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Top Picks By Puzzle

ARTICLE 
 MINUTE READ

New In Puzzle: Task & Status Dashboard Cards

Whether you're a founder trying to close books fast enough to make next week's decisions, or an accounting firm managing dozens of clients, you shouldn't have to hunt through software just to figure out what needs attention.
New status & task cards give instant clarity on account health, categorization progress, and priority tasks. No more hunting through QuickBooks menus to find what needs attention.
Scott Cormier
Product @ Puzzle
ARTICLE 
 MINUTE READ

Save Time on Every Reconciliation with Meow: Introducing Automated Statements

We're excited to announce that Puzzle now auto-loads PDF statements into reconciliations for select banking partners—starting with Meow. No more download-upload hassle each month. This update streamlines reconciliation workflows for teams of all sizes, with support for more partners coming soon.
We're excited to announce that Puzzle now auto-loads PDF statements into reconciliations for select banking partners—starting with Meow.
The Puzzle Team
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Manually tagging transactions is outdated.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

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Product Updates

Product update - November 2022

Here are some of our favorite product updates. We love feedback, so please tell us what else we can build for you at feedback@puzzle.io.
Explore Puzzle.io’s November 2022 product update. Discover automated bank and credit card reconciliations, enhanced reconciliation UX, data epoching for better data control, and vendor transaction filtering. Elevate your financial management today.
Product Updates

Product update - October 2022

Here are some of our favorite product updates. We love feedback, so please tell us what else we can build for you at feedback@puzzle.io.
Discover Puzzle.io’s October 2022 product update. Learn about automated financials delivered on the 1st, improved CSV uploader tool, faster transaction processing, accurate bank opening balance calculations, and enhanced duplicate detection. Enhance your financial management.
Product Updates

Product update - September 2022

September was another busy month of building for you. We love feedback, so please tell us know what else we can build at feedback@puzzle.io
Discover Puzzle's latest product updates, including automated ARR/MRR tables for Stripe users, CSV transaction ingestion, sweep account support, and improved user experiences. Learn how these features simplify your accounting processes and enhance financial insights. Read more on Puzzle.io.
Product Updates

Product update - August 2022

Here are some of our favorite product updates. We love feedback, so please tell us what else we can build for you at feedback@puzzle.io
Check out Puzzle.io’s August 2022 product update. Discover new features like automated receipt linking, improved categorization rules, enhanced security controls, and better transaction linking. See how these updates enhance your startup’s financial management.
Puzzle Guides

Puzzle’s tools for analyzing burn and runway

Puzzle has created a set of tools for founders to quickly calculate and confidently understand the components of burn.
Explore how Puzzle helps startups analyze burn and runway. Learn about metric cards, Cash Activity Report, and real-time financial integrations. Read more on Puzzle.io.
Startup Accounting

Why founders need to know their numbers

Investors want quarterly financials and metrics, so founders need the financial literacy to understand their numbers.
Discover why financial metrics are crucial for startup founders. Learn how accurate metrics influence investor confidence and decision-making. Master your numbers to secure funding. Read more on Puzzle.io.
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Case studies

How Trivium Completes 81% of Reconciliations without Human Intervention

How Burkland cut 25% from month-end close with Puzzle

Why Decimal Migrated Hundreds of Clients to Puzzle's AI Native Ledger

How Cactus (YC X25) Unlocks End-To-End Financial Visibility With Puzzle

How Parallel Doubled Their Bookkeeping Margin with Puzzle

How Parallel Cut Month-End Close Time From 20 Days to Less Than 1 Day Using Puzzle

How Central Saved ~4 Days Per Month While Improving Client Happiness Using Puzzle

How PropertyLenz Accelerates Accounting Workflows by 87% With Puzzle

How VibeGrade (YC X25) Closes Monthly Books 65% Faster Using Puzzle

Why PitchGhost Switched From Quickbooks To Puzzle

How Moio Combined Mercury & Puzzle to Streamline Financial Management

How LastMinute Cut Expense Categorization Time From Hours to Minutes With Puzzle

How Coconote Streamlines Complex Accounting Workflows Using Puzzle

How Ternwheel Slashed Month-End Close Time by 98% With Puzzle

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Thursday
NOV 21
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