Product update - September 2022

Helen Chong

Featured update: The best MRR and ARR around

Call for beta volunteers!  Automated ARR/MRR tables, free!

You know that complicated ARR/MRR table all your investors ask you for?  That one that takes forever to build, verify and you are always nervous you got it wrong, but you did it cause it was that important?  We decided to automate it for you.  For Stripe users, get your MRR, ARR, detailed insights, fully automated. Request early access at

New & improved

🚄 Missing Data?  No problem.

While we pride ourselves on our data ingestion platform, we know APIs can go down, especially without a direct integration (ahem, older banks).  So now we have the ability to automatically ingest bank and credit card transaction CSVs in just a few clicks. Try it out on our transactions page.

🏎️💨 Improved experiences

We are constantly pushing out new features and improvements.  Here are some of our favorites from August…

  • Delete transactions
    Accidentally connect data you don’t want? No worries! Now you can “delete transactions” with one click, and we automate the reversing journal entries.
  • Sweep accounts support
    The fed raised interest rates, and now sweep accounts can earn you interest.  But it also used to add massive accounting complexity. Not anymore… sweep accounts - reconciled!
  • Tagging a colleague now delivers an email notification
    Have a question or need some help to close your books?  Tag a colleague or bookkeeper, and they will get a deep link, to the transaction, with context to what is needed.
  • More Puzzlenauts to help with your questions!
    Email us at and we now have more Puzzlenauts on standby ready to help.  A team of CPAs, bookkeepers, auditors, product, and our CEO.

We constantly ship new features and prioritize based on our customer's feedback. If you have ideas on how we can improve, please let us know.

The Puzzle Product Team

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Helen Chong
Growth @ Puzzle

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