{"id":93735,"date":"2025-04-15T21:39:40","date_gmt":"2025-04-15T21:39:40","guid":{"rendered":"https:\/\/fahimai.com\/?p=93735"},"modified":"2026-08-16T10:18:32","modified_gmt":"2026-08-16T07:18:32","slug":"how-to-use-puzzle-io","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/fr\/how-to-use-puzzle-io","title":{"rendered":"Comment utiliser Puzzle IO : am\u00e9liorer la transparence financi\u00e8re en 2026 ?"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image139276_8d5996-e7.kb-image-is-ratio-size, .kb-image139276_8d5996-e7 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image139276_8d5996-e7.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image139276_8d5996-e7 .kb-image-is-ratio-size{align-self:unset;}.kb-image139276_8d5996-e7 figure{max-width:350px;}.kb-image139276_8d5996-e7 .image-is-svg, .kb-image139276_8d5996-e7 .image-is-svg img{width:100%;}.kb-image139276_8d5996-e7 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image139276_8d5996-e7\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/09\/CTA-2-11.png\" alt=\"puzzle io CTA\" class=\"kb-img wp-image-157324\" title=\"\"><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Puzzle IO feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-puzzle-io\">Getting Started<\/a> \u2014 Create your account and connect bank accounts<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-financial-insights\">How to Use Financial Insights<\/a> \u2014 See cash burn, runway, and MRR on one dashboard<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-tax-compliance\">How to Use Tax Compliance<\/a> \u2014 Keep books clean and audit ready before filing season<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-bookkeeping-services\">How to Use Bookkeeping Services<\/a> \u2014 Add a professional bookkeeper without hiring anyone in house<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-partner-ecosystem\">How to Use Partner Ecosystem<\/a> \u2014 Connect banks, payroll, and billing tools in minutes<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-accrual-automation\">How to Use Accrual Automation<\/a> \u2014 Run cash and accrual accounting side by side<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-built-in-accrual-automation\">How to Use Built-in Accrual Automation<\/a> \u2014 Post prepaids and deferrals without manual journal entries<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-real-time-insights\">How to Use Real-Time Insights<\/a> \u2014 Check today&#8217;s numbers instead of waiting for month end<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-self-guided-onboarding\">How to Use Self-guided Onboarding<\/a> \u2014 Generate draft financial statements in about 15 minutes<\/li>\n\n\n\n<li><a href=\"#how-to-use-puzzle-io-smarter-accounting\">How to Use Smarter Accounting<\/a> \u2014 Set rules once and let the AI apply them<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#puzzle-io-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#puzzle-io-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#puzzle-io-troubleshooting\">Troubleshooting<\/a> | <a href=\"#puzzle-io-pricing\">Pricing<\/a> | <a href=\"#puzzle-io-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have run my own company books inside Puzzle IO for eight months and tested every feature here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This tutorial comes from real hands-on use, not vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/Fahim-AI-7-5.png\" alt=\"How to use Puzzle IO\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Puzzle IO is an AI-driven <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-charities\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150232\" target=\"_blank\" rel=\"noopener\">accounting<\/a> software built specifically for startup founders.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Used properly, it gives you financial clarity without hiring a finance team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people connect one bank feed and never explore the rest.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='puzzle-io-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Puzzle IO Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This complete How to Use Puzzle IO tutorial walks you through the whole platform, from your first bank connection to advanced rules.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image139276_8d5996-e7.kb-image-is-ratio-size, .kb-image139276_8d5996-e7 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image139276_8d5996-e7.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image139276_8d5996-e7 .kb-image-is-ratio-size{align-self:unset;}.kb-image139276_8d5996-e7 figure{max-width:350px;}.kb-image139276_8d5996-e7 .image-is-svg, .kb-image139276_8d5996-e7 .image-is-svg img{width:100%;}.kb-image139276_8d5996-e7 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image139276_8d5996-e7\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/09\/CTA-2-11.png\" alt=\"puzzle io CTA\" class=\"kb-img wp-image-157324\" title=\"\"><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Puzzle IO<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Stop losing hours to repetitive tasks every month. Puzzle IO syncs your bank accounts, categorises transactions, and gives startup founders real time insights into cash burn runway and MRR. Free for companies under $5k in monthly expenses.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\">TRY PUZZLE IO NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/puzzle-io\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/puzzle-io-alternatives\">PUZZLE IO ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-puzzle-io'  id=\"boomdevs_3\" id=\"getting-started-with-puzzle-io\" class=\"wp-block-heading\">Getting Started with Puzzle IO<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before touching any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what my own workspace looked like on day one:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-6-2-2.png\" alt=\"How to Use Puzzle IO\" class=\"wp-image-93736\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-6-2-2.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/04\/Fahim-AI-6-2-2-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Puzzle IO website and click Get Started.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email, then add your company name and entity type.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150249\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for the confirmation email.<\/p>\n\n\n\n<h4 id='step-2-connect-your-bank-accounts'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Connect Your Bank Accounts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Integrations tab and pick your bank, card, and payroll tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Puzzle IO pulls historical transactions automatically once the connection is live.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/puzzle-io-top-benefits-980x380.png\" alt=\"Top Benefits of Puzzle IO\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your transactions list should populate within a few minutes.<\/p>\n\n\n\n<h4 id='step-3-finish-self-serve-onboarding'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Finish Self-Serve Onboarding<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Confirm your fiscal start date and pick cash or accrual <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-freelancers\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150244\" target=\"_blank\" rel=\"noopener\">accounting<\/a> as your default view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Map your current state honestly here so the books match your existing systems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The app then drafts your first financial statements.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-financial-insights'  id=\"boomdevs_7\" id=\"how-to-use-puzzle-io-financial-insights\" class=\"wp-block-heading\">How to Use Puzzle IO Financial Insights<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Financial Insights<\/strong> lets you pull cash burn, runway, MRR, and spending trends into one clean dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-insights-dashboard'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Insights Dashboard<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Insights in the left sidebar of your workspace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The default view shows revenue insights for the current month.<\/p>\n\n\n\n<h4 id='step-2-pick-your-reporting-window'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Pick Your Reporting Window<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Switch the date selector to last week, last month, or a custom range.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Metrics recalculate <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150267\" target=\"_blank\" rel=\"noopener\">instantly<\/a> against live financial data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/Untitled-design-3-11-980x639.png\" alt=\"Puzzle IO Financial Insights\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You should see burn runway plotted against your current cash balance.<\/p>\n\n\n\n<h4 id='step-3-pin-the-metrics-you-track'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Pin the Metrics You Track<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Star cash burn runway, gross margin, and payroll costs so they load first.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> A single dashboard that shows your startup&#8217;s finances at a glance.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Check this dashboard every Monday. Ten minutes turns raw numbers into actionable insights and catches spending problems <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150246\">early<\/a>.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-tax-compliance'  id=\"boomdevs_11\" id=\"how-to-use-puzzle-io-tax-compliance\" class=\"wp-block-heading\">How to Use Puzzle IO Tax Compliance<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Tax Compliance<\/strong> lets you keep your books clean enough to ensure compliance at filing time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-compliance-checklist'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Open the Compliance Checklist<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Head to Close, then open the monthly checklist.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It lists every account you still need to reconcile.<\/p>\n\n\n\n<h4 id='step-2-clear-uncategorised-items'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Clear Uncategorised Items<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Work through flagged rows and assign each one a category and vendor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Attach receipts directly to the transaction record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/Untitled-design-4-9-980x640.png\" alt=\"Puzzle IO Tax Compliance\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Every checklist row turns green once the period reconciles.<\/p>\n\n\n\n<h4 id='step-3-lock-the-period'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Lock the Period<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Close the month so nobody edits historical financial statements by accident.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Books your accountant can file from without a cleanup project.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Lock each month within ten days of close. Late edits are the number one cause of restated reports.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-bookkeeping-services'  id=\"boomdevs_15\" id=\"how-to-use-puzzle-io-bookkeeping-services\" class=\"wp-block-heading\">How to Use Puzzle IO Bookkeeping Services<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-hotels\" title=\"Bookkeeping\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150236\" target=\"_blank\" rel=\"noopener\">Bookkeeping<\/a> Services<\/strong> lets you invite a professional bookkeeper into your workspace without hiring one full time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-team-settings'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open Team Settings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click your company name, then choose Team and Access.<\/p>\n\n\n\n<h4 id='step-2-invite-your-bookkeeper'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Invite Your Bookkeeper<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Enter their email and set the accountant role.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They get scoped access to transactions and reports only.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/Untitled-design-5-9-980x511.png\" alt=\"Puzzle IO Bookkeeping Services\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your bookkeeper appears in the team list with an accountant badge.<\/p>\n\n\n\n<h4 id='step-3-assign-ownership'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Assign Ownership<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use responsibility cards to define who owns reconciliation, payroll, and vendor payments.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Clear accountability for every recurring <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-restaurants\" title=\"bookkeeping\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150257\" target=\"_blank\" rel=\"noopener\">bookkeeping<\/a> task.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Give bookkeepers view access to bank accounts but keep payment rights with a founder. It prevents awkward mistakes.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-partner-ecosystem'  id=\"boomdevs_19\" id=\"how-to-use-puzzle-io-partner-ecosystem\" class=\"wp-block-heading\">How to Use Puzzle IO Partner Ecosystem<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Partner Ecosystem<\/strong> lets you connect payroll, billing, and payment tools so data flows in without manual entry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-browse-available-integrations'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Browse Available Integrations<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Integrations directory and search by tool name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Stripe, Gusto, Ramp, and Brex all connect natively.<\/p>\n\n\n\n<h4 id='step-2-authorise-each-connection'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Authorise Each Connection<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Sign in through the provider and approve read access.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Historical data backfills automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/Untitled-design-6-6-980x629.png\" alt=\"Puzzle IO Partner Ecosystem\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each connected service shows a green sync status and a last sync date.<\/p>\n\n\n\n<h4 id='step-3-route-anything-missing-through-automation'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Route Anything Missing Through Automation<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150238\" target=\"_blank\" rel=\"noopener\">Zapier<\/a> or Make to sync tools that lack a native integration.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your finance stack feeds one platform instead of five spreadsheets.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Connect billing before payroll. Revenue data makes the first accrual close far easier to review.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-accrual-automation'  id=\"boomdevs_23\" id=\"how-to-use-puzzle-io-accrual-automation\" class=\"wp-block-heading\">How to Use Puzzle IO Accrual Automation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Accrual <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"Automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150241\">Automation<\/a><\/strong> lets you see cash and accrual accounting side by side without keeping two sets of books.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-switch-the-accounting-basis'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Switch the Accounting Basis<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use the toggle above any report to move between cash and accrual views.<\/p>\n\n\n\n<h4 id='step-2-review-the-difference'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Review the Difference<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Compare both numbers for the same month to spot timing gaps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Investors usually ask for the accrual version.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/Untitled-design-7-6-980x641.png\" alt=\"Puzzle IO Accrual Automation\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The same month shows two different revenue totals, as expected.<\/p>\n\n\n\n<h4 id='step-3-export-for-your-board'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Export for Your Board<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Download the accrual profit and loss as a PDF or CSV.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Board-ready reports without a manual rebuild every quarter.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Send investors accrual reports and run your own weekly cash monitoring on the cash view. Both audiences get what they need.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-built-in-automation'  id=\"boomdevs_27\" id=\"how-to-use-puzzle-io-built-in-accrual-automation\" class=\"wp-block-heading\">How to Use Puzzle IO Built-in Automation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Built-in Accrual Automation<\/strong> lets you post prepaids, deferrals, and depreciation without writing journal entries yourself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-flag-a-prepaid-expense'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Flag a Prepaid Expense<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open any annual invoice and mark it as a prepaid item.<\/p>\n\n\n\n<h4 id='step-2-set-the-amortisation-schedule'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Set the Amortisation Schedule<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the service start and end date, then choose monthly spread.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Puzzle books the entries for every future period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/puzzle-io-Built-in-Accrual-Automation-1024x907.png\" alt=\"Puzzle IO Built-in Accrual Automation\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Future months show the recurring entry already drafted.<\/p>\n\n\n\n<h4 id='step-3-review-the-generated-entries'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Review the Generated Entries<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the journal to confirm the schedule before you close the month.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Annual contracts spread correctly with no spreadsheet tracker.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Flag prepaids the moment the invoice lands. Retroactive schedules are the fiddliest thing to fix later.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-real-time-insights'  id=\"boomdevs_31\" id=\"how-to-use-puzzle-io-real-time-insights\" class=\"wp-block-heading\">How to Use Puzzle IO Real-Time Insights<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Real-Time Insights<\/strong> lets you check today&#8217;s numbers instead of waiting three weeks for a closed month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-home-dashboard'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open the Home Dashboard<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Your live cash position sits at the top of the workspace.<\/p>\n\n\n\n<h4 id='step-2-drill-into-any-number'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Drill into Any Number<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click a metric to open the underlying transactions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can trace a total down to a single transaction.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/puzzle-io-Real-Time-Insights-980x416.png\" alt=\"Puzzle IO Real-Time Insights\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Clicking cash balance opens today&#8217;s synced bank feed.<\/p>\n\n\n\n<h4 id='step-3-share-a-live-link'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Share a Live Link<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Send investors a view-only link instead of a stale PDF.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Real time insights you can act on mid-month, not after it.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Bookmark the drill-down view for your largest expense category. It is where most budget leaks start.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-self-guided-onboarding'  id=\"boomdevs_35\" id=\"how-to-use-puzzle-io-self-guided-onboarding\" class=\"wp-block-heading\">How to Use Puzzle IO Self-guided Onboarding<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Self-guided Onboarding<\/strong> lets you get draft financial statements built for you in roughly 15 minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-start-the-guided-flow'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Start the Guided Flow<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">New workspaces open the setup wizard by default.<\/p>\n\n\n\n<h4 id='step-2-answer-the-business-questions'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Answer the Business Questions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Confirm entity type, fiscal year, and whether you have revenue yet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The AI uses these details to build your chart of accounts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/puzzle-io-Self-guided-onboarding-980x418.png\" alt=\"Puzzle IO Self-guided Onboarding\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Draft financial statements appear under Reports when the flow finishes.<\/p>\n\n\n\n<h4 id='step-3-book-a-free-onboarding-call'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Book a Free Onboarding Call<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Complex cap tables or multiple entities? Book the free call from the help menu.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> A working set of books on day one instead of week three.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Do onboarding with your last bank statement open. Matching opening balances now saves an hour later.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-puzzle-io-smarter-accounting'  id=\"boomdevs_39\" id=\"how-to-use-puzzle-io-smarter-accounting\" class=\"wp-block-heading\">How to Use Puzzle IO Smarter Accounting<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Smarter Accounting<\/strong> lets you teach the AI your rules once so it categorises transactions the way you would.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-rules-panel'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open the Rules Panel<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Transactions, then Rules, and click New Rule.<\/p>\n\n\n\n<h4 id='step-2-define-the-condition'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Define the Condition<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Match on vendor, amount, or description <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150239\" target=\"_blank\" rel=\"noopener\">text<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set the category and any note you want applied automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/02\/puzzle-io-Smarter-accounting-980x488.png\" alt=\"Puzzle IO Smarter Accounting\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Matching rows recategorise and the uncategorised count drops.<\/p>\n\n\n\n<h4 id='step-3-bulk-apply-to-history'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Bulk Apply to History<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Run the rule across past transactions to clean up months of backlog at once.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Repetitive tasks handled by rules instead of your Sunday evening.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Review AI categorisations weekly for the first month. Correcting early builds far better accuracy than a big cleanup.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='puzzle-io-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"puzzle-io-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Puzzle IO Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eight months inside the app, here are the tips that saved me the most hours.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Success with this platform comes from small weekly habits, not big cleanups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Global search<\/td><td>Cmd \/ Ctrl + K<\/td><\/tr><tr><td>Jump to transactions<\/td><td>G then T<\/td><\/tr><tr><td>Categorise selected row<\/td><td>C<\/td><\/tr><tr><td>Select all filtered rows<\/td><td>Cmd \/ Ctrl + A<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bulk classification:<\/strong> Filter by vendor, select every row, and categorise hundreds of transactions in one click.<\/li>\n\n\n\n<li><strong>Free onboarding call:<\/strong> Sitting in the help menu, this gets a specialist to configure your workspace with you.<\/li>\n\n\n\n<li><strong>Cost per step tracking:<\/strong> Tag which tools and services drive each cost so you can cut the ones with no value.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='puzzle-io-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"puzzle-io-common-mistakes-to-avoid\" class=\"wp-block-heading\">Puzzle IO Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Trusting Every AI Category Without Review<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Connecting accounts and assuming the AI classified six months of data correctly.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Spend 15 minutes reviewing the first batch, then write rules for anything it got wrong.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Skipping the Monthly Checklist<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Only opening the app when investors demand reports.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Run the checklist monthly so reconciliation stays a 20-minute job.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Using Only the Cash View<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"Reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150243\" target=\"_blank\" rel=\"noopener\">Reporting<\/a> cash numbers to investors who expect accrual accounting.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Toggle to accrual before exporting anything that leaves your company.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='puzzle-io-troubleshooting'  id=\"boomdevs_45\" id=\"puzzle-io-troubleshooting\" class=\"wp-block-heading\">Puzzle IO Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Bank Feed Stopped Syncing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your bank expired the connection token, which most banks do every 90 days.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open Integrations, click the failing bank, and reauthorise it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Transactions Categorised Incorrectly<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The AI matched a vendor name that appears in two different categories.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Correct one transaction, then build a rule from it so the fix sticks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Reports Show Different Numbers Than Your Bank<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Pending transactions post on a later date than your statement shows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Match your closing balance to the statement date, not to today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, the help center and customer support team can dig into your workspace.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, 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#ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-puzzle-io'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Puzzle IO?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Puzzle IO<\/strong> is AI-driven <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-accounting-software\" title=\"accounting software\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150277\" target=\"_blank\" rel=\"noopener\">accounting software<\/a> that automates bookkeeping for early stage companies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a bookkeeper who never sleeps and never loses a receipt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One dashboard covers your whole financial health, so you stop juggling spreadsheets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It was built specifically for startups, which is why it runs cash and accrual accounting together.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best Free Accounting Software for Small Businesses | Puzzle.io Review 2024\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/5enw41cqMIA?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Financial Insights:<\/strong> See cash burn, runway, and MRR on one dashboard<\/li>\n\n\n\n<li><strong>Tax Compliance:<\/strong> Keep books clean and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-seo-audit-tools\" title=\"audit\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150237\" target=\"_blank\" rel=\"noopener\">audit<\/a> ready before filing season<\/li>\n\n\n\n<li><strong>Bookkeeping Services:<\/strong> Add a professional bookkeeper without hiring anyone in house<\/li>\n\n\n\n<li><strong>Partner Ecosystem:<\/strong> Connect banks, payroll, and billing tools in minutes<\/li>\n\n\n\n<li><strong>Accrual Automation:<\/strong> Run cash and accrual accounting side by side<\/li>\n\n\n\n<li><strong>Built-in Accrual Automation:<\/strong> Post prepaids and deferrals without manual journal entries<\/li>\n\n\n\n<li><strong>Real-Time Insights:<\/strong> Check today&#8217;s numbers instead of waiting for month end<\/li>\n\n\n\n<li><strong>Self-guided Onboarding:<\/strong> Generate draft financial statements in about 15 minutes<\/li>\n\n\n\n<li><strong>Smarter Accounting:<\/strong> Set rules once and let the AI apply them<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/puzzle-io\">Puzzle IO review<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/08\/Untitled-design-1-5-980x476.png\" alt=\"What is Puzzle IO\" title=\"\"><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content 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#ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='puzzle-io-pricing'  id=\"boomdevs_47\" id=\"puzzle-io-pricing\" class=\"wp-block-heading\">Puzzle IO Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what Puzzle IO costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Accounting basics<\/td><td>$0\/month<\/td><td>Companies under $5k in monthly expenses<\/td><\/tr><tr><td>Accounting plus Insights<\/td><td>$42.50\/month<\/td><td>Funded startups tracking burn runway<\/td><\/tr><tr><td>Advanced Automation<\/td><td>$85\/month<\/td><td>Teams needing accrual automation and rules<\/td><\/tr><tr><td>Accounting plus Scale<\/td><td>$255\/month<\/td><td>Growing companies with multiple entities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes \u2014 the free tier runs indefinitely for small spenders, and paid plans offer a trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No formal guarantee, but plans are monthly and cancel anytime.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/08\/Untitled-design-2-5-980x542.png\" alt=\"Puzzle IO Pricing\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Accounting plus Insights \u2014 it adds the revenue insights most founders open daily.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The upgrade helps you save time at close and keep more money in the bank.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn 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#3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='puzzle-io-vs-alternatives'  id=\"boomdevs_48\" id=\"puzzle-io-vs-alternatives\" class=\"wp-block-heading\">Puzzle IO vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Puzzle IO compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Puzzle IO<\/strong><\/td><td>AI startups and founders<\/td><td>$0\/mo<\/td><td>\u2b50 3.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/quickbooks\" title=\"QuickBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150260\" target=\"_blank\" rel=\"noopener\">QuickBooks<\/a><\/td><td>Feature depth<\/td><td>$38\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/xero\" title=\"Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150265\" target=\"_blank\" rel=\"noopener\">Xero<\/a><\/td><td>Multi-currency books<\/td><td>$20\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshbooks\" title=\"FreshBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150240\" target=\"_blank\" rel=\"noopener\">FreshBooks<\/a><\/td><td>Service businesses<\/td><td>$21\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zoho-books\" title=\"Zoho Books\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150264\" target=\"_blank\" rel=\"noopener\">Zoho Books<\/a><\/td><td>Budget-conscious teams<\/td><td>$20\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/wave\" title=\"Wave\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150253\" target=\"_blank\" rel=\"noopener\">Wave<\/a><\/td><td>Solo founders<\/td><td>$0\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/sage\" title=\"Sage\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150268\" target=\"_blank\" rel=\"noopener\">Sage<\/a><\/td><td>Established companies<\/td><td>$25\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/netsuite\" title=\"NetSuite\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150250\" target=\"_blank\" rel=\"noopener\">NetSuite<\/a><\/td><td>Enterprise finance<\/td><td>$999\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> QuickBooks \u2014 the industry standard for feature depth and integration<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Wave \u2014 free invoicing and bookkeeping for tiny businesses<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Puzzle IO \u2014 self-serve onboarding drafts your books in minutes<\/li>\n\n\n\n<li><strong>Best for startup founders:<\/strong> Puzzle IO \u2014 dual-basis accounting plus investor-ready metrics<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Puzzle IO Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Puzzle IO alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>Dext:<\/strong> Receipt and vendor document capture that feeds clean data into your ledger.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Xero:<\/strong> Strong multi-currency books with a huge app marketplace and clean reports.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Sage:<\/strong> Deep accounting capabilities for established companies with complex requirements.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Zoho Books:<\/strong> Affordable accounting that connects to the wider Zoho <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150259\" target=\"_blank\" rel=\"noopener\">business<\/a> suite.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Synder:<\/strong> Syncs e-commerce and payment platform data into your books automatically.<\/li>\n\n\n\n<li>\u26a1 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/easy-month-end\" title=\"Easy Month End\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150276\" target=\"_blank\" rel=\"noopener\">Easy Month End<\/a>:<\/strong> Focused purely on making reconciliation and month-end close faster.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/docyt\" title=\"Docyt\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150262\" target=\"_blank\" rel=\"noopener\">Docyt<\/a>:<\/strong> AI bookkeeping with automated categorisation for multi-location businesses.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/refresh-me\" title=\"RefreshMe\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150235\" target=\"_blank\" rel=\"noopener\">RefreshMe<\/a>:<\/strong> Lightweight financial tracking for very small teams and side projects.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Wave:<\/strong> Free invoicing and bookkeeping, ideal before you raise any money.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Quicken:<\/strong> Personal and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager-for-small-business\" title=\"small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150234\" target=\"_blank\" rel=\"noopener\">small business<\/a> finances in one simple desktop app.<\/li>\n\n\n\n<li>\ud83d\udcca <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubdoc\" title=\"Hubdoc\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150255\" target=\"_blank\" rel=\"noopener\">Hubdoc<\/a>:<\/strong> Automatic document fetching from banks and vendors, bundled with Xero.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/expensify\" title=\"Expensify\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150266\" target=\"_blank\" rel=\"noopener\">Expensify<\/a>:<\/strong> Expense reports and card spending controls your team actually uses.<\/li>\n\n\n\n<li>\u2b50 <strong>QuickBooks:<\/strong> The industry standard, with unmatched integration and accountant familiarity.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/autoentry\" title=\"AutoEntry\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150254\" target=\"_blank\" rel=\"noopener\">AutoEntry<\/a>:<\/strong> Extracts data from invoices and statements so nobody types them manually.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>FreshBooks:<\/strong> Clean invoicing and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-time-management-app\" title=\"time tracking\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150233\" target=\"_blank\" rel=\"noopener\">time tracking<\/a> built for service businesses and clients.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>NetSuite:<\/strong> Full ERP with accounting, inventory, and reporting for larger companies.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/puzzle-io-alternatives\">Puzzle IO alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Puzzle IO Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how Puzzle IO stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-dext\" title=\"Puzzle IO vs Dext\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150251\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Dext<\/a>:<\/strong> Dext wins on receipt capture; Puzzle wins as your actual accounting system.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-xero\" title=\"Puzzle IO vs Xero\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150252\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Xero<\/a>:<\/strong> Xero has more integrations; Puzzle gives faster startup metrics out of the box.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-sage\" title=\"Puzzle IO vs Sage\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150263\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Sage<\/a>:<\/strong> Sage suits established firms; Puzzle suits early stage companies with lean teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-zoho-books\" title=\"Puzzle IO vs Zoho Books\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150245\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Zoho Books<\/a>:<\/strong> Zoho costs less at scale; Puzzle needs far less accounting knowledge to run.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-synder\" title=\"Puzzle IO vs Synder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150258\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Synder<\/a>:<\/strong> Synder is a sync layer; Puzzle replaces the whole bookkeeping workflow.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-easy-month-end\" title=\"Puzzle IO vs Easy Month End\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150271\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Easy Month End<\/a>:<\/strong> Easy Month End speeds close only; Puzzle handles the full accounting process.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-docyt\" title=\"Puzzle IO vs Docyt\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150270\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Docyt<\/a>:<\/strong> Both automate categorisation, but Puzzle is built specifically for venture-backed startups.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-refreshme\" title=\"Puzzle IO vs RefreshMe\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150248\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs RefreshMe<\/a>:<\/strong> RefreshMe stays basic; Puzzle adds accrual accounting and investor-ready financial statements.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-wave\" title=\"Puzzle IO vs Wave\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150273\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Wave<\/a>:<\/strong> Wave is free forever; Puzzle offers real time insights Wave simply does not have.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-quicken\" title=\"Puzzle IO vs Quicken\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150261\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Quicken<\/a>:<\/strong> Quicken targets personal finances; Puzzle targets a startup&#8217;s finances and its investors.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-hubdoc\" title=\"Puzzle IO vs Hubdoc\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150242\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Hubdoc<\/a>:<\/strong> Hubdoc only fetches documents; Puzzle turns those documents into finished reports.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-expensify\" title=\"Puzzle IO vs Expensify\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150247\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs Expensify<\/a>:<\/strong> Expensify manages spending; Puzzle records it and reports on it properly.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-quickbooks\" title=\"Puzzle IO vs QuickBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150272\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs QuickBooks<\/a>:<\/strong> QuickBooks has more depth; users flee its complexity and cost for Puzzle&#8217;s cleaner app.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-autoentry\" title=\"Puzzle IO vs AutoEntry\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150274\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs AutoEntry<\/a>:<\/strong> AutoEntry is data entry; Puzzle is the platform that data entry feeds.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-freshbooks\" title=\"Puzzle IO vs FreshBooks\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150269\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs FreshBooks<\/a>:<\/strong> FreshBooks bills clients better; Puzzle tracks cash burn runway better.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/puzzle-io-vs-netsuite\" title=\"Puzzle IO vs NetSuite\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150275\" target=\"_blank\" rel=\"noopener\">Puzzle IO vs NetSuite<\/a>:<\/strong> NetSuite fits enterprises; Puzzle fits companies that want books running this week.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-puzzle-io-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Puzzle IO Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Puzzle IO feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Financial Insights<\/li>\n\n\n\n<li>\u2705 Tax Compliance<\/li>\n\n\n\n<li>\u2705 Bookkeeping Services<\/li>\n\n\n\n<li>\u2705 Partner Ecosystem<\/li>\n\n\n\n<li>\u2705 Accrual Automation<\/li>\n\n\n\n<li>\u2705 Built-in Accrual Automation<\/li>\n\n\n\n<li>\u2705 Real-Time Insights<\/li>\n\n\n\n<li>\u2705 Self-guided Onboarding<\/li>\n\n\n\n<li>\u2705 Smarter Accounting<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Financial Insights.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than 5 minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns139283_93792a-4c, .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns139283_93792a-4c{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns139283_93792a-4c .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns139283_93792a-4c\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, 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#ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn139283_fff538-9c.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn139283_fff538-9c kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/puzzle-io\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Puzzle io for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How do you play puzzles step by step?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Puzzle IO is accounting software, not a game. You connect bank accounts, review AI-categorised transactions, reconcile monthly, then export financial statements for your team or investors.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to solve the puzzle easily?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you mean the software, start with the free tier. Connect one bank account, let the AI classify a month, then correct anything wrong with rules.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is puzzle an ERP?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No. Puzzle IO is accounting and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"bookkeeping software\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150256\" target=\"_blank\" rel=\"noopener\">bookkeeping software<\/a> for startups. ERP platforms like NetSuite also handle inventory, procurement, and manufacturing across a whole company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is puzzle accounting software?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is an AI accounting platform that automates bookkeeping, runs cash and accrual accounting together, and shows cash burn, runway, and MRR in real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Can you use AI to solve puzzles?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Puzzle IO uses AI to categorise transactions, apply your rules, and draft financial statements, cutting repetitive tasks that normally eat a bookkeeper&#8217;s week.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-puzzle-io\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Puzzle IO\",\n      \"description\": \"Set up your Puzzle IO account, connect bank accounts, and finish onboarding\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the Puzzle IO website, click Get Started, and enter your work email, company name, and entity type.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Connect Your Bank Accounts\",\n          \"text\": \"Open the Integrations tab and connect your bank, card, and payroll tools so transactions sync automatically.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Finish Self-Serve Onboarding\",\n          \"text\": \"Confirm your fiscal start date and accounting basis, then let the app draft your first financial statements.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-puzzle-io\/#howto-financial-insights\",\n      \"name\": \"How to Use Puzzle IO Financial Insights\",\n      \"description\": \"See cash burn, runway, and MRR on one dashboard\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Insights Dashboard\",\n          \"text\": \"Click Insights in the left sidebar of your workspace. 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They get scoped access to transactions and reports only.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Assign Ownership\",\n          \"text\": \"Use responsibility cards to define who owns reconciliation, payroll, and vendor payments.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-puzzle-io\/#howto-partner-ecosystem\",\n      \"name\": \"How to Use Puzzle IO Partner Ecosystem\",\n      \"description\": \"Connect banks, payroll, and billing tools in minutes\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Browse Available Integrations\",\n          \"text\": \"Open the Integrations directory and search by tool name. Stripe, Gusto, Ramp, and Brex all connect natively.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Authorise Each Connection\",\n          \"text\": \"Sign in through the provider and approve read access. Historical data backfills automatically.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Route Anything Missing Through Automation\",\n          \"text\": \"Use Zapier or Make to sync tools that lack a native integration.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-puzzle-io\/#howto-accrual-automation\",\n      \"name\": \"How to Use Puzzle IO Accrual Automation\",\n      \"description\": \"Run cash and accrual accounting side by side\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Switch the Accounting Basis\",\n          \"text\": \"Use the toggle above any report to move between cash and accrual views.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Review the Difference\",\n          \"text\": \"Compare both numbers for the same month to spot timing gaps. 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You connect bank accounts, review AI-categorised transactions, reconcile monthly, then export financial statements for your team or investors.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How to solve the puzzle easily?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"If you mean the software, start with the free tier. Connect one bank account, let the AI classify a month, then correct anything wrong with rules.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is puzzle an ERP?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"No. Puzzle IO is accounting and bookkeeping software for startups. ERP platforms like NetSuite also handle inventory, procurement, and manufacturing across a whole company.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is puzzle accounting software?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"It is an AI accounting platform that automates bookkeeping, runs cash and accrual accounting together, and shows cash burn, runway, and MRR in real time.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Can you use AI to solve puzzles?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. Puzzle IO uses AI to categorise transactions, apply your rules, and draft financial statements, cutting repetitive tasks that normally eat a bookkeeper's week.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How to build a puzzle step by step?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Create your workspace, connect bank accounts and payroll, confirm your fiscal year, review the AI categorisations, then close your first month with the built-in checklist.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How to explain a puzzle game?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Puzzle IO is not a game. It is accounting software that gives startup founders financial clarity through automated bookkeeping and live dashboards.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 1,\n          \"name\": \"Home\",\n          \"item\": \"https:\/\/fahimai.com\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 2,\n          \"name\": \"Accounting\",\n          \"item\": \"https:\/\/www.fahimai.com\/category\/software\/accounting\/puzzle-io\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 3,\n          \"name\": \"How to Use Puzzle IO\"\n        }\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start This guide covers every Puzzle IO feature: Time needed: 5 minutes per feature Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This Guide I have run my own company books inside Puzzle IO for eight months and tested every feature here. This tutorial comes [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":93736,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[600],"tags":[932,1182],"class_list":["post-93735","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-puzzle-io","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/posts\/93735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/comments?post=93735"}],"version-history":[{"count":2,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/posts\/93735\/revisions"}],"predecessor-version":[{"id":221770,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/posts\/93735\/revisions\/221770"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/media\/93736"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/media?parent=93735"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/categories?post=93735"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/fr\/wp-json\/wp\/v2\/tags?post=93735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}