This is a quick guide to help you get started on the right foot and generating financial statements.
Prefer a video walkthrough? We've got you covered: Puzzle Quick Start Guide
🔌 1. Connect your accounts
Connect your bank, cards, payroll, and payment processor. If you’ve made it this far, you’ve likely already completed this step. Congrats! 🎉
🧮 2. Reconcile your bank accounts
To ensure all your data is captured in Puzzle, complete the bank reconciliations.
📂 3. Categorize top transactions
Get the most accurate view of your Net Burn and Runway by categorizing your top transactions.
🔦 4. Explore your financial statements
Navigate back to the dashboard, and explore the financial statements in the bottom half of the page. You can drill-down to transaction level on all three reports and review variances with the Spotlight feature on the cash activity report.
Optional Steps
💌 5. Invite & tag your team
Have co-founders, team members, or a bookkeeper? Wonder what a teammate spent money on? Invite them to Puzzle and tag them on transactions.
📆 6. Book a free onboarding call with our experts
We’re here to help ensure you and your business are set up for success. We’d love to chat, understand your business, and get you started on the right foot. Book a call now!
👩🏻💼 7. Hire an on-demand bookkeeper
Prefer to have your books done for you? Check out our list of experts or reach out to [email protected] and we can match you to the best bookkeeper for your business.