Who does Puzzle Integrate with?
Puzzle integrates with many of the preferred providers Founders use. Currently, we have direct integrations with the partners below:
Puzzle Integrations
Bank & Credit Cards: Brex, Ramp, Mercury, Meow, Central, Plaid*
Expense Management: Brex, Ramp, Meow, Plaid, Bill.com
Payroll & Benefits: Gusto, Rippling, Central, Deel
Payment Processors & Revenue: Stripe
Bill Payments: Bill.com
Planning & Analysis (via the Puzzle Dashboard): Runway, Meow, Get Parallel
Multi-entity: Joiin
*Puzzle connect to over 12,000 other banks and credits cards via Plaid*
How Often does Puzzle Sync?
Puzzle syncs with the above partners each day overnight.
If you are connected to Puzzle via Plaid, your transactions will sync with Puzzle daily. Plaid will only sync with Puzzle when transactions happen, so if there are no transactions for a few days, Puzzle will sync on the day following the most recent transaction.
Need to get updates sooner? Hit the manual re-sync button on the connection status row to get an immediate update.
Can I Link Multiple Accounts?
Currently, Puzzle can only support one account login per institution. In other words, if you have 2 bank accounts with Chase under different logins, you will only be able to connect one of the accounts. However, if you have 2 bank accounts with Chase under the same login, you will be able to connect both of your accounts to Puzzle. Additionally, if you initially connected only one account but wish to add more accounts later under the same login, you can do so by following these steps:
Navigate to the Integrations page in Puzzle.
Disconnect the existing bank integration by selecting the related option.
Reconnect the bank integration. During the reconnection process:
Plaid will prompt you to select accounts associated with the bank login.
Ensure you select all desired accounts (e.g., checking and savings accounts) before completing the setup.
Managing Plaid Integration Constraints
Plaid limits the ability to connect a single bank account across multiple profiles or companies within Puzzle. For instance, if you connect a bank account (e.g., Chase) to one company, adding the same account to another company will disconnect the earlier connection. Here are some practical workarounds:
Workaround 1: Reconnect Each Time You Switch Companies
Choose one company for automatic integration with the bank account via Plaid.
For the other company, manually upload the relevant transaction data each reporting period.