We don’t sync your financial data from any other bookkeeping software.

We use our own proprietary accounting software to complete your books. You won’t need any other software to work with Bench—we do everything within our easy-to-use platform.

QuickBooks, Xero, and other do-it-yourself bookkeeping software give you a tool to do your own bookkeeping. As an online bookkeeping service, Bench does your bookkeeping for you.

If you’re switching from QuickBooks, we’ll work from your closing balances to do your monthly bookkeeping going forward. If you’re not sure whether your closing balances are accurate, we recommend chatting with one of our Onboarding Specialists about Catch Up bookkeeping.

Your bookkeepers reconcile your accounts, categorize your transactions, and produce your monthly financial statements. They also make adjustments to your books to ensure they’re tax-compliant. 

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Occasionally your bookkeeper will need your input to upload missing documents or categorize unknown transactions properly. The sooner you respond, the sooner they can get your books ready. We try our best to make bookkeeping as hands-off as possible for you, but you should expect to get a few requests a month from your bookkeeping team.

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You can also book a call with your bookkeeper (or send them a message) whenever you’d like. There’s no extra fee or hourly charges for accounting support—we’re always happy to nerd out about bookkeeping and your financial statements.

Yep! You can add any amount of Catch Up bookkeeping to a standard Bench plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.

If you’re several years behind on your bookkeeping and taxes, you can get caught up and filed with Catch Up Bookkeeping.

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.

We connect with Stripe, Square, Shopify, PayPal, and Amazon. By connecting your payment processor, all of your transactions are automatically synced to Bench’s platform.

We also support clients that use other merchant processors. We’ll work with you to connect accounts and pull the data we need to reconcile your books.

There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file. We’ll take care of the rest.

Each business owner’s main point of contact is a dedicated professionally-trained bookkeeper, based in North America. They are supported by a fellow team of Benchmates and a remote team of specialized professionals. 

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Part of what makes Bench unique is that we blend together the human touch with modern technology. Our in-house team is also supported by Bench’s proprietary machine learning technology that has been trained by more than 100 million professionally verified transactions. This allows us to automatically process large amounts of financial data instantly, and close your books faster and accurately. That’s what makes our bookkeeping software so powerful.

Our small business tax services provide support with income taxes only. This includes income tax preparation, estimated income taxes, income tax filing, and year-round tax advice for your federal and state income taxes. 

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We do not offer business tax services for sales, payroll, employment or excise taxes. 

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If you need additional accounting services such as payroll or invoicing, we can recommend our trusted network of partners to help set up your small business to succeed.