Feature Requests

Direct integration to Fathom like QBO and Xero

In order to send financials to Carta (Moe Sy)

Potential Use cases: to forward messages to internal team channels, assign tasks in PM tools, or even just a functionality-hack between Puzzle and other platforms where they haven't exposed enough API endpoints to you.

Sync over invoices from Mercury invoicing

I would like to have the ability to email receipts directly to Puzzle and have them automatically attached to the correct transactions. This feature would streamline the process of managing receipts and ensure that all transactions are accurately documented without manual intervention.

When a Payroll Processor is connected allow users to set the COA mapping for individual line items. e.g. Health benefits employer contribution, let the user define expense account: debit Health benefits define liability: Health Benefits Payable

Tools to help manage inventory in Puzzle