Changelog

For internal use only (including non-GA)

• Performance: Migration to vitest
• Monetization: Updated in-app pricing flows to reflect the updated pricing page
  • Enables companies that created an account after Jan. 1 to checkout on plans that are displayed on the pricing website
  • PM: Priyanka
  • GA date: February 21, 2025
• Monetization: Updated pricing tiers on website
  • Updated website to change from annual to monthly expenses, change view to 4 plans from 5, plan names, segment the features in the plans cards by categories (Insights, Automations, Accounting)
  • PM: Priyanka
  • GA date: February 6, 2025

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For internal use only (including non-GA)

• Company profiling during onboarding
• Updated the company profile in onboarding to better understand the industries, business models, and accounting needs of our customer base
• Feature enhancement: Historical books conversion to Puzzle
  • Revamped our system for converting companies’ historical books to Puzzle, including AI-driven CoA mapping, general ledger ingestion, and historical bank feed ingestion — enabling us to import data from nearly 200 companies in a day
  • PM: Eitan

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• Introduced a summarized daily journal entry for Stripe balance activity (customer payments, Stripe payouts) for simpler reconciliation and faster loading speeds
• Enabled users to edit the category and description fields on bills
• Streamlined the process for converting a historical general ledger and chart of accounts from another accounting system into Puzzle
• Increased the number of keyboard shortcuts available for navigation through the app
• Fixed issues with AR Aging and AP Aging reports that did not appropriately include all outstanding AR and AP as of historical dates
• Enabled customers to categorize any remaining balance (e.g. as a discount) when a bill payment does not exactly match the bill amount.
• Improved performance (i.e. loading speed) when the P&L is grouped by classifications

• Upgraded our navigation experience including navigation search, enhancements to keyboard shortcuts, and an intuitive navigation menu with collapsible sections
• Released a beta version of our new revenue recognition experience for all new users, including configurable policies, invoice → revenue policy application workflows, and reports for verifying the accuracy of outputs — reach out to support@puzzle.io to request beta access
• Released an updated version of the payment processor (Stripe) subledger and a beta version of the revenue recognition subledger to enhance user control over posting timing, reduce the volume of general ledger entries, and improve review workflows
• Enabled editing of posted invoices, including: invoice date, due date, customer, memo, product/service, line item description, line item category, line item revenue schedules, and new line items
• Released new vendor management features, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more
• Released an entirely new customer management feature, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more
• Enhanced the Rippling payroll integration with an updated Rippling API to enable users to automatically record payroll journal entries and view payroll-related spending metrics in Puzzle
• Added pagination to the Transactions page for improved load times and quicker navigation
• Released a newer version of the Transaction Detail pane with an easier to use interface and collapsible sections. Users can now interact with the Transactions table while having the detail pane open
• Added guidance for users on treasury account reconciliations when transactions are missing

Navigation updates, revenue recognition beta, treasury account guidance

• Upgraded our navigation experience including navigation search, enhancements to keyboard shortcuts, and an intuitive navigation menu with collapsible sections
• Released a beta version of our new revenue recognition experience for all new users, including configurable policies, invoice → revenue policy application workflows, and reports for verifying the accuracy of outputs
• Released a beta version of payment processor (Stripe) and revenue recognition subledgers to enhance user control over posting timing, reduce the volume of general ledger entries, and improve review workflows
• Enabled editing of posted invoices, including: invoice date, due date, customer, memo, product/service, line item description, line item category, line item revenue schedules, and new line items
• Released new vendor management features, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more
• Released an entirely new customer management feature, including searching, filtering, document management, and additional fields for billing address, tax ID, 1099 status, and more
• Enhanced the Rippling payroll integration with an updated Rippling API
• Added pagination to the Transactions page for improved load times and quicker navigation
• Released a newer version of the Transaction Detail pane with an easier to use interface and collapsible sections. Users can now interact with the Transactions table while having the detail pane open
• Added guidance for users on treasury account reconciliations when transactions are missing

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New dashboard 2.0

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See real-time cash flow, burn rates, and runway projections to make smart, data-driven decisions.

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• Enabled recategorization of reimbursements previously categorized by mapping from third-party sources
• Enabled searching of invoices by source ID
• Introduced drag-and-drop reordering of columns on the transactions page
• Introduced a beta version of a new ML categorization engine to supplement the existing categorization engine (opt-in only)
• Released customer creation and customer management within a dedicated Customers page
• Enhanced vendor management to enable users to add and modify additional fields, as well as search and filter on the vendors listing
• Updated the display of discounts and sales tax associated with Stripe invoices
• Improved the reliability of the Stripe payment processor subledger

• Introduced an exportable reconciliation report for Stripe receivable balances and activity, which is also included in the Monthly Checklist
• Enhanced the invoices table to include a source ID for each invoice
• Added an invoice count and invoice table export to the Invoices tab to enable reconciliation with source data
• Added an asterisk indicator for invoice fields edited by a user to track overrides of source data
• Enabled users to remove linked transactions and transactions in manually-created accounts

• Enabled voiding of fixed assets associated with bills
• Introduced Command + K (or Control + K) as a keyboard shortcut to select common navigation actions
• Introduced user selection of dates for bank and credit card reconciliations upon creation, as well as warnings for large reconciliations, enabling more user control and reduced risk of timeouts
• Released an update to our metrics card, specifically the display of the month-over-month comparison of net burn
• Introduced Stripe reconciliation reports — between Stripe balance activity data and Puzzle transaction data — as a beta release (available upon request)
• Enabled voiding of prepaid assets in any status
• Added a “high priority” filter and a column-header category filter within the transactions page to enable quicker review of transaction categorization
• Updated the styling on the Reports page for more intuitive navigation
• Added a report for accrual revenue summary
• Enabled recategorization of bill line items, even if the categorization diverges from the external source mapping
• Introduced automated mapping and categorization of Ramp reimbursements, including for reimbursements with many line items

• Enabled keyboard shortcuts for:
  • Returning to the previous page
  • Opening the search bar
  • Navigating within a page to the next or previous item
  • Navigating pages to Inbox, Dashboard, Monthly Checklist, Reports, Accounting, Transactions
  • More coming soon for managing transactions!

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• Enabled users to directly remove and/or disable auto-balance adjustments within reconciliations for investment and treasury accounts
• Updated historical data restrictions to allow ingestion of historical data based on user-selected input upon integration connection or reconnection\
• Displayed contractor names in financial reports (Cash Activity and Profit & Loss)
• Enabled all users to add parent accounts in the chart of accounts
• Enabled users to create Gusto accounts from Puzzle
• Reset user caching after each login to facilitate real-time financial data
• Bug fix: Corrected the calculation on the total column of Excel exports
• Bug fix: Enabled users with timeouts on reconciliation creation (due to data volume) to successfully create new reconciliations

• Enabled users to edit the categories of posted bills, including those automatically posted from Ramp and BILL
• Expanded invoice functionality, including the ability to customize the company billing profile and the customer billing profiles to display on the invoices, as well as enhancement of the invoice PDF formatting [limited beta release — available upon request]
• Enabled users to void a disposed fixed asset
• Enabled users to create a fixed asset from a bill line item
• Corrected a bug related to new Gusto integrations
• Corrected a bug within reconciliations where selecting or unselecting entries did not persist
• Enabled users to set ad hoc “restricted ranges” for preventing ingesting data from external sources for a selected time period

• Upgraded all Gusto users to the latest version of the Gusto API
• Updated dashboard metrics and charts for all users
• Restored all Deel integrations after temporary disconnection
• Improved handling of Stripe discounts associated with subscriptions
• Added ability to create and edit fixed assets from bill line items
• Added push integration workflows and warnings when there is no new data
• Added associated fixed assets to the display of bills
• Added scope descriptions in the connection screen explaining what data Puzzle will share with API partners
• Improved the date picker display when “All time” or “Totals” are selected

Summary - published

• Added insights about spending, burn, and cash to weekly email
• Enabled users to review the data that will be shared via Puzzle’s API before connecting external partners
• Enabled removal of fixed assets and prepaid assets when the associated transaction is removed
• Improved the speed of the bank and credit card reconciliations page
• Created the ability for users to use transactions to create fixed assets from the Fixed Asset page

Summary - published

• Updated dashboard metrics and charts (limited release: available to companies onboarded after April 1, 2024 — available by request via support@puzzle.io)
  • Trend charts for cash, burn, runway, spending, and revenue
  • Additional metrics such as MTD burn, daily cash balances, month-over-month percentage changes
  • Updated copy to explain different cash metrics
• Enabled users to pause fixed asset depreciation schedules and dispose fixed assets that are no longer in use
• Bug fix: Prevented deleting a transaction related to an active prepaid asset schedule
• Bug fix: Backfilled missing Stripe invoice data for a small group of impacted customers

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