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Puzzle's collaboration tools enable focused conversations, requests, and assignments for requests. Effortlessly assign tasks to your team on transaction records. Teammates are notified via Inbox and email as soon as an action requires their attention
Get what you need in one place. Reduce multiple requests for data as users can see key metrics themselves.
Communication records are preserved within each transaction, ensuring a full audit trail.
Easily invite your team, bookkeeper, or tax professional to work with you in Puzzle.
Inbox is a notification center where you can find exactly what needs your attention. The place for all your most important tasks. It's designed to help you move faster and be more efficient. Zero in on what matters and fly through your key tasks quickly.
Stop wasting time wondering what to do. Monthly Checklist is a fully guided experience to help you manage accounting in the easiest, fastest way. Stay on top of all critical tasks with auto-validated steps. Simplify your day and stay focused with clear to-do items.
Not an accountant? Don't worry. We help you understand how to maintain your finances effectively with clear status items. Know exactly what to review, by when.