Bench Features

Bench

You run your business. We’ll do your bookkeeping.

4.78/5 (237 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Dashboard
Audit Trail
Bank Reconciliation
Billing & Invoicing
Bookkeeping Services Integration
CPA Firms
Cash Management
Chat/Messaging
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Contact Database
Customizable Fields
Customizable Invoices
Data Connectors
Data Import/Export
Data Visualization
Expense Tracking
Financial Management
Financial Reporting
For Government
For Private Schools
For Special Education
General Ledger
Income & Balance Sheet
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Monitoring
Multi-Company
Multi-Currency
Nonprofits
Online Invoicing
Online Payments
Profit/Loss Statement
Project Accounting
Project Billing
Purchase Order Management
Purchasing & Receiving
Real Time Analytics
Real Time Data
Real Time Reporting
Recurring/Subscription Billing
Reporting & Statistics
Sales Orders
Sales Tax Management
Spend Management
Summary Reports
Tax Management
Time & Expense Tracking
Transaction History
Transaction Monitoring
Visual Analytics
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Dashboard
Audit Trail
Bank Reconciliation
Billing & Invoicing
Bookkeeping Services Integration
CPA Firms
Cash Management
Chat/Messaging
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Contact Database
Customizable Fields
Customizable Invoices
Data Connectors
Data Import/Export
Data Visualization
Expense Tracking
Financial Management
Financial Reporting
For Government
For Private Schools
For Special Education
General Ledger
Income & Balance Sheet
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Monitoring
Multi-Company
Multi-Currency
Nonprofits
Online Invoicing
Online Payments
Profit/Loss Statement
Project Accounting
Project Billing
Purchase Order Management
Purchasing & Receiving
Real Time Analytics
Real Time Data
Real Time Reporting
Recurring/Subscription Billing
Reporting & Statistics
Sales Orders
Sales Tax Management
Spend Management
Summary Reports
Tax Management
Time & Expense Tracking
Transaction History
Transaction Monitoring
Visual Analytics
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Dashboard
Audit Trail
Bank Reconciliation
Billing & Invoicing
Bookkeeping Services Integration
CPA Firms
Cash Management
Chat/Messaging
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Contact Database
Customizable Fields
Customizable Invoices
Data Connectors
Data Import/Export
Data Visualization
Expense Tracking
Financial Management
Financial Reporting
For Government
For Private Schools
For Special Education
General Ledger
Income & Balance Sheet
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Monitoring
Multi-Company
Multi-Currency
Nonprofits
Online Invoicing
Online Payments
Profit/Loss Statement
Project Accounting
Project Billing
Purchase Order Management
Purchasing & Receiving
Real Time Analytics
Real Time Data
Real Time Reporting
Recurring/Subscription Billing
Reporting & Statistics
Sales Orders
Sales Tax Management
Spend Management
Summary Reports
Tax Management
Time & Expense Tracking
Transaction History
Transaction Monitoring
Visual Analytics
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


17 reviews

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Bench Feature Reviews

25 reviewers had the following to say about Bench's features:

Jason A.

Great value for bookkeeping service

2019-04-29

They are great to work with.

Pros

It makes it really easy for us to not think about accounting

Cons

There are features that I'd like to see like invoicing that would allow for more report development and forecasting as well as a more consolidated financial software stack for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sonya S.

Has improved and simplified accounting for my business

2020-09-01

Bench is more affordable, easier to use (no more driving cross town to drop off stacks of invoices), with significantly improved reports that are clear and comprehensive.

Pros

I love the ease and overall design of the software, and being able to switch between viewing the entire year, and each month.

Cons

My issues have been with smaller banks making it difficult to link accounts to Bench, but this is less about Bench, and more about the banks’ software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Bench Accounting


Wow! Thanks, Sonya for sharing this glowing review. We're thrilled to be working with you!

Read more
Samantha G.

Huge help for an entrepreneur

2020-12-15

Pros

I find the monthly reports easy to understand and its given me a much clearer picture of my numbers.

Cons

I do wish that this software integrated with my invoicing system, so I could easily see where the profits were coming from.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Bench Accounting


Hi Samantha, Thank you so much for taking the time to share this review! We're happy to hear that we were able to help get your bookkeeping up to date. We're excited to keep providing a simple and easy bookkeeping experience moving forwards!

Read more
Cheryl H.

Bookkeeping Review

2019-04-29

It’s a huge relief come tax time and makes the process of filing super easy!

Pros

That I know my business numbers every month without the hassle of keeping track of everything myself.

Cons

Accounts don’t always link so you still need to manually send invoices and bank statements each month

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam W.

Saved a Ton of Time (and money)

2019-04-29

Also, their support team is absolutely FANTASTIC - from sales to onboarding to management. It's really been such a great experience all around.

Pros

Great reporting (more than I was getting with other software), easy to use, and really didn't have to think about it too much.

Cons

There were a few glitches in syncing up my accounts, but they did get resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick L.

Only Do What Only You Can Do

2021-02-06

The financials dashboard -+ the app is well designed and easy to access.

Pros

Offloading expense tracking was a massive weight off of my shoulders.

Cons

Much of the expense tracking is already done through freshbooks, other financial input apps have APIs for the Bench team to use as well - so I don’t think the limited personal interactions (which is not a detriment-the less I can talk to accountants the better) warrants the steep price tag.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Bench Accounting


Thank you so much for sharing, Nick! We're thrilled to hear that we have been able to help take a massive weight off of your shoulders!

Read more
Susan S.

Great bookkeeping company

2019-04-29

Overall Bench has saved me time with preparing all bank reconciliations and year end tax preparation.

Pros

They integrate with my payroll company too which saves time.

Cons

They don't integrate with my Customer Management System and they don't use QuickBooks which I also use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Patricia B.

Excellent Solution for Tracking Business Expenses

2019-05-05

Bench has set my mind at ease that all of my business costs and expenditures are being accounted for successfully and tracked.

Pros

This product has been very useful for me to track all business expenses and have all of the required audits of my accounts while also producing annual earnings reports.

Cons

It would be nice if the system was able to read the memos for checks written to determine the purpose for the expenditure rather than the business owner having to review each check and identify its purpose for the business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Media Production company, 1-10 employees)

Good for the money!

2019-04-29

Overall it's good, although my experience has been dependent on the accountant on my account.

Pros

I like that it makes tax time simple and interacting with my CPA.

Cons

I do wish it were easier to get itemized reports (I think it's possible but getting there is not intuitive).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Micah M.

Bench Makes Accounting Easy!

2019-04-29

With Bench, I no longer have to worry about doing the accounting for my small business.

Pros

I like the ease of use, the clean interface, the reporting, the customer supper, the look and feel.

Cons

The turnaround on monthly accounting is sometimes 2-3 months out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Missy H.

Takes the hassle work out of financial reporting

2019-04-30

Overall Bench has helped me to track and monitor my business financials.

Pros

- no need to use quickbooks - friendly and responsive staff when issues arise - individual bookkeeper assigned to your account - user interface is friendly and accessible - reporting features are solid - costs less than hiring your own bookkeeper - affordable rates which are advantageous for small businesses

Cons

- auto syncing does not connect w Capital One bak accounts which results oftentimes a 2-3 week lag in getting monthly reports back - only retrospective reporting; no prospective budgeting features (need to use separate software) - does not provide tax accounting services; only bookkeeping - cannot easily customize revenue subledgers without discussing w accountant - no categories of fixed/variable expenses - cannot upload documents via mobile devices

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerry B.

Service with Honor!

2020-09-15

Best accounting system I've seen in 16 year.

Pros

Pros: Great financial reports [SENSITIVE CONTENT HIDDEN]

Cons

Con: Sync accounts hard work and too much maintenance [SENSITIVE CONTENT HIDDEN]

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Bench Accounting


Thanks, Jerry!

Read more
Greg B.

Excellent Product

2019-04-29

Pros

The ease of use, from processing receipts to monthly financial reports, makes this the best of the bookkeeping software services I've ever used.

Cons

I'd like to see a full accrual accounting method introduced and supported.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Samantha M.

Great for small law firms!

2019-04-29

Pros

Ease of use, reports, direct contact with a specific representative

Cons

I wish the software included trust accounting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
M. Brandon L.

Extremely happy with my choice!

2020-06-17

Most of the time they're quick to respond, but at times have needed to have an extra poke to get a response.

Pros

I just connect my accounts and drag and drop invoices and receipts that I scan or receive into the documents section and they take care of things.

Cons

Prices still feel a little high to me and I wish there was an option for invoicing and receiving payments into my checking accounts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Bench Accounting


Thank you so much for your kind words! It's great to hear that we have been able to take away some stress. We've also shared your feedback with the appropriate parties for further consideration!

Read more
Conrad O.

Simple bookkeeping for non-finance people like me

2019-04-29

Pros

Ease of use to get in touch with the Bench team, simple reports let me see my cashflow and expenses, dashboard is very straightforward to understand.

Cons

I am sure they all have their place (onboarding, setup, account rep 1, account rep 2) but it's hard to keep it all straight.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Retail company, 1-10 employees)

Amazing product

2019-04-29

Very good, does what its suppoesd to do and does it well.

Pros

The ease of setup and the great User interface

Cons

Limited reports, no CF forecasting, No flexibility in what information to show on the Dashboard (Pulse)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Public Safety company, myself only employees)

Seamless and easy!

2019-04-29

It makes my life so much easier.

Pros

I love that there is one real, dedicated person on my account who understands my business and can tailor the software to my needs.

Cons

But I would really like some education about how to understand my reports and be offered guidance on strategic next steps to take.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric H.

Exceptional Product and Service

2019-04-30

Invoicing. Tracking finances.

Pros

I spend less time tracking and organizing finances and if I do have an issue the customer service team is always helpful and responsive.

Cons

I kept putting off the setup because I thought it would be like Quickbooks and be too time consuming.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shoney I.

Highly Recommend

2020-11-14

I spent hours each month, tracking my business financials.

Pros

The setup process was very simple & I've enjoyed having a single point of contact at Bench that I can reach out to whenever I have questions.

Cons

I would prefer more reporting to be easily accessible rather than just a year-end statement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Bench Accounting


Hi Shoney, Thanks so much for taking the time to share your experience with us! If you ever need reporting for a custom range, you can always download your financials from your account! You can also ask your team for assistance. Please let us know if you have any further questions!

Read more
Dave S.

Great for basic needs, but easily outgrown

2017-10-11

We needed basic bookkeeping done for us for a reasonable price. Bench does that.

Pros

It's easy to get set up and you can rely on your books always getting done one time. There's nothing incredibly special about the product or service, but it meets your basic needs very well for a good price.

Cons

You can't write checks or see your financial data in the way you'd truly like to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Bench


Hi Dave - Thank you for your feedback. We've heard your comments regarding more custom reporting options, and this is something our development team is actively working on for future. Stay tuned.

Read more
Brent W.

A great value of service for taking care of bookkeeping

2019-08-20

Bench was especially around tax time when it comes to working with me to get my numbers buttoned up.

Pros

The iOS app is simple and easy to use.

Cons

Some of the features like their Pulse tab of real time bank account syncing and electronic PDF statement syncing are glitchy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tony H.

One Less Thing To Worry About!

2019-04-29

Pros

Each month Bench sends over my monthly expense report, and keeps everything perfectly balanced, like all things should be.

Cons

Monthly reports come in the middle of the next month.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jonathan B.

Excellent Book Keeping Software For Running Your Business

2020-08-25

Bench helped free up the minimal time that we as business owners have and spend more of that time focusing on our business, which has been very helpful.

Pros

Being able to pull up accounts and see specific transactions from desktop and on the go through mobile was indispensable in running a healthy business and planning for the future.

Cons

We were informed that only high ticket items needed receipts, and so we ended up using other third party software to track mileage and keep track of receipts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Bench Accounting


Hi, Jonathan. Thanks so much for sharing your kind review! We also appreciate you taking the time to share your feedback. We have shared this to the appropriate teams.

Read more
Jocelyn K.

Bench Makes Running a Small Company a Breeze!

2019-04-29

I struggled with other software that had clunky user interfaces (Quickbooks) and a steep learning curve, I needed something that could ensure that my business accounting would be accurate and up to date without it eating all of my time.

Pros

Bench makes work simple. The interface is very user friendly and instinctive, reports are clear and accurate.

Cons

There is literally nothing I don't like about Bench.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more