Introducing real-time insights
Business owners need financial information on their own timelines, so to help deliver faster reporting we’re introducing our biggest change in a decade: real-time insights. Real-time insights offer a completely new way to use Bench, giving you instant access to your financial insights and data*, complemented with an unmatched level of accuracy and unlimited support from our professional bookkeepers.
Get a snapshot view of all your money-in and money-out, whenever you need it, even before your books are closed.
We've added new transactions tags so you can see what's been categorized and where we need your input. You’ll also receive notifications from your bookkeeper throughout the month.
With connected accounts, you can avoid a last-minute rush. Your bookkeeper won't need to wait for missing statements to get started on closing your monthly books.
*Real-time data is only available for financial accounts that are actively connected to Bench using Plaid.
We use Plaid, a safe and automated way to import your financial information, reducing the need to manually upload your statements.
With connected accounts, your bookkeeper won't need to wait for missing statements to get started on closing your books.
When your accounts are connected, transactions will instantly appear on your income statement, balance sheet and top expense breakdown.
View real-time data across all your financial accounts, so you know where you can spend and where you should save.
See what transactions have been categorized and where your bookkeeper needs your input with the addition of new transaction tags.
Unlimited support, five days a week. Our experienced team of bookkeepers will answer any of your questions within one business day.
Connect your accounts faster
We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents.
Feel secure about your financials
Both Bench and Plaid are SOC-2 compliant with security practices that meet or exceed industry standards.
CRUNCH TECH INC