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Prepare for audits and taxes with full visibility and controls.
Puzzle has more than 100k global rules automatically included in each account to optimize transaction coding. Puzzlebot learns from each company's specific transactions and applies this learning to future categorizations to decrease manual work.
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Puzzle enables users to automatically create rules directly within each transaction. Apply this rule to all transactions retrospectively or starting on a specific date.
Account owners and administrators can add an unlimited number of users to each account. Easily manage user permissions and change user roles to Admin, View and Comment Only, or Bookkeeper.
Puzzle gathered dozens of charts of accounts from leading companies to create a standard Chart of Accounts (COA). Companies can also request custom parent, child, and grandchild accounts.
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Be audit ready with confidence. Puzzle's general ledger is immutable and cannot be changed. Puzzle's audit log tracks all transaction changes by date-stamps. Puzzle also showcases which user made each change.
Account administrators have the option to lock and unlock periods to stop data from being changed for a specific time for tax or audit purposes.
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