Your financial management made easy
Where the magic happens. Bench’s Categorization features make organizing your transactions into the proper ledgers effortless. Enjoy financial clarity as we streamline the sorting and categorizing process, saving you time and providing valuable insights.
Your Transactions, Perfectly Organized.
Precision and simplicity: Where the power of Bench truly comes through
Precise categorization is crucial for bookkeeping, tax filing and insightful financial management. Bench’s engine is designed to categorize transactions accurately, based on up-to-date accounting rules and over 150 million historical professionally-verified transactions so that the system does most of the heavy lifting. When we need your help and business context to categorize the outliers, we make it easy and fast with self-guided tools.
Smart categorization powered by 10+ years of bookkeeping expertise categorizes the vast majority of all your transactions
Advanced categorization: Leveraging insights from over 150 million professionally verified transactions to boost efficiency.
Increased accuracy: Accounting standards and best practices are seamlessly applied, empowering you to feel confident about your books.
Intelligently adapts to you: Insights from your business patterns automatically generate categorization rules, minimizing your tasks in the future.
Quick access tools for accurate categorization
Auto-suggested categories: Instantly select the correct category from a recommended list with a single click.
Comprehensive category list: Have a different category in mind? simply select it from a list of all category options. No guesswork needed.
Extra support when you need it
Instant guidance: Unsure of the correct category? Just describe the purpose of the transaction, and the AI Categorization Assistant identifies it in real-time.
Human support when needed: For unique or complex transactions, simply request additional support from your bookkeeper with one click.
Extra layer of accuracy: Your bookkeeping team will automatically be notified to review transactions that may significantly impact your books or taxes. They'll also conduct regular accuracy reviews.
How It works
Automatic sorting
Each month, we categorize most transactions in the background using a blend of technology and human expertise.
Easily provide input
For the few transactions that need your input, we provide the flexibility and assistance to handle them in under 5 minutes a month.
Gain insights
With every transaction neatly categorized, you gain timely financial insights for confident business decisions.
Trusted by more than 25,000 American small business owners
Jessica Irwin
Maker and Owner
Violet Moon Jewelry
Paloma Concordia
Founder
The Papalodown Agency
Frequently Asked Questions
Not at all. Bench provides guidance at every step. Whenever possible, we suggest the correct category for you. If you're unsure, the Categorization Assistant is available 24/7 to help identify the right category. Additionally, your bookkeeping team is always just a message away for any extra support you might need.
If you're unsure about how to categorize a transaction, simply describe the purpose of the transaction using the Categorization Assistant. It will identify the correct category in real-time. For unique or complex transactions, you can request additional support from your bookkeeper.
The Categorization Assistant helps you categorize things when you’re unsure of the category that should be applied, by combining human expertise and AI precision. It’s always available for real-time support for quick, accurate transaction categorizations.
Our bookkeeping team is always there to support you if you need it. They oversee your bookkeeping in the background and the Categorization Assistant will loop them in when their expertise is needed.
Yes, your information is safe. Your security and privacy is at the core of everything we do. Bench’s AI runs on secure, protected models within isolated environments. Your data is used only for your business and is not shared with third-party AI tools. We use industry-leading AWS and Microsoft Azure cloud environments, trusted globally. Regular audits ensure our privacy, security, and compliance standards remain up to date.
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
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Embrace financial clarity today
Elevate your financial management with Bench’s Categorization feature. Sign up now and let us transform the way you understand your business finances.