How to Use Puzzle io: Enhance Financial Transparency in 2026?

Many founders hate accounting because it feels messy and slow.

Manual data entry takes hours and leads to costly errors.

You might feel like you are drowning in receipts and spreadsheets.

This stress pulls you away from growing your 商业.

There is a better way to manage your money.

Knowing how to use Puzzle IO changes everything for your team.

It uses AI to automate your 簿记 in real time.

Follow this easy guide to setting up your account.

Puzzle IO

加入超过70万家企业的行列 使用 Dext节省时间 簿记 数据准确率高达99%。立即开始免费试用！

免费试玩 Puzzle IO 阅读完整评论 Puzzle IO 的替代方案

Puzzle IO Tutorial

Setting up Puzzle is simple. First, connect your bank accounts & credit cards.

The AI then automatically organizes your spending.

Review your dashboard to see real-time 数据.

This process keeps your books clean without the usual manual work or stress.

How to Use Smarter Accounting

Managing your general ledger used to be hard work.

You had to type in every single transaction manually.

This old way wasted time and led to mistakes.

更智能 会计 uses intelligent automation to do the heavy lifting for you.

It learns from your activity and 即刻 suggests the right categories.

This gives startup founders financial clarity without needing a professional bookkeeper to watch every penny.

Step 1: Connect Your Financial Accounts

First, you need to feed financial data into the system.

This allows the software to see what is happening with your money.

• Log in to your Puzzle dashboard.
• Click on the Connections tab in the settings menu.
• Select your bank (like Mercury or Brex) and credit card providers.
• Follow the secure prompts to link your accounts.
• The system pulls your transaction history automatically to start cash monitoring.

Step 2: Review AI Suggestions

The software is built specifically for early-stage companies.

It uses AI to guess where your money is going.

• Go to the General Ledger or Transactions feed.
• Look for the “Suggested” tag next to new expenses.
• The AI will guess if a purchase is for “Software,” “旅行,” or “Meals.
• If the AI is right, you don’t need to do anything. This helps you save time on manual entry.

Step 3: Correct and Train the AI

Sometimes, the AI might 制作 a mistake. You can fix it quickly.

This teaches the tool how to manage your startup’s finances more effectively.

• If a category looks wrong, click the transaction line.
• Select the correct category from the dropdown menu.
• Checked the box that says “Apply to similar future transactions.”
• This trains the system to be more accurate next time and helps ensure compliance.

Step 4: Set Up Autopilot Rules

You can stop doing repetitive tasks completely. Set up rules for recurring bills.

• Identify recurring bills, like your monthly server costs or rent.
• Create a Rule that tells Puzzle to always categorize “AWS” as “Hosting.”
• Save the rule to automate this task forever.
• This keeps your financial statements clean and gives you better real-time insights.

How to Use Financial Insights

Founders need to know their cash flow right now, not next month.

The Financial Insights feature gives you a live look at your money.

This helps you make faster decisions about hiring or spending.

You can use this platform to see your business’s current state without waiting.

Step 1: Access the Main Dashboard

First, you need to see exactly how much money you have.

This helps you understand the value of your cash on hand.

• Log in to the Puzzle app.
• Click the Insights tab on the left sidebar to access your data.
• View your “Cash Balance” and “Burn Rate” widgets at the top.
• These numbers update instantly, so you always know your cash position.

Step 2: Drill Down into Burn Rate

Next, check where your money is going.

This helps your company keep expenses low.

• Click on the Burn Rate chart to expand it.
• Toggle between “Gross Burn” and “Net Burn.”
• Hover over specific months to see spikes in costs.
• Use this data to focus on areas where you can save money.

Step 3: Analyze Revenue Trends

You also need to track who is paying you. This tracks your sales success.

• Scroll down to the Revenue section.
• Filter by specific customer or product lines.
• See which clients are paying on time for your services.
• This helps you spot individual transactions that drive growth.

Step 4: Generate a PDF Report

Finally, share your results with others.

You don’t need to hire an accountant or bookkeeper to build these reports manually.

• Locate the Export button at the top right of the Insights page.
• Select “Monthly Financial Package” to create a plan for your stakeholders.
• Download the PDF to share with your investors or board members.
• The software uses 自动化 and smart systems to do this for you.
• These tools make 报道 easy without any extra work.

How to Use the Partner Ecosystem

你的 会计软件 shouldn’t live on an island.

Puzzle connects with other tools you already use.

This feature adds new capabilities to your 商业.

It allows different apps to talk to each other.

Step 1: Open the Integrations Library

First, you need to find the right tools to connect.

• Navigate to Settings and select the integration menu.
• Explore the list of available partners, such as Gusto, Rippling, or Stripe.
• You will see options that support Payroll, Revenue, and Banks.

Step 2: Connect Your Payroll Provider

Next, link the system that pays your team. This saves you from typing in data by hand.

• Select your payroll tool from the list.
• Click Connect. It only takes a moment to sign in.
• Allow Puzzle to read your payroll details.
• This automatically pulls in salaries and taxes.

Step 3: Sync Revenue Data

Finally, make sure your sales numbers are correct.

• Find the vendor for your payments, like Stripe.
• Sync your sales data to keep your 簿记 accurate.
• Note that this helps you calculate your real burn 跑道.
• The system uses rules to sort fees and sales by date.
• Check this every week to keep your books clean.

Puzzle IO 的替代方案

以下是一些流行的 Puzzle IO 替代游戏：

• 右手: 这款软件专注于自动从收据和发票中提取数据。它通过数字化纸质文件，节省了手动数据录入的时间。
• Xero: 这是一个流行的云端会计平台。它是 Atera 记账功能的替代方案，提供发票、银行对账和费用跟踪工具。
• 圣人: 作为一家知名的商业管理软件提供商，Sage 提供一系列会计和财务解决方案，可以作为 Atera 财务管理模块的替代方案。
• Zoho Books: 作为 Zoho 套件的一部分，这款功能强大的会计工具适用于中小型企业。它有助于开具发票、跟踪费用和管理库存，对于需要全面财务工具的用户来说，是一个不错的选择。
• 辛德: 这款软件专注于将您的电子商务和支付平台与会计软件同步。对于需要将销售渠道的数据自动导入账簿的企业来说，它是一个实用的选择。
• 轻松月末: 该工具专为简化月末结算流程而设计。对于希望改进和自动化财务报告及对账工作的企业而言，它是一种专业的替代方案。
• 多西特: Docyt是一个人工智能驱动的记账平台，可实现财务工作流程自动化。它是Atera人工智能记账功能的直接竞争对手，提供实时数据和自动化文档管理。
• 刷新我: 这是一个个人财务管理平台。虽然它并非直接的商业替代方案，但它提供类似的功能，例如费用和发票跟踪。
• 海浪: 这是一款很受欢迎的免费财务软件。对于自由职业者和小企业来说，它是一个很好的选择，可以用来开具发票、记账和扫描收据。
• 加速: 一款广为人知的个人和小企业理财工具。它有助于预算编制、支出跟踪和财务规划。
• Hubdoc: 这款软件是一款文档管理工具。它会自动获取您的财务文档并将其同步到您的会计软件中。
• Expensify: 这个平台专注于费用管理，非常适合扫描收据、商务旅行和生成费用报表。
• QuickBooks: 最广泛使用的会计软件之一。 QuickBooks 是一个强大的替代方案，它提供了一整套财务管理工具。
• 自动输入: 该工具可自动录入数据，是 Atera 内置收据和发票采集功能的理想替代方案。
• FreshBooks: 这个程序非常适合用于开票和会计核算。它深受自由职业者和小企业的欢迎，因为他们需要一种简单的方式来跟踪时间和费用。
• NetSuite: NetSuite 是一款功能强大且全面的云端企业管理套件。对于需要财务管理以外功能的大型企业而言，NetSuite 是一个理想的选择。

Puzzle IO 对比

结论

You now understand how to use Puzzle io to manage your money.

This tool is perfect for AI startups that need to move fast.

It gives you actionable insights so that you can make smart choices instantly.

You can check your revenue insights and cash burn runway at any time.

This keeps your financial health strong as you grow.

The software even handles hard tasks like accrual 会计 自动地。

There is a huge demand for simple financial tools right now.

Start using Puzzle io to save time and focus on building your business.

常见问题解答

More Facts about Puzzle

• Simple Dashboard: Puzzle gives you a single, easy-to-read screen to checkthe health of your company’s finances.
• Built for Startups: This software is made just for startups and handles the two main types of accounting (cash and accrual) automatically.
• Easier than QuickBooks: Many people find Puzzle more modern and easier to understand than QuickBooks.
• Why People Switch: Users often leave QuickBooks for Puzzle to avoid high costs, confusing screens, and hard-to-use features.
• QuickBooks is Still Big: Even though Puzzle is easier to use, QuickBooks remains the industry leader because it offers a vast range of features and integrations.
• 免费选项： Puzzle is popular because it offers a free plan for companies spending less than $5,000 a month.
• 快速安装： Switching from QuickBooks to Puzzle is simple and takes just a few minutes.
• 专家协助： You can invite bookkeepers or finance experts into the software to help you manage your money.
• Drafts in Minutes: When you first join, the software can create a rough draft of your financial reports in about 15 minutes.
• Metrics Tracking: The dashboard lets you track key metrics, such as how much cash you have and how quickly you are spending it.
• 好的 安全: Puzzle uses strong security measures, such as encryption, to keep your money and data safe.
• 帮助中心： A library of articles and answers to common questions for users who need help.
• Web-Based: You use Puzzle primarily through a web browser on your computer or phone, not a downloaded program.
• Clean Look: Users really like that the software looks clean and simple to use.
• Real-Time Sync: A big plus is that Puzzle connects to your bank account instantly, so you don’t have to type in numbers by hand.
• AI Concerns: Some users worry that the computer (AI) tries to organize transactions on its own and sometimes makes mistakes that are hard to fix.
• Support Issues: Some users have reported that customer support and the setup process can be frustrating.
• Feels New: Some people say the software feels like it is still in a testing phase (“beta”) and is missing some basic features.
• Due Diligence: The software gives you instant access to the financial reports investors need to review before investing.
• Automates Boring Work: Puzzle does the repetitive, boring accounting tasks for you automatically.
• Investor View: It helps founders move from a messy startup style to a more organized, professional way of running a business.
• Monthly Checklist: The software includes a checklist to help you ensure all your accounts match at the end of the month.

Facts about Puzzle (The Workflow & Process Tool)

• Responsibility Cards: This tool creates cards that show new team members exactly what tasks they are responsible for.
• Visual Database: It uses a visual system to track how well work is flowing and spot where things are getting stuck.
• Project Breakdowns: Users can add sections and steps to their workspace to break big projects into smaller pieces.
• Syncs with Tools: The platform integrates with other modern tools to eliminate manual work.
• Organized Workspaces: It organizes projects into separate areas, keeping things clear and efficient.
• Detailed Notes: You can add notes, links, and training documents to the side of your project view for extra detail.
• Visual Management: A tool that helps teams see and manage their daily processes.
• Define Roles: It lets you clearly say who “owns” a task so everyone knows who is responsible.
• Cost Tracking: You can see exactly how much every step in your process costs, which helps you decide what to fix first.
• Team Chat: Teams can leave comments on specific steps to discuss work and stay on the same page.
• Step-by-Step Maps: Users can create visual maps that show how a process works, step by step.
• ROI Tracking: The tool helps you track the return on investment (ROI) for each tool and step you use.