Solutions
BY STAGE
Startups
Small Business
Scale-ups
BY USER
For Founders
For Accountants
For Accounting Firms
LEARN MORE
Puzzle vs Quickbooks
Embedded Accounting
Calculate Savings
API
How it Works
Certified Puzzle Experts
Resources
About
Blog
Security
Partner Rewards
Free Founder Guide
Why Puzzle?
Accounting & Tax 101
Puzzle vs. Quickbooks
Pricing
Back
Solutions
BY STAGE
Startups
Small Business
Scale-ups
BY USER
For Founders
For Accountants
For Accounting Firms
LEARN MORE
Puzzle vs Quickbooks
Embedded Accounting
Calculate Savings
API
How it Works
Certified Puzzle Experts
Get started for free
Resources
About
Blog
Security
Partner Rewards
Free Founder Guide
Why Puzzle?
Accounting & Tax 101
Get started for free
Puzzle vs. Quickbooks
Pricing
Get started for free
Book a demo
Log in
Log in
Book a demo
Get started for free
Get started for free

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Manually tagging transactions is outdated.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.

Let us help you solve your financial puzzles.

Thank you for being part of our Puzzle community. Stay tuned!
Oops! Something went wrong while submitting the form.
Unsubscribe anytime

Tools to help your business grow

Clear all
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Startup Accounting

A guide to tax season for founders

For U.S.-based startups, tax season is a nearly universal pain point. That’s why Puzzle has put together the comprehensive guide to tax season for founders
"Get ready for tax season with expert insights from Puzzle. Learn year-round habits, why you shouldn't DIY taxes, and secrets from tax accountants to ensure your startup's financial success. Read more on Puzzle.io.
Startup Accounting

A founder’s guide to navigating crypto taxes

All startup taxes are complicated. In crypto, you also have to factor in different sources, wallets, exchanges, and transaction histories across many platforms — the process is daunting.
Stay compliant with crypto tax regulations. Our founder's guide covers essential tips and strategies for managing cryptocurrency taxes effectively. Learn more on Puzzle.io.
Product Updates

Product updates: February 2023

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 February 2023 product update. Discover new features like one-click tax package export, Spotlight for new vendors, bill upload functionality, and auto-import of Mercury bank statements. Enhance your financial management.
Startup Accounting

A financial guide for the first-time founder

Raising capital for your startup is one of the greatest milestones for a founder. It’s also one of the most complex.
Navigate your startup's finances with confidence. Our comprehensive guide offers first-time founders crucial insights on budgeting, fundraising, and financial management. Read more on Puzzle.io.
Startup Accounting

3 financial red flags to avoid by Village Global

Early-stage founders need every possible advantage to distinguish themselves. That means knowing your business inside and out
Discover crucial financial red flags every startup founder should avoid. Learn from Village Global's expert advice to ensure your business stays on track. Read more on Puzzle.io.
Startup Accounting

Knowing your numbers: 3 tips from General Catalyst

Let’s be upfront: If your startup doesn’t have a tight handle on its financials, your chances of securing (much less retaining) venture capital will be slim.
Secure VC funding by mastering your financials. Learn crucial tips from General Catalyst on knowing your numbers, managing burn rate, and crafting effective investor updates. Enhance your startup's financial strategy with expert insights. Read more on Puzzle.io.
Previous
Load more
No results found.

Case studies

How Paradigm (YC W24) Simplified Financial Management with Puzzle

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

Founder Accounting 101 Guides

Accounting
101
Guide to filing taxes
Cash vs Accrual Accounting
Key financial metrics (and why investors ask)

Upcoming events

View All
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
View All
Product
Founders
Accountants
Accounting Firms
Small Business
Testimonials
API
Case Studies
FAQs
Integrations
Company
About
Careers
Blog
Security
Partner
Resources
Founder Resources Hub
Accounting and Tax 101
Demo Videos
Partner Rewards
Accountant Certification
Help Center
Find an Accountant
Time Savings Calculator
Copyright © 2025 Puzzle Financial Inc. All rights reserved.
Terms of Service
Privacy
Security