Puzzle

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. ​

💡 Before you start: Have your account credentials ready for each integration you plan to connect. ​

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

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

Click Add Connection to browse all available integrations ​

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 ​

Connect your bank and credit card accounts. Puzzle supports:

Native integrations: Mercury, Brex, Ramp, Meow

Plaid integrations: Chase and 12,000+ additional banks and financial institutions ​

- Native integrations: Mercury, Brex, Ramp, Meow
- Plaid integrations: Chase and 12,000+ additional banks and financial institutions ​

Puzzle supports the following payroll providers natively:

For ADP or unsupported providers, use the manual payroll template to create payroll entries ​

- Gusto, Rippling, Deel, Central
- For ADP or unsupported providers, use the manual payroll template to create payroll entries ​

Stripe is currently supported for revenue ​

- Stripe is currently supported for revenue ​

Bill.com is currently supported ​

- Bill.com is currently supported ​

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

- Connect QuickBooks Online to allow Puzzle's migration team to download reports and migrate your data ​

Supports multi-entity reporting for teams managing multiple entities ​

- Supports multi-entity reporting for teams managing multiple entities ​

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

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

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

Connecting Banks & Integrations in Puzzle

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Connecting Banks & Integrations in Puzzle

Overview

Getting Started

Available Integrations

🏦 Bank & Credit Card

💼 Payroll

💳 Revenue

📄 Accounts Payable & Receivable

🔄 Authorized Access

🏢 Joint Integration

📥 Manual Accounts