📩 Inbox
Here you can find a list of tasks which are designed to make it easier to perform common bookkeeping tasks.
🖥️ Dashboard
⚙ The Dashboard is designed for you to quickly understand recent business performance and review financial statements within the app.
The Dashboard tab allows you to:
View summary metrics for the most recent periods in the top bar
View Puzzle Financial Statements for any selected period range by month, quarter, or year at various levels of detail
Download Puzzle Financial Statements to view and modify outside the app
Drill into the activity within the Puzzle Financial Statements by redirecting to the related items within the Transaction tab
✅ Monthly Checklist
The Monthly Checklist page is designed to help ease your month-end close process.
Puzzle's monthly checklist makes it easy to keep your books up to date and track status with minimal time invested.
Simply go through the list at the end of each month.
And if you get stuck, we are here to help; reach out to us through the in-app chat.
More info: The Monthly Checklist
🗞️ Reports
⚙ The Reports tab is designed for any user that wants to export data from the Puzzle app in order to view and modify outside the app.
Download Puzzle Financial Statements to view and modify outside the app
Download summary payroll reports imported to Puzzle from a payroll provider integration
Download listings of bank and credit card activity for any selected period, as reflected in the Transactions tab
This may be especially helpful for tax reports frequently requested by a tax preparer, such as a trial balance, year-end balance sheet, full-year profit & loss statement, and a simple general ledger.
🔢 Accounting
The Accounting tab is designed for accounting-savvy users to perform typical accounting processes and view the most relevant accounting information.
The Accounting tab allows you to:
Perform bank reconciliations for each month and each bank account
View and modify your Chart of Accounts, including descriptions and keywords
View and export your General Ledger by detailed line items for a selected period and selected account(s)
Create, view, and modify manual journal entries that impact the General Ledger
Lock periods in order to prevent further changes to historical financials once you have completed them
🧑💼 Ask an Accountant
Chat with an accounting expert. Our in-house accounting specialists can point you in the right direction.
This page allows you to:
Chat with a real accounting expert, not a bot
Get personalized answers quickly
Save time and money — it's completely free
💸 Transactions
The Transactions tab is designed for all users as a “categorization workflow” for a key set of tasks within Puzzle that transforms third-party data into the General Ledger.
The Transaction tab allows you to:
Categorize each transaction, including expenses, revenues, credit card payments, and debt or equity financing transactions
Review auto-suggested categories that are based on different kinds of Rules
Upload additional evidence to transactions to provide more context for the correct accounting treatment of the transaction
Mark transactions as finalized once sufficient review has been performed
Creating custom Rules for applying suggested categories future and historical Transactions based on descriptions
🔥 Spending
In Puzzle, the spending page allows you to see, edit, and manage all purchases that are paid to a third-party vendor in exchange for goods and services.
The Spending page allows you to:
Review spending by a specific period (ex: month, quarter, or year)
Review spending by vendor
More info: What is included in spending in Puzzle
🏪 Vendors
The vendors page provides an overview of all vendors.
The vendors page allows you to:
View and filter a list of all vendors
View a list of vendors with bills
View a list of vendors with 1099s
Collect documentation
🤑 Revenue
The Revenue tab is designed for users to understand the composition of revenue and future schedules revenue: by GL account, customer, and product, and investigate the detail of individual invoice & refund transactions that make up revenue for a period.
The Revenue tab allows you to:
View revenue by GL account, customer, or product in a tabular format
Review high-level revenue metrics such as MRR, ARR, accrual revenue, cash collected from customers, and annualized accrual revenue
Investigate invoice-level and subscription-level (if applicable) detail for the transactions impacting trends in the summary view
🤝 Customers
The Customers page is designed to show you a list of all customers.
The customers page allows you to:
View and filter a list of all vendors
Create new customers
👥 People
The People tab is designed for all users — especially a founder and business operations personnel — to understand the composition and trends in headcount numbers and payroll costs. The People tab allows you to:
View salaries and titles for all employees using employee data from the Payroll Processor system, including terminated employees
Review trends in total Payroll Expense, including salaries, benefits, and payroll taxes
View summary payroll metrics such as average annual salary per employee and average all-in payroll cost per employee
🔌 Integrations
The Integrations tab is designed for administrators to manage Puzzle integrations with third-party software that provides data to Puzzle.
The Integrations tab allows you to:
Connect third-party accounts (bank accounts, credit card accounts, payment and invoice processors, payroll provider accounts, equity accounts) that provide Puzzle with transaction data used in preparing financial records
Review the status of integrations and re-connect (if needed) to ensure the data in Puzzle is complete
Disconnect accounts that are outdated or should not be included
View available integrations supported by Puzzle to inform the most compatible financial technology stack
⚙️ Settings
The settings page is where you can set up various settings for your company.
The settings page allows you to:
Set default company settings
Begin historical books conversion
Delete all financial data
Replace data with a new company
Manage users
Set up various types of automation
Define classifications
Review billing