Bookkeeping Details & Features

Don’t let bookkeeping distract you from running your business. Let Bench do it for you. Here’s what you get as a Bench customer.

Reliable bookkeeping

Interactive financial statements

Each month, you’ll get a clear, accurate Income Statement and Balance Sheet. With all of your transactions organized into categories, you can easily monitor how much you earn and spend each month, how much you own, and how much you owe.

Example revenue
Example expenses
Example profit
Example chart

Helpful visual reports

See your business’s financial health at a glance, and stay in control of cash flow. Bench visual reports display your revenue, expenses, and profit over time. Knowing where your money is coming from and going to is the first step to making smarter business decisions.

Example revenue
Example expenses
Example profit
Example chart

Year end financial package

We also compile all of the financial information you and your accountant will need to file your taxes: comprehensive financial statements, notes of items that require special tax treatment, and a detailed backup in case your business is audited.

Here’s what’s included.

  • Income Statement
  • Balance Sheet
  • Trial Balance
  • Journal Entry Summary
  • General Ledger
For convenience, your Year End Financial Package is downloadable as an Excel file.
Example year end financial package
Professional bookkeepers ready to help you

Dedicated bookkeepers

A team of experts

Your Bench team is on hand to remove the burden of bookkeeping from your life. Over time, your team will come to know your bookkeeping needs inside and out, giving you peace of mind and more time to focus on your business.

Professional experience

Bench bookkeepers are trained in-house. Collectively, they have experience supporting thousands of small business owners. Our team knows how to serve your business’s unique bookkeeping needs, and they do it very well.

Responsive support

Got a question? No problem. Send your team an in-app message or have them call you at a time that suits. Bench bookkeepers respond to questions within one business day.

Intuitive software

Whether you use Bench on your computer or your iPhone, you won’t need to read a tutorial to use our app. Access your financials and stay connected to your Bench team without the steep learning curve.

Simple, secure data-sharing

Connect your accounts to Bench, and your financial documents are automatically delivered to your bookkeeping team. We sync with all major banks and leading payment platforms and use bank-grade encryption to gather your financial data automatically and securely.

Connections page in the Bench app shown on a MacBook

Effortless Categorization

Your team categorizes the majority of your transactions each month. For one-off expenses only you would understand, you can tell your Bench team how to categorize the transaction in a few quick taps.

The Categorization interface of the Bench app

Flexible Communication

It’s easy to communicate with your bookkeeping team. Receive messages and send questions quickly via the Bench app on your computer or your iPhone. Notifications on your mobile phone keep you in touch with your team and your financials in real time.

The messages screen of the Bench mobile app
Two people at desk looking at folder

Tax season support

Painless tax filing

Come tax time, we can connect you to a tax expert we trust. Answer a few questions, share your documents, and they’ll file your taxes painlessly and on time.

Support for your CPA

If your CPA has questions or needs to make any adjustments to your books, your Bench team can work directly with your CPA to sort everything out—saving you from any extra legwork.

Secure third party logins

Keep your accountant, employees, and business partners in the loop. Multiple logins to your Bench account make it easy for you and the people you trust to access your financials.

Catch up bookkeeping

If you’re new to Bench and you have months of overdue bookkeeping, our team can get you caught up in no time. We’re able to complete a year’s worth of bookkeeping in 3-4 weeks.


Secure data transmission and storage

Within the Bench app, we protect your data with 256-bit SSL/TLS encryption. That’s the same level of encryption you’ll find with online banking and online shopping.

Employee background checks

Every Bench employee goes through a rigorous screening process, including multiple interviews and a criminal record check. You can feel secure with Bench on your team.

Entirely in-house

We’re based in North America and all bookkeeping is done in-house. We don’t outsource your bookkeeping or send your data overseas, and we never will.

Credit card with checkmark, locked padlock, and shield

Try us out for free

Sign up for a trial, and get full access to Bench. We’ll do a month of your bookkeeping and provide you with a set of financial statements for free.