How to Connect Affinity with Bench (2026)

Affinity

★★★★ 4.4

Crm Industry Specific Crm

A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

Full Review

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Bench

★★★★ 4.2

Bookkeeping Finance Accounting

An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting.

Full Review

About These Tools

Affinity: A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

Bench: An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting.

Key Features

Affinity

Relationship intelligence
Automatic data capture
Deal management
Analytics
Email integration
Chrome extension

Bench

Dedicated bookkeeper
Monthly financial statements
Tax-ready financials
Catch-up bookkeeping
Year-end tax package
Dashboard

Pricing

Affinity

Subscription Custom pricing

Bench

Subscription $299-$499/month

Detailed integration guide coming soon. We're researching the specific ways Affinity and Bench work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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