1. How to Sign Up
Signing up for Bento is easy -- just click the “Start Free Trial” link on www.bentoforbusiness.com to get started. We’ll just ask you to provide us a few details about you and your business in order to sign up.
Signing up will only take a few minutes provided we obtain accurate information about you and your business! In the off-chance that you do run into any difficulties during the application process, let us know and we’ll be more than happy to walk you through the process to ensure that it’s smooth sailing with Bento. You can contact us by giving us a call at (866) 220-8455 or an email to email@example.com.
Learn More: Documents Used For Verification
2. Funding Your Account
Once your application has been approved, you can link a bank account to your Bento account. By linking a bank account, you can also set up Automatic Transfers via Bento Transfer.
To link a bank account, go to the Funds tab and click the "Add Funds" button in the upper left corner of the screen, or click "Click to connect a bank" under the Bento Transfer Icon. From there, you'll enter your online banking credentials to complete the verification process. Bento supports most major banking institutions. If your bank is not available, you will need to use the Deposit Verification method.
If you select Deposit Verification, enter your bank's routing number and account number to link the account. 2 small deposits will be deposited into the linked bank account to verify that the account number you’ve entered is valid and associated with a bank account you can access.
Once you see the two small deposits in the transaction history of the bank account connected to your Bento account, input the two deposit amounts into the fields in the “Verify Account” section on the Manage Funds page. If the two amounts you enter match the verification deposit amounts, your bank account will be successfully verified and from there, you can initiate a Bento Transfer.
Learn More: Transfer Funds
3. Creating and Adding Cards
Once you’ve initiated your first deposit, the next step is creating Bento cards for your various employees, staff, and/or projects. On the Cards page, you have a few options-- you can:
- Order cards for employees/staff
- Order utility cards for general purpose, teams, or projects
Utility cards were designed to be used for a special need or a specific category or group of transactions, making it easy to later organize and reconcile expenses. For example, you can create a utility card called "Gas Card," which you’d use whenever you fill up at the gas pump. Transactions made on the "Gas Card" will automatically be organized on your Dashboard.
If there are employees that need to make purchases on behalf of the business, Bento is the perfect tool. Bento eliminates the need for employees to submit expense reports and saves businesses time & money by cutting out the often tedious process of trying to chase down receipts and issue reimbursements.
Order an employee Bento card for each of your employees-- you can proactively configure spend controls for each card, giving yourself peace of mind, and an easy way to track business spend. For each Bento employee card you order, you’ll be prompted to fill out details about the intended cardholder. A few fields are required for a card to be issued to a specific individual; the basic pieces of information we’ll ask for about the card holder are:
Date of birth
Email address* (optional)
* Email address is required if you wish to grant your employees access to the Bento Mobile App.
Bento cards are printed and delivered to your business address within 7-10 business days. Once you receive the Bento cards in the mail, the card may be activated by the cardholder by calling (866) 220-8455 or by the primary account holder by visiting www.bentoforbusiness.com. Each cardholder will need to provide personal information in order for their identity to be verified.
4. Adding Admins
Lastly, you can add administrators to the Bento account. Admins will not be issued a Bento card, but they are granted the ability to create their own login to view and manage the Bento account. This option is fitting for someone that helps you manage your business operations and expenses, like an accountant or bookkeeper. Please note that an admin has the same ability as the primary account holder to deposit funds, create cards, and make changes to the Bento account to help manage your business and your Bento account.
5. Save Time and Money with Bento for Business
Relax and enjoy the ease of Bento's real time controls and transparency on your expenses. Bento makes sure that your employees will have access to the funds that they need - according to the limits that you need for your business's bottom line.
If you have any questions or need any further help feel free to reach out to our support team at (866) 220-8455 or you can also email us at firstname.lastname@example.org.