Streamlining Accounting and Finance with Automation: Brex, Ramp, and Puzzle Team Up

Lisa Kleinsorge

Operating a business today is made simpler with today's modern financial stack. Now, with smart partners like Brex and Ramp, you can stream and embed documents like receipts and statements directly into your financials – supercharging productivity and allowing more time to learn a new language or focus on activities that will take you a step closer to your goal.

Every company has a story, and every purchase adds to that narrative.

Get your expenses under control.

Puzzle has teamed up with Ramp and Brex to make managing your company's financials easier. Now, you can automatically embed receipts from Brex and Ramp directly into Puzzle so that all transactions are fully visible - giving you greater peace of mind that expenses won't slip through the cracks.

Plus, when it comes time for spending clarification (no matter how creative Joe in marketing gets), a simple click gives you access to every detail from those Chucky Cheese bills — all thanks to metadata API integrations provided by our friends at Ramp and Brex.

Stay in control of your finances.

For bookkeepers and auditors, reconciliations can be a tedious task that often doesn't get the recognition it deserves. Puzzle is here to change this with our new reconciliation tool - no more downloading PDFs from your institution (in this case, Brex) and painstakingly studying statements in separate windows!

Stay in control of your finances with Brex statements on Puzzle

When you're ready for your statement, it's already there, in your Puzzle dashboard, waiting within an automatically drafted reconciliation so data integrity stays intact while saving precious time.

Never lose a receipt again.

Streamlining all your records in one place isn't just for speed and convenience; it can help you save hundreds if not thousands, of dollars.

With Puzzle’s built-in documentation directly from Ramp, performing complicated tasks like IRS audits, state revenue agencies, investment diligence, or CFO reviews is now faster and simpler— saving you valuable time (and money!).

Never lose a receipt again with Ramp receipts on Puzzle

No more wasting precious resources sorting through piles of paper— you can now access all the information you need with a few clicks! If you’re paying an auditor or CFO by the hour— they'll breeze through work in half the time.

What does efficient accounting look like?

With Puzzle, Brex, and Ramp at your side, you’ll have the power to make smarter decisions in no time. Automation eliminates mundane work so founders can focus on what matters— building their dream company! And having all receipts and statements embedded directly on your transactions in your Puzzle financials? That's a game-changer for audit protection (not to mention those IRS documents).

Life became infinitely more streamlined with this single source of truth featuring integrated source documents.

Welcome aboard - it's only uphill from here!

If you're new to Puzzle, sign up here. If you have burning questions, drop us a note at— we'd love to hear from you!

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Lisa Kleinsorge
VP, Partnerships

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