We don’t sync your financial data from any other bookkeeping software.

We use our own proprietary software to complete your books. You won’t need any other software to work with Bench—we do everything within our easy-to-use platform.

QuickBooks, Xero and other do-it-yourself bookkeeping software give you a tool to do your own bookkeeping and taxes. Bench does your bookkeeping and taxes for you.

If you’re switching from QuickBooks, we’ll work from your closing balances to do your bookkeeping going forward. If you’re not sure whether your closing balances are accurate, we recommend chatting with one of our Onboarding Specialists about Catch Up bookkeeping.

Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant. Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.

You can also book a call with your bookkeeper (or send them a message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.

Yep! You can add any amount of Catch Up bookkeeping to a standard Bench plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.

If you’re several years behind on your bookkeeping and taxes, you can get caught up and filed with Catch Up Bookkeeping.

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.

We connect with Stripe, Square, Shopify, PayPal, and Amazon. By connecting your payment processor, all of your transactions are automatically synced to Bench’s platform.

We also support clients that use other merchant processors. We’ll work with you to connect accounts and pull the data we need to reconcile your books.

There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file. We’ll take care of the rest.

To maintain accurate books and capture more tax deductions, we make it easy to add business transactions from your personal accounts to Bench.

With our resources and expert team, you’ll also get a full understanding of IRS requirements for mixing personal and business transactions based on your corporate entity.