Yes! Puzzle is a complete double-entry accounting system. You can rely on Puzzle reports for your most important and sensitive use cases like fundraising, communicating with investors, and filing tax returns.
Puzzle is currently optimized for software companies, and we work well for many service providers. Companies with inventory may have accounting needs that Puzzle is not yet optimized to support.
Get in touch at email@example.com if you would like to be a design partner and help us understand your inventory accounting needs!
Traditional accounting software options like QuickBooks or Xero are great for some small businesses. However, technology startups have specific needs that Puzzle is designed to meet.
Puzzle is uniquely designed to be intuitive for non-finance teams while also empowering bookkeepers and accountants to elevate their work. We offer real-time financial statements that are traceable down to the micro-transaction details. Plus, Puzzle automates the more repetitive steps of accounting on our general ledger.
To see a full demo of Puzzle’s differentiated offerings, get in touch at firstname.lastname@example.org.
No. Puzzle is your single source of truth for financial data. However, we do not generate financial models from that data.
We generate financial statements, which can be downloaded and added to your financial projections in Excel or Google Sheets. Puzzle also integrates with startuprunway.io for basic early-stage runway modeling.
In the future, Puzzle plans to integrate with multiple FP&A platforms to help you create further financial models and scenarios for your company. If you have ideas for how Puzzle can simplify your financial modeling, get in touch at email@example.com.
No. While Puzzle offers some pre-built charts and graphs to help you understand your financials, we are not a data visualization tool. Instead, we encourage you to export your data from Puzzle and use it with your favorite existing data viz tools.
Over time, we will make this available via the Puzzle API. To connect directly to our API, get in touch at firstname.lastname@example.org. If you have suggestions for how Puzzle can simplify connections to your favorite data viz tool, get in touch at email@example.com.
No. Puzzle is designed for founders to be able to prepare early-stage financials themselves — without a bookkeeper.
However, we understand many teams require support, especially as your business becomes more complex. That’s why you can easily invite your bookkeepers to your Puzzle account.
You can also view a list of Puzzle’s trusted accounting partners, who are all familiar with using Puzzle to provide accounting services. Unsure how to navigate these options?
Get in touch at firstname.lastname@example.org or set up a call, so we can help you find the perfect match based on your company’s current needs and stage of growth.
We strongly recommend incorporating and setting up business accounts before using Puzzle.
Our recommended partner: Stripe Atlas, which enables founders from anywhere in the world to form a US business and get an IRS tax ID (EIN) quickly and easily. Atlas sets up your Delaware registered agent, issues equity to founders, and files your 83(b) election in one click. After you have incorporated and set yourself up for business compliance, we recommend opening business bank accounts and, if necessary, credit card accounts to keep your personal finances separate from your business.
Puzzle's accounting automation works best with the leading startup fintech products: Mercury (banking products and treasury accounts), Brex and Ramp (spending cards and bill pay), Gusto and Rippling (payroll and HR), and Stripe (payment processing and invoicing).
To show you the full value of Puzzle, we ask users to connect their bank. Rest assured: All connections are read-only and fully encrypted from end to end. You can delete your data at any time.
Your bank account transactions are essential for preparing your accounting system. Puzzle will automatically ingest your read-only data, organize it, and draft financial statements for you to review.
If you would like to see a demo before connecting your account(s), get in touch at email@example.com.
Yes, you can add as many people to your Puzzle plan as you like. While not required, we recommend using our multi-factor authentication feature.
We currently allow teams to create roles for different users. However, all users will have full admin privileges for the foreseeable future. Puzzle is working to add more fine-tuned permissions; get in touch at firstname.lastname@example.org to provide your suggestions.
We are currently focused on supporting native integrations for the most common financial providers used by early-stage tech companies. We are also constantly evaluating additional integrations. To let us know what you want Puzzle to support next, get in touch at email@example.com. We can keep you up-to-date on the status of any integration.
Yes, they are secure. Puzzle does not store any usernames or passwords in our system. Meanwhile, all connections are encrypted end-to-end. Puzzle’s security practices are well-designed to protect your data — both internally and with our partners. You can read more here.
You can delete all of your Puzzle data and revoke integration credentials at any time. Visit your Puzzle dashboard to manage integration credentials. In many cases, you can also manage integration credentials through the other service provider’s dashboard. For example, you may change your bank, credit card, or payroll provider. If you want to maintain all historical data for tax, audit, or financial reporting and record keeping purposes, Puzzle recommends pausing or terminating the integration.
Integrations with Puzzle are currently unlimited in both number and volume. If you have a high-volume business (i.e. exceeding 100,000 monthly transactions), Puzzle will limit the historical data ingestion to the last 4 months preceding the onboarding session. If you would like to integrate full historicals, get in touch at firstname.lastname@example.org.
Generally, yes. As long as Puzzle can cover most of your transactions, you should have a straightforward experience with our accounting system. We also allow users to manually upload transactions from any non-integrated accounts (i.e. treasury and sweep accounts).
We acknowledge that certain processes may require more manual input, such as manually submitting payroll details. To let us know what new Puzzle integrations would be helpful to your workflow, get in touch at email@example.com.
To view a demo, get added to our Beta list, and more, contact firstname.lastname@example.org.
For general inquiries and help, contact email@example.com.
For existing customers, you can contact us directly from the Puzzle app! We’ll be happy to set up a private Slack channel for live support.
For Puzzle setup, we have many CPAs on our team who are available to help you get started!
Want to report a bug? Have ideas for a new integration? Hate the way a feature is designed?
Get in touch with our product team at firstname.lastname@example.org!
We want to hear what you like, what you don’t like, what else we can build, etc. Our early users will shape Puzzle’s future!