AUTOMATION

Automate your accounting, amplify your efficiency

Visualize your financial management tasks done in minutes. With Bench’s Automation, that world is here. Connect your accounts, and watch your bookkeeping become a breeze with just a few minutes of input each month, freeing you to focus on growing your business.

Embrace the power of automation

In the fast-paced world of small business, efficiency isn’t just nice to have—it’s essential. Bench automates mundane tasks using the power of integrations, and marries the results with the human touch of our bookkeeping team. Here’s how we make your finances more effortless:

Easy account connections: Link your bank and credit accounts in seconds to  automate the flow of information into Bench

Save time and effort:  
We import your information safely and securely, eliminating tedious data entry and manual uploads. This minimizes errors and frees up your time.

Speed up your bookkeeping:  Skip the last-minute rush. Your booking team can start closing your monthly books without waiting for missing statements.

See financial information in real-time: Transactions appear in your Bench account within moments from connected accounts.

Speed up your bookkeeping: 
Skip the last-minute rush. Your booking team can start closing your monthly books without waiting for missing statements.

Manage transactions from personal accounts:
Connect personal accounts that are used for business and your transactions will automatically flow in.

Smart categorization:
Our categorization features are powered by 10+ years of bookkeeping expertise and automatically categorize the vast majority of your transactions.

Popular integrations: Seamlessly integrate with tools like Shopify, Amazon, Stripe, and PayPal, syncing your sales and expenses directly.

Automatic reconciliation:
When you connect your tools to Bench, we automatically separate your merchant fees from your profits, improving the accuracy of real-time insights and speeding up your bookkeeping.

Safe and secure:
Share your financial information safely. We use Plaid, which lets you connect your financial accounts with bank-level security.

How it works

Connect your accounts

Easily link your financial accounts and preferred business tools with Bench in seconds.

Skip the hassle

Bench automatically updates your bookkeeping records with your transactions.

Gain financial clarity

Access financial reports, insights, and the support of your Bench team to make confident business decisions.

Trusted by more than 25,000 American small business owners

"Even though I have some sort of financial background, I’m not a professional. I want to make sure I’m doing everything right in the IRS’s eyes—and leave that to the pros."

Jessica Irwin

Maker and Owner

,

Violet Moon Jewelry

"Having Bench in my corner means I don’t have to stress about taxes. I know they’re taking care of it, and I can focus on running my business."

Paloma Concordia

Founder

,

The Papalodown Agency

Frequently Asked Questions

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What kind of support do I receive with Bench's automation?

You have peace of mind with Bench's automation, knowing that a team of experts are ready to assist you with any questions or issues. You're never alone on your financial journey with Bench. Enjoy unlimited support from your Bookkeeping team, reachable through the message feed or by booking a call when it’s convenient for you.

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Is my financial information safe with Bench's automation?

Yes, your financial information is safe with Bench's automation. As a SOC-2 compliant financial organization, we take privacy and data security seriously, ensuring your information is protected using the highest standards of security. We’ve been trusted to process over $100 billion worth of transactions. Learn more about our security practices here.

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How do I get started automating my information?

Getting started is easy. Simply sign up for an account, connect your financial accounts, and watch as your bookkeeping becomes a breeze.

Explore more features

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

Powerful financial reporting

See how your business is doing, master your spending, and make smarter decisions with your money every step of the way.

Elevate your financial management

Ready to revolutionize how you handle your business finances? Sign up for Bench today and experience the full potential of automation in your financial management.