Puzzle

See what's overdue in AR aging, match customer payments to open invoices with AI, and work your receivables from your AI assistant.

AI for accounts receivable in Puzzle

Get up and running with Puzzle fast. Connect accounts, set your opening balance, and generate real-time financials in minutes.

Quick Start Guide

When a customer's payment is deposited net of a processing fee, use a credit memo on the original invoice to post the fee to Bank Fees (or any other account)…

Recording Processing Fees on Invoice Payments with Credit Memos

A complete page-by-page walkthrough of Puzzle's features — from the dashboard and transactions to reports and integrations.

Summary of Puzzle by Page

Learn exactly what transactions and accounts Puzzle counts toward your spending totals, and how spending metrics are calculated.

What Counts as Spending in Puzzle?

Learn how to sync your Puzzle Ledger with your bank statements. This guide covers uploading statements, matching transactions, resolving balance differences, and re-opening past reconciliations.

How to Reconcile Bank and Credit Card Accounts in Puzzle

How to confirm your opening balance when you first connect accounts to Puzzle, ensuring your books start on the right foot.

Confirm Your Opening Balance

Need to correct your starting balance? Follow these steps to edit your opening balance in Puzzle after initial setup.

How to edit your opening balance

Understand what automated placeholder transactions are in Puzzle, why they're created, and how to handle them to keep your ledger clean.

Automated Placeholder Transactions

How Puzzle keeps investment account balances current with Auto-balance adjustments, and how to reconcile or remove the placeholder entries.

Set Balances and Investment Account Reconciliations

Create professional, branded invoices directly from Puzzle. Learn how to fill in invoice details, save or post, duplicate, and delete drafts using Puzzle's live-preview invoice editor.

How to Create an Invoice in Puzzle

Stay on top of your books with Puzzle's built-in monthly checklist — a simple routine to close your books accurately and on time.

The Monthly Checklist

Learn how to delete or void a manual journal entry in Puzzle to correct accounting errors without disrupting your general ledger.

How to Delete or Void a Manual Journal Entry

Find out whether and how you can edit a manual journal entry in Puzzle after it has been posted to your general ledger.

Can I Edit a Manual Journal Entry?

Learn how to export your financial data from Puzzle, including transactions, general ledger, and financial statements as CSV or Excel files.

Can I Export My Data?

Everything you need to know about tax documents in Puzzle — what's available, how to access them, and how to share them with your tax preparer.

Puzzle Tax Documents

A complete guide to creating and managing manual journal entries in Puzzle for transactions that require custom double-entry accounting.

Manual Journal Entries in Puzzle

How to view, filter, and export your general ledger in Puzzle — the complete record of all accounting entries for your business.

General Ledger in Puzzle

How to enter, manage, and pay bills in Puzzle. Keep your accounts payable organized and track vendor payments in real time.

Bills in Puzzle

Create, send, and manage invoices in Puzzle. A complete guide to Puzzle's invoicing features for tracking accounts receivable.

Invoicing in Puzzle

How to view and interpret your financial statements in Puzzle, including the balance sheet, profit & loss, and cash flow report.

Financial Statements in Puzzle

Manage who can see and do what in your Puzzle workspace. A guide to user roles, permissions, and access levels for your team.

User Permissions

How to track and report 1099 vendor spending in Puzzle. Identify contractors, flag eligible payments, and prepare for tax season.

Tracking 1099 Vendor Spending in Puzzle

Refresh a report to see your latest changes, or sync direct integrations from the Integrations page. Banks connected through Plaid can't be force-refreshed.

How to refresh and sync your data in Puzzle

Want help with your books? Here’s how Puzzle’s paid accounting services work, what they cost, who they’re for, and how to get started.

Puzzle Accounting Services: Expert Reviewed, Full Service & Add-ons

Set up your company with the wrong entity type? It can’t be changed after setup, but here’s why that usually doesn’t matter and how to adjust your books instead.

Can I Change My Company’s Entity Type?

How Puzzle auto-validates accounts against your bank's month-end balance, and how to reconcile with AI in Close or from your AI assistant.

Automated reconciliation in Puzzle

Michael Herchen

Scott Cormier

Patricia Daos

Puzzle Overview

Understand how Puzzle defines and calculates cash, including what's included in your cash balance and how it flows through your financials.

Cash Definitions

Learn how the metrics on the dashboard are calculated

Dashboard Metrics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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