Top Picks By Puzzle

ARTICLE 
5
 MINUTE READ

Our Continued Commitment to Accounting Firms

Puzzle builds software exclusively for accounting firms. We do not offer services or compete with our customers. Our technology helps firms work smarter and grow faster.
Puzzle builds software exclusively for accounting firms. We do not offer services or compete with our customers. Our technology helps firms work smarter and grow faster.
Sasha Orloff
Cofounder & CEO @ Puzzle
ARTICLE 
5
 MINUTE READ

New Integrations Page: Better Visibility, Manual Sync, and Faster Setup

We've rebuilt the integrations page from the ground up. Now you get at-a-glance account health status, manual sync on demand, and faster issue resolution. Less time managing connections, more confidence in your data.
Puzzle's new integrations page gives you instant visibility into account health, manual sync on demand, and faster setup. See what's new and how it helps you trust your books.
Denny Hollick
Head of Product Marketing
ARTICLE 
 MINUTE READ

Brex + Puzzle: Set Up Your Accounting In One Click

Setting up your startup’s accounting takes only one click now. Startups can get an end-to-end accounting system up and running in no time.
You can integrate Brex’s expense accounts into Puzzle’s general ledger with a single click, directly inside your Brex application. It saves you time, keeps your financial data in one place, gets you tax- and fundraise-ready, and helps you move faster and spend smarter.
Sasha Orloff
Cofounder & CEO @ Puzzle
ARTICLE 
5
 MINUTE READ

Why Your Accounting Software Should Catch Mistakes Before You Do

Puzzle's AI Accuracy Review catches transaction inconsistencies and month-end errors before they become costly problems. Real-time flagging + bulk fixes.
Puzzle's AI Accuracy Review catches transaction inconsistencies and month-end errors before they become costly problems. Real-time flagging + bulk fixes.
Denny Hollick
Head of Product Marketing
ARTICLE 
 MINUTE READ

New In Puzzle: Task & Status Dashboard Cards

Whether you're a founder trying to close books fast enough to make next week's decisions, or an accounting firm managing dozens of clients, you shouldn't have to hunt through software just to figure out what needs attention.
New status & task cards give instant clarity on account health, categorization progress, and priority tasks. No more hunting through QuickBooks menus to find what needs attention.
Scott Cormier
Product @ Puzzle

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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

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.
Startup Accounting

Accounts Receivable for Startups: Streamline Your Finances with the CHARGE Framework

Most startups treat Accounts Receivable (AR) as an afterthought. When neglected, it creates a dangerous cycle: late payments pile up, payment terms get messy, and manual processes eat up valuable time. As companies scale and prepare for exits, AR creates bottlenecks that kill cash flow and operational efficiency.
Most startups treat Accounts Receivable (AR) as an afterthought. When neglected, it creates a dangerous cycle: late payments pile up, payment terms get messy, and manual processes eat up valuable time. As companies scale and prepare for exits, AR creates bottlenecks that kill cash flow and operational efficiency.
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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)