Avaliações do Bench Bookkeeping

Vantagens

Bench is SIMPLE. The software provides me an accurate and easy to understand overview of my monthly and annual financials with easy-to- process visuals and graphs. The software integrates automatically with my bank and credit card, alleviating the back and forth calls and emails I used to labor through with my former "brick and mortar" accountants. When I have a question, the Bench team is always available and quick to respond.

Desvantagens

Nada! No complaints here! I have not experienced a single problem with the Bench software

Vantagens

The iOS app is simple and easy to use. I appreciate the quick access to messaging back and forth with my bookkeeper, making notes about transactions, and they referred me to Gusto for an integrated payroll service

Desvantagens

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

Vantagens

Having all the data to see my business stats has been really helpful. They call it the "Pulse" which shows you the health of your business with a way to visualize how you're doing over time. I like that a lot. Bookkeeping is really easy for me now and I'm thankful I outsourced it. 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. They also provide a nice, clean, easy to understand summary at the end of each year so my accountant can do my taxes easily. I have no regrets going with Bench. It definitely saves me a lot of time and stress.

Desvantagens

I wish there are some nice comparable summaries like percentage growth or changes month to month, by quarter, and YoY. Prices still feel a little high to me and I wish there was an option for invoicing and receiving payments into my checking accounts.

Vantagens

Nothing food to say honestly. Never got it off the ground. When I asked for a refund it was a hassle

Desvantagens

If you look around and have your ducks in a row you will find these people are price gouging businesses and their pricing tactics are horribly unfair to the prospective customer. My best advice is RUN FAR FAR AWAY!

Vantagens

I like that it's easy to use, comes in a user-friendly format, and simplifies accounting for me. It's dummy-proof! I'm mostly looking forward to an easier tax season with this software.

Desvantagens

It's a little expensive for a one-person office, so I wish there were more tiers in pricing. But I like the product and will continue to use it, and understand that it costs money for a good product.

Vantagens

Incredibly supportive staff, intuitive friendly user-interface, provided year end tax portfolio that I could easily give to my CPA. Bench is just fantastic, I can't say enough good things about the way they have handled my accounts for the past 3 years, highly recommend. If you're a professional, this is for you.

Desvantagens

The only con here is that I didn't switch sooner.

Vantagens

Very easy implementation - love the human support on closing the books each month.

Desvantagens

Not all of my business accounts can be connected via feed (ie intuit payroll), which requires a drag and drop upload each month.

Vantagens

Bench has done a great job of placing most items one would require into a dashboard that makes the bookkeeping experience simple. Customer service at Bench is by far the best in the market! Staff at the company truly believe in the product and provide the end user with an exceptional experience each and every call.

Desvantagens

Platform errors and the lack of additional features.

Vantagens

Right from the beginning Bench made everything extremely easy. My bookeeping is now completely hands-off. Our bookkeeper is always very easy to reach if we have questions and learned our business practices extremely fast.

Desvantagens

I wish I could combined the income statement and other reports to stretch over different years. For instance, if we could view December 2020 and January 2021 in one report instead of having to do the math that would be fantastic.

Vantagens

Ease of uploading, pulse tab to see where my finances are currently, and the ease of communication with my book keeping team.

Desvantagens

The scheduling software is usually a day out. So, urgent questions don't get answered until the following day.

Vantagens

1) Uncomplicated Interface — For a non-numbers/non-accounting comfortable individual it's great. It provides me access and understanding to our accounting in a very digestible yet informative manner.

2) Accessible Customer Service/Communications — All the interactions I've had have been professional, courteous, and problem solving driven. It's never "No". Instead if a challenge arises, they've always been proactive in finding a way to address the challenge or question providing options. It's also especially great that you can speak with them or chat with them with no barriers. At first I was very concerned about this since our books are the heartbeat of our financials, and i was quickly at ease after the first few calls and chats.

3) Easy — Once our accounts were synced and Bench had a clear picture of how our business worked, it's set-it-and-forget-it. What used to required a few hours every week for me now has become an hour or two a month.

4) Transaction Verification Made Easy — I especially love how they've simplified this process to almost a game.

Desvantagens

1) Cash based bookkeeping. This was a struggle in the beginning since we were accrual based initially. However upon working with them and our CPA, we've managed to stay accrual based and set up a system where we do adjusted entries after filing taxes.

2) Not Quickbooks. This is not really a con, but should make it clear that if you prefer to stay on Quickbooks, this is not the service for you. They will provide your books as spreadsheets for your CPA to work with. At first I was nervous about this, but it hasn't been an issue.

3) Turnover with bookkeepers — Over the years, we've had I believe 5 different bookkeepers over the course of 6 years due to turnover or what seems to be internal promotions. It has not negatively impacted our service, but I do wish it was less frequent since at times I'd have to remind the new person some of the subtleties of our account.

Vantagens

We've been using Bench for a few years now and absolutely love it. It can be basically as hand's off as you want. We get an email once a month when they're working on our books, sometimes an extra contact here and there if they provide other documentation throughout the year. And we have our CPA and Bench people in touch with each other which is even more off our plate. As small business owners, bookkeeping used to take a ton of our time, and now it's a breeze. And logging into our account we can look around at where our money is going with a quick glance

Desvantagens

I admit we haven't done a ton of digging around in the actual software - our typical use is them contacting us with any categorization questions once a month (and after a couple years there are hardly ever any). I do wish (or can not find how) we could see how much money we're paying/spending on a particular item. So, say, I want to see how much we're spending on just Facebook ads. What I can do is search for "facebook" (and I can specifically search within whatever time period I want, like Q4 2018 or January 2017), but it won't automatically give me a sum of all of those expenses. I CAN see a summary of expenses by category, but by "line item" (like "Facebook" or "AWS") would be even more helpful.

Vantagens

My QuickBooks was a mess. I had brought in duplicate transactions from syncing with square and I was going to need to manually adjust thousands of items. Then I found bench! The bookkeepers are relatively easy to get in touch with when you have an issue; you can book a call, chat, etc. Come tax time the year end summary they put together was amazing. It made filing taxes very easy.

Desvantagens

The bookkeepers are spread very thin, and turnover is high. I've been with them a little over a year and I've had 3 different bookkeepers. I had to complain about one of them because he wasn't giving me a complete set of books each month. (They ended up giving a month free while they caught up my books.) It costs much much more than QuickBooks and doing it yourself, and you do have someone knowledgeable doing the work, but all than means nothing if your books are fragmented.

Vantagens

Extremely professional bookkeepers, easy to use user interface and 100% hands-free. They even have auto-linked bank accounts to pull your bank statements so you don't have to manually send receipts and statements. You can view your dashboard anytime and see live updates on your balance sheet. My CPA loves their books as well.

Desvantagens

Sometimes the connection might be off and I'll have to upload documents anyways, and they'll still need my input for returning vendors/suppliers.

Vantagens

Very easy to use . 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. Very professional.

Desvantagens

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.

Vantagens

Bench.co has literally changed the way I operate my organization & school. Whereas in the past we'd have to wait, and work around local accountants who had 100's of clients in queue, Bench allows me the convenience and access to my virtual accountant 24/7 online and poignantly clear on all aspects of bookkeeping.

Desvantagens

As with all software based services, sometimes Bench can lag in their monthly accounts at the beginning of the new year. This is a very minor inconvenience to the overall experience.

Vantagens

I like the ease of having my bookkeeping done on a timely basis and not having to think about it until I get a message to review the month. I can then easily go in and make notes of any changes to be made or answer their questions to me. The customer service is excellent as well. They integrate with my payroll company too which saves time.

Desvantagens

They don't integrate with my Customer Management System and they don't use QuickBooks which I also use. I process invoices through my CMS which also provides my scheduling, customer profiles, employee payroll reports, etc. I would love it if Bench would integrate their system to it so I can better track invoices. Instead I have to do that through QuickBooks but am only using a small portion of what QB offers since Bench does my bank reconciliation and they don't use QB. So I'm still paying for QB for this part of what I need. I have a daily service company and I process client credit cards daily in addition to tracking some clients that still write checks and a few who pay via ACH. I do that within QB. At this point I'm not aware of a better way if I want to continue using Bench for bookkeeping.

Vantagens

- 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

Desvantagens

- 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

Vantagens

Simply put, Bench took a headache away and made managing my bookkeeping easy and seamless. It also encourages me to be more aware of receivables and expenses + I really appreciate that I can check my books at any time, day or night. The overall look of the site is clean and approachable, and the interface is simple.

Desvantagens

A few times my bank accounts have come "unlinked" somehow and I've had to go back in and link them.

Vantagens

What I love the most is the customer service. Despite this being a "bookkeeping software/tool", you get a dedicated accountant. Executives are so responsive. Every time I have a question, I get a response that same day. The platform is also easy to use, and the interface makes it really easy to upload documents, download reports, etc. Really recommend!

Desvantagens

One small issue is the capabilities. If you have highly complex bookkeeping needs (a unique situation or business model), this may not work for you. This doesn't matter for 99% of businesses.

Vantagens

Value. They provide services like a personal bookkeeping company. Very helpful and quick response.

Desvantagens

Nothing comes to mind. We've been very happy with it.

Vantagens

The Bench team was there every step to explain what the software did, how to use it and what they need from me. I am super busy so I needed hand holding and that's exactly what the bench team did.

Desvantagens

I had to do some of the integrations manually, such as sending over bank statements, but I would to have had to do this with a regular bookeeper anyway.

Vantagens

Bench makes work simple.
The interface is very user friendly and instinctive, reports are clear and accurate. Our accountant can log in easily and the customer service is stellar.

Desvantagens

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

Vantagens

Bench isn't a software. It's a team of people USING a dedicated software platform to help you manage your books. This has made all the difference for me in my business. Other accounting programs didn't teach me how to manage my books or read my monthly reports. My dedicated Bench bookkeeper answers my questions, provides me resources and is a partner in helping me understand my business finances to make better decisions.

If you are a small business owner who is great with customers, but bad with books...this is your solution. Stop trying to figure it all out yourself. Call Bench and get a dedicated human to help you out! You won't be disappointed!

Desvantagens

After being on such robust software platform, I miss some of the bells and whistles those packages came with. But, Bench doesn't need all that. It's intuitive and focuses on the financial reports you need to make the best decisions for your business. You may have to look outside the platform to track some of your KPI's.

Vantagens

The interface is clean and easy. Submitting expenses is easy and in most cases automated. My team, led by customer rep, is very responsive.

Desvantagens

The only thing and I'm splitting hairs is that for more detailed ecommerce analytics, I need to either go to my ecommerce platform and/or pull other data for company performance. It would be helpful to be in one place. But that's a tall order for the great Bench price.