How to Connect Bench with Insightly (2026)

Bench

★★★★ 4.2

Bookkeeping Finance Accounting

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

Full Review

↔

Insightly

★★★★ 4.0

Crm Small Business Crm

A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.

Full Review

About These Tools

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

Insightly: A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.

Key Features

Bench

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

Insightly

Contact management
Project management
Workflow automation
Email tracking
Custom dashboards
Relationship linking

Pricing

Bench

Subscription $299-$499/month

Insightly

Subscription $29-$99/user/month

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

Connect via Integration Platform

These platforms can help you connect Bench and Insightly without writing code:

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

Compare Bench vs Insightly side by side »

More Bench Integrations

How to Connect Bench with n8n How to Connect Bench with Google Vertex AI How to Connect Bench with Meltwater How to Connect Bench with Nifty How to Connect Bench with Gist How to Connect Bench with BriteVerify