Insights for founders, operators, and bookkeepers

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How to interview (and choose) a startup bookkeeper
Startup Accounting

How to interview (and choose) a startup bookkeeper

Startup founders, if you’re looking for a bookkeeper, be sure to ask these questions.
How to interview and choose a startup bookkeeper: the questions to ask, why industry experience matters and the red flags to watch for.
Product update - April 2022
Product Updates
Company Dispatch

Product update - April 2022

We shipped some exciting new features this month and as always, we are excited to share them with you. We love feedback, so please tell us know what else we can build for you at feedback@puzzle.io
Puzzle's April 2022 update: CFO mode, faster performance, automated credit card linking and access to on-demand bookkeepers for founders.
Product update - March 2022
Product Updates

Product update - March 2022

We shipped some exciting new features this month and as always, we are excited to share them with you. We love feedback, so please tell us know what else we can build for you at feedback@puzzle.io
Puzzle's March 2022 update: a data accuracy meter, one-click tax asset tagging, category shortcuts and more comprehensive burn tracking.
Rise of the next-gen CFO: The evolution of finance’s role and tech stack
In the News

Rise of the next-gen CFO: The evolution of finance’s role and tech stack

Puzzle has been named a next generation player in the modern CFO stack.
How the CFO role is evolving, with Sapphire Ventures on data science, cloud cost optimization and the case for real-time financial data.
Product update - February 2022
Product Updates
Company Dispatch

Product update - February 2022

We shipped some exciting new features this month and as always, we are excited to share them with you. We love feedback, so please tell us know what else we can build for you at feedback@puzzle.io
Puzzle's February 2022 update: native Mercury, Ramp and Rippling integrations, an advanced general ledger, custom rules and one-click splits.
The CFO in Crisis Mode: modern times call for new tools
In the News

The CFO in Crisis Mode: modern times call for new tools

Esteemed venture capital firm Andreessen Horowitz (a16z) outlined a call for new tools to built for the office of the CFO, after decades of complacency by the two monopolies that sit at the core of the CFOs office - the accounting ledger and ERP.
How the CFO role is changing in a tighter economy, with tools and strategies from a16z for better data access and automated reporting.
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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 and task cards in Puzzle show account health, categorization progress and priority items at a glance, without hunting through menus.
Scott Cormier
Product @ Puzzle
ARTICLE 
5
 MINUTE READ

One Click. Global Payroll Meets Real-Time Accounting.

With the new Deel × Puzzle one-click setup and integration, startups can automatically sync global payroll and contractor data directly into Puzzle’s real-time general ledger—no spreadsheets, no manual journal entries, no guesswork, no more silos.
Deel and Puzzle now connect in one click, syncing global payroll and contractor data into a real-time general ledger. No manual journal entries.
The Puzzle Team
ARTICLE 
5
 MINUTE READ

New Integrations Page: Better Visibility, Manual Sync, and Faster Setup

We've rebuilt the integrations page from the ground up. Now you get at-a-glance account health status, manual sync on demand, and faster issue resolution. Less time managing connections, more confidence in your data.
Puzzle's new integrations page gives instant visibility into account health, manual sync on demand and faster setup, so you can trust your books.
Denny Hollick
Head of Product Marketing
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 Bulk Classifications and Rules automate categorization by department, location or project.
Denny Hollick
Head of Product Marketing
ARTICLE 
 MINUTE READ

Brex + Puzzle: Set Up Your Accounting In One Click

Setting up your startup’s accounting takes only one click now. Startups can get an end-to-end accounting system up and running in no time.
Connect Brex expense accounts to Puzzle's general ledger in one click, straight from your Brex app. Financial data in one place, no manual export.
Sasha Orloff
Cofounder & CEO @ Puzzle

Founder Accounting 101 Guides

Accounting 101
Guide to filing taxes
Cash vs Accrual Accounting
Key financial metrics (and why investors ask)