Simplify your financial paperwork
Say goodbye to cluttered folders and misplaced documents. Welcome to a world where managing your financial paperwork is as easy as a few clicks.
Your Financial Documents, Organized and Accessible.
Streamline your paperwork with ease
Efficient document organization is key to smooth financial management. Bench’s Document feature offers a streamlined, secure solution for keeping your business’s financial paperwork in order. Here’s how it can help:
Centralized storage: Upload all your documents, from bank statements to expense receipts, in one place.
Guided by pros: We'll notify you when we need your help retrieving documents, to keep you informed and your books on track.
Upload with ease: Support for a wide range of document and image formats makes uploading easy from any device.
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Easy access: Retrieve any document you need with simple search and filter options—anytime, anywhere.
Secure and private: Your documents are stored with bank-level security, ensuring your information stays private.
How it works
Upload your documents
Upload your financial documents directly into your Bench account.
Your financials, organized in one place
Upload all your documents and centralize them where your books are done.
Access anytime
Log in to your Bench account to view or download your documents whenever you need them.
Trusted by more than 25,000 American small business owners
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GINA DOWNEY
OWNER
ONLINE ACADEMY
ALBERT LAMONT
CEO
SWEATCAST
Frequently Asked Questions
The most important thing for us is to complete your books accurately. You can upload as many documents as necessary for us to ensure everything is in top shape.
Yes, your bookkeeping team will notify you of the documents needed to complete your books. You can easily view these requests in the Notification Center. This keeps you informed and helps ensure that your financials are up to date.
You can upload a wide range of financial documents, including bank statements, expense receipts, tax forms, payroll reports and more. Our system supports various document and image formats for easy uploading.
We support a variety of different formats: jpg, jpeg, pdf, png, tiff, tif, doc, docx, csv, xls, xlsx, xlsm, and iif.
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.
Start your journey to simplified paperwork
Ready to take the hassle out of financial document organization? Sign up for Bench today and experience the difference of streamlined, secure document management.