Reporting

Gain financial clarity and control

Imagine a crystal-clear view of your business finances, anytime you need it. With Bench’s Reports, that clarity is at your fingertips. Dive into visual reports on everything from top expenses to profit and loss, all designed to give you the insights to drive your business forward.

Enhance your decisions with data

Understanding your business's financial health is pivotal. That’s why Bench’s reports offer easy-to-understand reports tailored to small business needs. Here’s what you can expect:

Visual reports: Get a snapshot of your business’s financial performance with the Profit and Loss and Top Expenses dashboard.

Real-time data:
Monitor your finances anytime, even before your books are completed.

Income statement: Track where your money comes from, where it goes, and how profitable you are.

Balance sheet:
View your assets, liabilities, and equity to future-proof your business.

1099 reports: Keep all contractor payment details in one place so you have all the info you need to file your 1099s.

Year-end financial package:
Get all your professionally-reviewed IRS-ready financial information in one place for a simpler tax time.

Custom time periods: Choose real-time, monthly, quarterly, or yearly views for tailored insights.

At your fingertips:
Download your reports anytime to share with banks, investors, or anyone else who needs them. If you need a report sooner than it’s ready, just message your bookkeeping team to let them know.

How it works

Access your dashboard

Log in to your Bench account and see your personalized financial dashboard front and center.

Select your report

Choose from various reports to view your detailed financial data.

Customize your view

Easily filter your data by the time period you need for the most impactful insights.

Trusted by more than 35,000 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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Do I need accounting knowledge to understand these reports?

Not at all. At Bench, we understand that accounting and bookkeeping can feel overwhelming. That’s why we take care of the details, providing you with accurate, IRS-ready financials that are easy to understand. Our visual reports give you a clear and comprehensive view of your business’s performance, providing peace of mind every time you log in.

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Can I customize the financial reports to fit my business needs?

Yes, you can customize your financial reports to view data in real-time, monthly, quarterly, or yearly formats. This allows you to tailor the insights to your specific business requirements and goals.

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How easy is it to access and share my financial reports?

Accessing and sharing your financial reports is simple with Bench. Log in to your personalized dashboard to view and download your reports anytime. You can easily share them with banks, investors, or anyone else who needs them.

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.

Take control of your financial future

Elevate your financial management with Bench’s reports. Start making informed decisions today with comprehensive financial reports at your fingertips.