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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Manually tagging transactions is outdated.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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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.
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Founder Padel League: Hosted by Vouch, Lazo, Puzzle & Startup Grind

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NOV 21
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Puzzle’s Pledge To Accountants
At Puzzle, we believe in the power of collaboration and the importance of trust in the accounting industry. We understand that accountants are the backbone of businesses everywhere, and our mission is to empower you with the best tools and technology, not to compete with you.
Introducing Smart Accounting Policies For Accountants
Accountants know the realities of the job all too well: mountains of spreadsheets, lengthy reconciliations, and hours of repetitive data entry. The work is fulfilling, but the daily process can be time-consuming and often overwhelming. What if there were a way to break free from this cycle, reclaim time, and dive deeper into the impactful work that matters?
Building a Modern Accounting Firm with Decimal and Puzzle
Decimal reached out to us to let us know they were looking for a modern general ledger that could support hundreds of their clients at scale, but with one unusual request beyond conversion and integration to their firm management solution—would we work alongside their team to help them design the firm of the future?
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