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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Manually tagging transactions is outdated.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.

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Puzzle Guides

How to get your startup finances in order

Understanding and leveraging your financial metrics isn't just about survival; it's about setting the stage for growth and opportunity.
Master your startup's finances with Puzzle. Learn essential accounting practices, key metrics, and strategic tips for compliance and investor readiness. Read more on Puzzle.io.
Product Updates

Introducing Puzzle Add-On Packages: Tailored Growth Tools for Every Business Stage

Try powerful new tools with Puzzle add-ons
Explore Puzzle's new add-on packages for startups. Learn about AI-powered features like AI Categorizer and AI Lookup to automate accounting tasks efficiently. Read more on Puzzle.io.
Puzzle Guides

How to Calculate Burn Rate for Startup Founders

Your burn rate and runway are your best navigational tools. Understanding them isn't just about keeping your startup afloat; it's about creating the strategy you need to reach your goals.
Discover how Puzzle uses Mercury's API to automate accounting metrics for startups, providing real-time insights and streamlined financial processes. Read more on Puzzle.io.
Puzzle Guides

Financial Management Guide for Startup Founders

As a startup founder, understanding these concepts thoroughly or seeking professional accounting help can provide a strong foundation for your company's financial health.
Master startup financial management with our guide. Learn financial statements, double-entry bookkeeping, cash vs. accrual accounting, and more. Read on Puzzle.io.
Puzzle Guides

When to Hire a Bookkeeper for Your Startup?

At its core, bookkeeping isn’t just about keeping records; it’s about helping founders make informed decisions for their business.
Determine the right time to hire a bookkeeper for your startup. Explore the benefits of outsourcing financial tasks, the value of in-house expertise, and how accounting software can streamline your finances. Learn key factors to consider for strategic financial management. Read more on Puzzle.io.
Puzzle Guides

How to convince your bookkeeper to switch from QuickBooks to Puzzle

Access to financial statement drafts every day of the month
Switching to Puzzle from QuickBooks offers enhanced visibility and control over your business finances. Learn how to set up your account, involve your bookkeeper, and take advantage of real-time metrics and powerful automations. Read more on Puzzle.io.
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How Paradigm (YC W24) Simplified Financial Management with Puzzle

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

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