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How to Connect Bench with Pivotal Tracker (2026)

Bench

Bench

★★★★ 4.2
Bookkeeping Finance Accounting

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

Full Review

Pivotal Tracker

★★★ 3.8
Crm Sales Crm

A lightweight sales tracking tool designed to help startups and small teams manage their sales pipeline with simplicity.

Full Review

About These Tools

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

Pivotal Tracker: A lightweight sales tracking tool designed to help startups and small teams manage their sales pipeline with simplicity.

Key Features

Bench

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

Pivotal Tracker

  • Pipeline tracking
  • Activity management
  • Contact management
  • Reporting
  • Team collaboration
  • Email sync

Pricing

Bench

Subscription $299-$499/month

Pivotal Tracker

Subscription $10-$25/user/month

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

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