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Manually tagging transactions is outdated.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

Accrual Basis versus Cash Basis Accounting for Startups

Understand the key differences between accrual basis and cash basis accounting for startups. Puzzle.io’s guide explains how each method impacts financial reporting, tax liabilities, and investor relations. Learn which approach is best for your business.
Puzzle Guides

Avoiding Tax and Accounting Mistakes for Early-Stage Founders

In this guide, we'll discuss common mistakes that startup founders often encounter and provide suggestions to help you avoid these pitfalls. These tips will empower you to steer your business toward financial success.
Learn how to avoid common tax and accounting pitfalls as an early-stage founder. Discover best practices for payroll, tax filings, bank reconciliations, and separating personal and business expenses to ensure financial success. Read more on Puzzle.io.
Product Updates

Why Funded Startups Love Brex and Puzzle

Learn why startup founders are turning to Brex, an all-in-solution for operating accounts, credit cards, bill pay, and even expense management. With their deep integration to Puzzle, 99% of Brex credit card transactions are auto-categorized in Puzzle. This means users can access accurate, real-time accounting and insights directly in Puzzle.
Discover why 1 in 4 venture-backed startups choose Brex for their fintech needs. Learn about seamless integrations with Puzzle, efficient cash management, and benefits tailored for tech founders. Read more on Puzzle.io.
Product Updates
Startup Accounting

The Ramp-Puzzle Integration Reduces Manual Spend Categorization by 50%

Streamline accounting with Ramp's Accounting API and Bill Pay API! Save time, eliminate manual work, and become more efficient.
Discover how the Ramp-Puzzle integration cuts manual spend categorization by 50%. Automate transactions, bill payments, and expense categorization with real-time accounting. Read more on Puzzle.io.
Product Updates
Startup Accounting

The Definitive Guide to 409A Valuation for Founders

Learn everything about 409A valuations for startups on Puzzle.io. Our definitive guide covers the importance, process, and benefits of 409A valuations, ensuring compliance and strategic equity compensation. Discover how to navigate 409A regulations effectively.
Customer Stories

Harnessing the Power of Puzzle Coming out of Y Combinator

Learn how Clearspace leverages Puzzle.io for financial clarity post-Y Combinator. Discover the benefits of real-time accounting, efficient financial meetings, and enhanced investor reports for startup growth and success.
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