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Connecting Banks & Integrations in Puzzle

Learn how to connect your banks, payroll, and other integrations in Puzzle to start syncing your financial data automatically.

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Written by Erik Aronesty

Overview

Puzzle supports a wide range of native integrations as well as thousands of banks through Plaid. This article walks you through how to connect your accounts and set up integrations for banking, payroll, revenue, and more.
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💡 Before you start: Have your account credentials ready for each integration you plan to connect.
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Getting Started

  1. Log in to your Puzzle account

  2. On the left side panel, scroll down and click the plug icon — Integrations

  3. If you don't see it, zoom out on your browser until the icon appears

  4. Click Add Connection to browse all available integrations
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Available Integrations

🏦 Bank & Credit Card

Connect your bank and credit card accounts. Puzzle supports:

  • Native integrations: Mercury, Brex, Ramp, Meow

  • Plaid integrations: Chase and thousands of other US banks and credit card companies, through the Other banks & credit cards card. Plaid connects US banks only.
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💼 Payroll

Puzzle supports the following payroll providers natively:

  • Gusto, Rippling, Deel, Central

  • For ADP or unsupported providers, use the manual payroll template to create payroll entries
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💳 Revenue

  • Stripe is currently supported for revenue
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📄 Accounts Payable & Receivable

  • Bill.com is currently supported
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🔄 Authorized Access

  • Connect QuickBooks Online to allow Puzzle's migration team to download reports and migrate your data
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🏢 Joiin

  • Connect Joiin for financial consolidation and multi-entity reporting for teams managing multiple entities
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📥 Manual Accounts

  • For any provider not listed, you can connect a manual account and use CSV imports to keep it up to date

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