How to Use Bench

A beginner-friendly guide to getting started with Bench in 2026.

Price Paid only

Best For small business owners, freelancers, startups

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Getting Started: Step by Step

Create your Bench account

Visit Bench's website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your Bench workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore monthly-bookkeeping

One of Bench's key features is monthly-bookkeeping. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore financial-statements

One of Bench's key features is financial-statements. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore tax-preparation

One of Bench's key features is tax-preparation. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect Bench with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using Bench for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore Bench's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Create templates for recurring tasks to save time on repetitive work.
Check Bench's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.