Onboarding
Lead engineer • 1 min read
Engineering
Puzzle
Welcome!
Company Setup
Bank accounts
Credit cards
Payroll
Payment processor
Review
Connect bank accounts
Sync your bank to import transactions and automatically reconcile cash movement.
Our team rebuilt the onboarding flow at Puzzle. Previously, the onboarding flow was consisted only of three steps: company information, integrations and review. As the number of supported integrations grew, we wanted to break it out into multiple steps. We ended up with a total refresh of the original onboarding flow.