing errors, and delivering real-time visibility for every department, location, or project.
Denny Hollick
Head of Product Marketing
ARTICLE 
- 
4
 MINUTE READ

Puzzle + Joiin: Multi-Entity Reporting Without the ERP Headache

Growing businesses often face increased financial complexity—especially when expanding across multiple entities. Traditionally, this meant cobbling together spreadsheets or prematurely adopting complex ERP systems. The new Puzzle + Joiin integration eliminates these tradeoffs. It enables fast, automated, multi-entity financial reporting with consolidated dashboards, custom report packs, and support for international operations—without switching systems or bloating your budget.
Simplify multi-entity financial reporting with the new Puzzle + Joiin integration. Consolidate entities, automate workflows, and scale without switching to a costly ERP.
Denny Hollick
Head of Product Marketing
ARTICLE 
- 
 MINUTE READ

The New AI Accounting Building Blocks

While most accounting AI tools race to deliver speed, Puzzle has built something more fundamental: provable accuracy. Discover how our AI accounting building blocks are transforming financial workflows with intelligent categorization, reconciliation, and error detection—all while empowering accountants rather than replacing them. See why leading firms are calling this accounting's "GPS moment."
Puzzle's accuracy-first AI accounting tools help firms deliver error-free financials through intelligent transaction categorization, vendor reviews, and real-time accuracy checks. Built with accountants, not against them.
Sasha Orloff
Cofounder & CEO @ Puzzle
ARTICLE 
- 
 MINUTE READ

Puzzle’s Stripe Integration: Everything You Need to Know

No more sifting through cluttered spreadsheets or navigating third-party connectors to import transaction data to your general ledger. Puzzle’s Stripe integration enables both formation and growth-stage companies to stream high volumes of Stripe transactions directly into our accounting software.
No more sifting through cluttered spreadsheets or navigating third-party connectors to import transaction data to your general ledger. Puzzle’s Stripe integration enables both formation and growth-stage companies to stream high volumes of Stripe transactions directly into our accounting software.
Denny Hollick
Head of Product Marketing
ARTICLE 
- 
 MINUTE READ

Whitepaper: How Forward Thinking Firms are Balancing The Books with AI

This practical guide provides a step-by-step blueprint for accounting firms ready to move beyond analysis paralysis and embrace AI as a strategic advantage.
This practical guide provides a step-by-step blueprint for accounting firms ready to move beyond analysis paralysis and embrace AI as a strategic advantage.

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Startup Accounting

How AI Will Impact Accountants and Bookkeepers

Will AI Replace Accountants? No, here’s why. Learn how innovative accounting software will enhance the capabilities of accountants and make them more efficient and effective instead of replacing them. Technology will ensure that accountants remain at the forefront of the financial landscape.
Explore how AI is transforming the accounting profession. Learn how automation and AI tools can enhance efficiency, save time, and empower accountants to focus on higher-value tasks. Discover more on Puzzle.io.
Fundraising Tips

When To Trust Your Data vs. Your Gut Instincts By Felicis Ventures

Discover when to trust data versus gut instincts in decision-making with insights from Felicis Ventures on Puzzle.io. Learn the balance between analytical and intuitive approaches to optimize startup success and strategic planning.
Product Updates

New Feature Release: Can AI Categorize My Transactions For Me? (and more!)

Explore how Puzzle.io leverages AI to automate transaction categorization, saving time and ensuring accuracy. Learn about the benefits of AI categorization and other new features designed to simplify your startup's financial management.
Customer Stories

How Puzzle helps SaaS founders with metrics

Discover how Puzzle.io empowers SaaS founders with real-time metrics, automated financial statements, and insightful analysis. Learn how Myko AI streamlined their financial processes for high-ROI business decisions. Simplify your startup’s financial management today.
Startup Accounting

Puzzle is SOC2 Compliant

Your data, your control.
Learn how Puzzle ensures top data security with SOC2 compliance. Discover how Google Cloud, Workspace, and Vanta protect your financial data through encryption and access controls. Read more on Puzzle.io.
Fundraising Tips

Fundraising Tips #2: Learning from Mistakes

Fundraising tips for startup founders looking to raise venture capital.
Boost your fundraising strategy with insights from General Catalyst. Learn to craft a strong pitch, build relationships, and secure the right investors. Read more on Puzzle.io.
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How Paradigm (YC W24) Simplified Financial Management with Puzzle

How Ternwheel Slashed Month-End Close Time by 98% With Puzzle

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