Notification Center

All tasks in your mission control

With Bench’s Notification Center, you’ll never miss a beat and breeze through your financial admin tasks quickly so you can leave the rest to Bench, and get back to running your business.

Your Financial Management, Streamlined.

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Never miss a financial beat

Staying informed means staying in control. Bench’s notification center keeps you organized and ensures you’re always ahead. With a clear overview of your monthly tasks in one place, you can check things off your list quickly, and leave the heavy lifting to your bookkeeping team. Experience the benefits:

Speed up your tasks: A one-stop-shop for your monthly financial tasks so you can easily see what’s needed from you.

No ambiguity: The itemized view of tasks, such as account connections, required documents, and transaction inputs, makes it easy to see what’s needed to complete your books.

Automatic reminders: We send you itemized reminders of your outstanding tasks twice a month, ensuring you never miss a beat.

Easy navigation: Click on a notification task and be guided directly to where your input is required, so you can quickly check tasks off your list so your bookkeeper can start working on your books.

How it works

Stay in the know

Your bookkeeping team surfaces requests whenever something is needed from you to complete your books.

Be confident about what’s required

View a complete list of what’s needed from you in one simple view.

Take action

Each task notification is designed to prompt action, whether it’s reviewing a transaction or preparing for a deadline.

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“Ripping your hair out at tax time? All I have to say is that I'm so glad I used Bench last year for my e-commerce sites!”

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OWNER

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“Now that Bench has a tax solution service, they're a 'one stop shop' for small businesses to manage their books and taxes.”

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CEO

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Frequently Asked Questions

What if I forget to log into Bench regularly, how can I stay in the know about my tasks?

We understand that life as a business owner is busy, and we’re here to help! In addition to surfacing your tasks in the notification center, we also send you a summary of your tasks via email twice a month. This email breaks down each task and directs you to where your input is required, ensuring you stay organized and on track with your financial management.

What types of notifications will I receive through Bench's notification center?

Bench's notification center provides notifications for tasks related to your financial management, such as reviewing transactions, account connections, and uploading required documents.

Can I take action directly from the notification center?

Yes, you can take action directly from the notification center. Click on a notification task to be guided directly to where your input is required, making it easy to complete your tasks efficiently.

How often do tasks appear in the notification center?

Most of your tasks will appear in the notification center when your bookkeeping team starts working on your books. However, since we conduct accuracy reviews at various points in the process, tasks for older transactions may appear even after you’ve provided input for a given month. This ensures we maximize your deductions and maintain IRS compliance.