Certified Puzzle Advisor
Become a certified Puzzle advisor with our easy-to-understand, experiential training program led by professional accountants at Puzzle.
Learn how to use the first real-time accounting software built for startups.
Cut your manual categorization by 50%.
Gain efficiencies with automated bank reconciliations.
Access AI-powered workflows that make you more efficient.
Experience 1 click auto-accruals, automated revenue recognition, and more!
Get guided by CPAs at Puzzle
Welcome! Become a CPA (Certified Puzzle Advisor)
Puzzle vs. QBO
Your demo account
Onboarding
Dashboard
How real-time is real-time?
Categorization checks
Native integrations
Manual account imports
Removing integrations
Manage users
Autonomous Accounting settings
Chart of accounts
Inbox
Monthly checklist
Opening balance review
Spotlight
QuickBooks Financial Conversion
Categorization intro
Four types of categorizations
Transaction status
Transaction details
Split a transaction
Rule creation
Bulk re-categorization
Classifications
AI Lookup and AI Categorizer
AI Categorizer continued
1 click auto-accruals
Collaboration and Tagging
Reconciliation Overview
Completing a reconciliation
Reconciliation tips and tricks
Unlinked bank transfers
Unlinked credit card payments
Available cash balance
Fixed assets ≥$2,500 and automations
Prepaid expenses
Spend Explorer
Brex integration for greater efficiencies
Ramp integration for 50% faster categorization
Bills management
Paid bills
Bills and accruals
Startup metric deep dive
Core financials and exports
Tax package
Level up your value and expertise.