Introducing real-time insights
Designed to give business owners a pulse check on their finances, whenever they need it
Business owners need financial information on their own timelines, so to help deliver faster reporting we’re introducing our biggest change in a decade: real-time insights. Real-time insights offer a completely new way to use Bench, giving you instant access to your financial insights and data*, complemented with an unmatched level of accuracy and unlimited support from our professional bookkeepers.
See your financials faster, in real-time
Get a snapshot view of all your money-in and money-out, whenever you need it, even before your books are closed.
Know where your input is needed
We've added new transactions tags so you can see what's been categorized and where we need your input. You’ll also receive notifications from your bookkeeper throughout the month.
Navigate through tax season faster
With connected accounts, you can avoid a last-minute rush. Your bookkeeper won't need to wait for missing statements to get started on closing your monthly books.
*Real-time data is only available for financial accounts that are actively connected to Bench using Plaid.
A more productive experience with Bench throughout the year
Automate the flow of information
We use Plaid, a safe and automated way to import your financial information, reducing the need to manually upload your statements.
Get a head start on tax season
With connected accounts, your bookkeeper won't need to wait for missing statements to get started on closing your books.
Updated financial data every time you log in
When your accounts are connected, transactions will instantly appear on your income statement, balance sheet and top expense breakdown.
See the big picture at the click of a button
View real-time data across all your financial accounts, so you know where you can spend and where you should save.
Take action where you’re needed
See what transactions have been categorized and where your bookkeeper needs your input with the addition of new transaction tags.
Real-time insights, backed by real humans
Unlimited support, five days a week. Our experienced team of bookkeepers will answer any of your questions within one business day.
Secure and powerful insights
Connect your accounts faster
We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents.
Feel secure about your financials
Both Bench and Plaid are SOC-2 compliant with security practices that meet or exceed industry standards.
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KEVIN MEYER
,
CO-FOUNDER
CRUNCH TECH INC
