Setting up a third-party login for Wise (formerly Transferwise) gives your Bench bookkeeping team view-only access to your Wise Portal. This allows your bookkeeper to download statements on your behalf so you don't have to manually pull and upload them each month.
Admin-level permissions to add authorized users
The Third Party Login email address for your business. This is thirdpartylogins+[your.business.name]@bench.co, please replace "your.business.name" with your business' name, all as one word or with periods between words.*
1. Log in to your Wise account
2. From the toolbar on the left, select ‘Team’
3. Click ‘Add Team Member'
4. Enter the following email address: thirdpartylogins+[your.business.name]@bench.co
5. Select ‘Viewer’ for the role
6. Send the invite
7. Message your bookkeeper in the Bench message feed that you have completed these steps
Your bookkeeper will receive an email invite and will complete the setup
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.
Log-in Link: The clever new way to send money abroad
Source Material: Add your team to your business account — multi-user access is here!