The Funding page on the Benepass Admin Dashboard gives you visibility into your account funding level and helps you understand how Benepass manages your funds. You can track when and why Benepass pulls additional funds if your organization has automatic funding enabled.

The Funding page shows your Platform Balance, Funding Type, and Platform Funding Payments history in one consolidated view.

Platform Balance represents the total funds Benepass holds on your organization's behalf.

Your organization’s recommended target funding amount and minimum balance (“safety threshold”) are displayed on the Platform Funding page. When your program balance drops below the safety threshold, Benepass may initiate a funding pull to restore the balance toward the target amount.

For programs with consistent spending patterns, funding pulls typically occur every two weeks.

At the top of the Platform Funding page, you'll see your program’s current target amount and minimum balance (“safety threshold”).

You can hover over these amounts to view a per-benefit breakdown, making it easier to understand how each benefit contributes to your overall funding configuration.

This data refreshes hourly

Benepass offers two funding methods:

Automatic funding: The recommended method, where Benepass pulls funds directly from your linked corporate account via ACH as needed.

Self-funding: Your organization manages funding by sending wire payments to Benepass and monitoring balances to ensure adequate funding levels.

Funding instructions specific to your chosen method appear in this section.

This section displays a record of all previous payments into your program, whether by ACH or wire transfer. Use the date filter in the top right of this table to view payment history for specific time periods.

Clicking into a transaction opens a funding snapshot with the platform balance, target funding level, and per-benefit breakdown used at the time of the transfer.