Top Picks By Puzzle

ARTICLE 
 MINUTE READ

Save Time on Every Reconciliation with Meow: Introducing Automated Statements

We're excited to announce that Puzzle now auto-loads PDF statements into reconciliations for select banking partners—starting with Meow. No more download-upload hassle each month. This update streamlines reconciliation workflows for teams of all sizes, with support for more partners coming soon.
We're excited to announce that Puzzle now auto-loads PDF statements into reconciliations for select banking partners—starting with Meow.
The Puzzle Team
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Manually tagging transactions is outdated.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

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Puzzle Guides

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.
Company Dispatch
Product Updates

Flip the Switch: Puzzle's New Light Mode Illuminates Your Financials

Dark mode has been our signature look since day one. But we heard you loud and clear when you asked: "Can we see our numbers in the light?"Today, we're flipping the switch on one of our most-requested features ever: Light Mode has officially arrived at Puzzle!
Today, we're flipping the switch on one of our most-requested features ever: Light Mode has officially arrived at Puzzle!
Customer Stories

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

Since implementing Puzzle, Ashanti has transformed financial clarity from a burden to a competitive advantage. Tedious reporting tasks that previously took days now take mere minutes, delivering timely insights to both internal teams and investors.
Since implementing Puzzle, Ashanti has transformed financial clarity from a burden to a competitive advantage
Customer Stories

First-Mover Advantage: How Trivium's Early Adoption of AI Accounting Cut Month-End Close Time in Half

Trivium consulting firm revolutionized their accounting processes by implementing Puzzle's AI-powered solution. The partnership resulted in 50% faster month-end closings, 81% automated reconciliations, and improved client communication. Their success story demonstrates how early adoption of AI technology can transform accounting workflows and enhance service delivery.
Discover how Trivium transformed their accounting workflow with Puzzle's AI solution, reducing bank reconciliation time from 2 hours to 5 minutes and achieving 81% automation.
Puzzle Guides

How to Calculate Your Runway: A Guide for Founders

Your complete guide to calculating runway—the number that determines whether your startup lives or dies.
Cash defines survival in startups. Learn how to accurately calculate your runway, track burn rate, and plan fundraising. Avoid common mistakes and use automation to improve financial planning in real time.
Customer Stories

How Central Built an AI-Powered Accounting Assistant Using Puzzle's Modern APIs

Central, a Y Combinator-backed fintech, redefined bookkeeping by creating an AI-powered Slackbot using Puzzle’s modern accounting APIs. After facing limitations with QuickBooks, Central leveraged Puzzle’s real-time data, developer-friendly APIs, and AI-ready platform to build a Slack-integrated solution that automates tasks, provides instant financial insights, and enhances customer experience. Learn how this innovation transformed their operations and set a new standard for accounting in fintech.
Discover how Central, a Y Combinator-backed fintech, revolutionized bookkeeping by building an AI-powered Slackbot with Puzzle’s modern accounting APIs. Learn how Puzzle enabled real-time data access, seamless integration, and intelligent automation to transform financial services.
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Case studies

How Parallel Doubled Their Bookkeeping Margin with Puzzle

How Parallel Cut Month-End Close Time From 20 Days to Less Than 1 Day Using Puzzle

How Central Saved ~4 Days Per Month While Improving Client Happiness Using Puzzle

How PropertyLenz Accelerates Accounting Workflows by 87% With Puzzle

How VibeGrade (YC X25) Closes Monthly Books 65% Faster Using Puzzle

Why PitchGhost Switched From Quickbooks To Puzzle

How Moio Combined Mercury & Puzzle to Streamline Financial Management

How LastMinute Cut Expense Categorization Time From Hours to Minutes With Puzzle

How Coconote Streamlines Complex Accounting Workflows Using Puzzle

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)