Setting up a third-party login gives your Bench bookkeeping team view-only access to your BBVA Compass portal. This allows your bookkeeper to download statements and transaction details on your behalf so you don't have to manually pull and upload them each month.

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1. Login access with view only access to account activity and statements

2. Your Bench ID — this is the number that appears after /client/ in your browser's address bar when you're logged into Bench. For example, if your URL is app.bench.co/client/33248/..., your Bench ID is 33248. If you're unsure, your bookkeeper can provide

1. Log into your online banking

2. Go to 'Account Services'

3. Click on 'Manage Users'

4. Click 'Add User

5. Enter the following information:

First Name: Bench

Last Name: Accounting

Email: thirdpartylogins+business.name@bench.co

Phone Number: 6504660173

Nickname (username): bench[benchID]

6. Set a temporary password - requires one capital letter and one number

7. Set a security question and answer to share with bookkeeper/onboarding specialist

8. Send this temporary password and security question answer to us through the Bench app message feed

9. It will then proceed to a "permissions" page, leave everything as is and grant access to view accounts relevant to the business

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Please message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email.

Once your bookkeeper confirms access, they'll be able to pull your BBVA reports directly, no action needed from you going forward. If anything changes with your BBVA account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

I'm not sure what to use for the email address.

‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

BBVA login