Insights for founders, operators, and bookkeepers

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Fundraising Tips #1: Essential Lessons for Startup Founders
Fundraising Tips

Fundraising Tips #1: Essential Lessons for Startup Founders

We teamed up with Mercury to bring you a three-part series on fundraising lessons.
Fundraising lessons from founders, in our series with Mercury: strategic decisions, handling dilution and knowing what your equity is worth.
Puzzle launches free monitoring of your cash and FDIC coverage
Startup Accounting

Puzzle launches free monitoring of your cash and FDIC coverage

The collapse of SVB and FRP was an unfortunate wake-up call.
Track your startup's cash and FDIC coverage free in Puzzle. How to use Mercury Vault and Brex to maximize insurance and see balances live.
A founder’s guide to navigating crypto taxes
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.
A founder's guide to crypto taxes: staying compliant with reporting rules and practical strategies for managing cryptocurrency positions.
Product updates: February 2023
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
Puzzle's February 2023 update: one-click tax package export, Spotlight for new vendors, bill upload and auto-import of Mercury statements.
A financial guide for the first-time founder
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.
A first-time founder's guide to startup finances: budgeting, fundraising and the financial management habits worth building early on.
3 financial red flags to avoid by Village Global
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
Three financial red flags every startup founder should avoid, with advice from Village Global on keeping your business on track as you grow.
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Top Picks By Puzzle

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 and task cards in Puzzle show account health, categorization progress and priority items at a glance, without hunting through menus.
Scott Cormier
Product @ Puzzle
ARTICLE 
5
 MINUTE READ

One Click. Global Payroll Meets Real-Time Accounting.

With the new Deel × Puzzle one-click setup and integration, startups can automatically sync global payroll and contractor data directly into Puzzle’s real-time general ledger—no spreadsheets, no manual journal entries, no guesswork, no more silos.
Deel and Puzzle now connect in one click, syncing global payroll and contractor data into a real-time general ledger. No manual journal entries.
The Puzzle Team
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 instant visibility into account health, manual sync on demand and faster setup, so you can trust your books.
Denny Hollick
Head of Product Marketing
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 Bulk Classifications and Rules automate categorization by department, location or project.
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.
Connect Brex expense accounts to Puzzle's general ledger in one click, straight from your Brex app. Financial data in one place, no manual export.
Sasha Orloff
Cofounder & CEO @ Puzzle

Founder Accounting 101 Guides

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