Rho and Puzzle logos

Your money moves. Your books are already done.

Every transaction in Rho syncs to Puzzle automatically. Your books stay closed. You stay building. Banking and accounting, perfectly in sync. Always On.

What your books look like now

Richer data, no re-entry

Vendor names, memos, classes, projects, and COA mappings flow into Puzzle automatically. No re-categorizing, no blanks to fill.

Investor detail view in the Rho dashboard

Every transaction type covered

Bill payments, reimbursements, treasury activity, internal transfers, refunds, and reversals. The full picture in one sync.

Payments overview in Rho

Set your rules once. They carry over.

Auto-categorization, enrichment, and sync rules carry over from Rho into Puzzle. No duplicate setup, no cleanup.

Accounting close workflow in Rho

No more accounting busywork

Rho and Puzzle integration

Rho and Puzzle now connect directly. No Plaid in between, no stripped data, no gaps in your books.

  • Every transaction syncs with vendor names, memos, classes, and projects attached

  • Full coverage: banking, cards, bill pay, treasury, reimbursements, and refunds

  • Rho's accounting automations work natively with the direct integration

  • Accrual events post as journal entries, cash events post as transactions

  • Chart of accounts mappings carry over so nothing needs re-categorizing

Your books before and after the integration

Most startups connect their banking platform to their GL through Plaid. Rho connects directly to Puzzle, so your books actually match your money.

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The direct integration

Every transaction syncs with full context. Vendor names, classes, journal entries, and COA mappings land in Puzzle automatically. You close the books because they're already done.

Puzzle accounting sync diagram

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The Plaid workaround

Stripped metadata, missing transaction types, broken automations. You close the books by filling in what Plaid couldn't pass through.

Messages from various individuals reminding or requesting receipts submission, sent via Slack, Gmail, Microsoft Teams, and iMessage.

FAQs

Puzzle Integration

We’re ready

when you are.

Rho platform overview