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Getting Started Tips
Getting Started Tips

This is a quick guide to help you get started on the right foot and uncover many of the exciting features of Puzzle

Andrew Robinson avatar
Written by Andrew Robinson
Updated over a week ago

This is a quick guide to help you get started on the right foot and uncover many of the exciting features of Puzzle. While there are a ton of features that will help you and your business, this is a list of the key first steps you should take.

🔌 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! 🎉

📂 Improve the accuracy of your insights by categorizing top transactions

Get the most accurate view of your Net Burn and Runway by categorizing your top transactions. To do so, navigate to the Transactions view, click the [Help me categorize] button in the top right, and select Last full month.

🔦 See what matters with Spotlight

Navigate back to the dashboard, and click the Spotlight button just below your metric cards at the top. Spotlight shows you key insights and important changes in your business.

💌 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. To invite, click on the circle with your initials in the top left of any screen and add a user.

📣 Give us your feedback

We’d love to hear from you! Our goal is to continuously improve Puzzle, and that starts with your feedback. Encounter an issue? Curious how to do something? Love what you’ve experienced? Have a new product idea? Let us know, we’re always here and always happy

to help.

📆 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!

👩🏻‍💼 Hire an on-demand bookkeeper (Optional)

Sometimes your business is pretty complex, or you simply don’t have the time or desire to keep your books where they need to be. In those cases, Puzzle can connect you with an appropriate expert to help you out. Check out our list of experts or reach out to [email protected] and we can match you to the best bookkeeper for your business.

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