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How to Connect Bench with Redtail (2026)

Bench

Bench

★★★★ 4.2
Bookkeeping Finance Accounting

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

Full Review

Redtail

★★★★ 4.0
Crm Industry Specific Crm

A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Full Review

About These Tools

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

Redtail: A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Key Features

Bench

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

Redtail

  • Contact management
  • Workflow automation
  • Seminar management
  • Report writer
  • Compliance tools
  • Document imaging

Pricing

Bench

Subscription $299-$499/month

Redtail

Subscription $99/database/month (15 users)

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

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