Bonsai vs. Finally Comparison


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The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed. 326 Ratings Visit Website Sirion CLM Bringing together category-leading innovation, unrivaled Contract Lifecycle Management expertise, and a deep commitment to customer success, Sirion helps the world’s leading businesses contract smarter. 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About What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.	About Finally is your all-in-one accounting solution, combining intelligent AI powered software with expert support to manage your business finances effortlessly. Designed for small and medium-sized businesses, Finally offer solutions for bookkeeping, taxes, payroll, expense tracking, and corporate credit cards, along with expert support to help you stay on top of your finances. We take the hassle out of financial management, keeping you organized, saving you time, and helping you avoid costly IRS penalties. With Finally, you get both the tools and the service you need to focus on growing your business with confidence.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported
Audience All-in-one business management & financial solution for small businesses & self-employed professionals	Audience Designed for small and medium-sized businesses, Finally offer solutions for bookkeeping, taxes, payroll, expense tracking, corporate credit cards, and more to help you stay on top of your finances without juggling multiple tools.
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $17 per month Free Version Not Supported Free Trial Supported	Pricing $299 per month Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 1.0 / 5 ease 1.0 / 5 features 1.3 / 5 design 1.3 / 5 support 1.2 / 5 Read all reviews
	Pros & Cons from Real Users Pros Good sales team, that's for sure. There is nothing positive about finally unless you like spending money on a possible scam or complete incompetence. Nothing to like. The sales process was believable and the salesperson was trustworthy. His name was Jack and I think he truly believed in what he was selling. NOT ONE SINGLE THING! Everything about this company is a literal DISASTER and I could not fire them fast enough!!! Cons I cannot begin to describe the level of frustration (or expense) that we have experienced in the last year. The accountants don't ask questions & don't shut up & listen long enough for us to complete a sentence anyway. Email questions or concerns go largely unanswered but rest assured they'll pull the payments for their 12 month contract shamelessly. Absolutely the Worst Bookkeeping Experience I've Ever Had Working with Finally Bookkeeping was a complete nightmare from start to finish. I paid for services like reconciling and invoicing, none of which were ever completed. Scheduling a meeting was nearly impossible, and on the rare occasion I did manage to book one, they would cancel last minute and then follow up with a suspicious email trail that made it look like I had canceled. Unbelievably unprofessional. At one point, they told me my general ledger was incorrect, then asked me if I knew why, without providing any details. They miscategorized taxes paid as personal income, which is a major and avoidable error. When I asked them to pull a simple report, they told me I should contact my former bookkeeper instead. Completely unacceptable. For five months, they repeatedly asked me to submit the same reports. I complied every time, and every month they acted like it was the first time they'd asked. When I questioned whether I was submitting them incorrectly, I got no response. During onboarding, I watched them access all my accounts, yet every time I asked why something wasn't done, they claimed they didn't have access. I went through the entire process of granting permissions again, only to be told again that they didn’t have access. Whether this was incompetence or a scam, I can't say. But it was hands down the worst, most frustrating, and most unproductive experience I’ve ever had with a bookkeeping service. This is only a handful of examples of completely unprofessional and unacceptable practices. Save your time, money, and sanity. Look elsewhere. For 6 months they pulled $250 off my card! For 6 months they made me upload statements. For 6 months, I didn't hear a peep out of them. After 6 months, I wanted out. They beat around the bush getting back to me. Them my reps excuse was she was sick. Everything else. My experience was a complete disaster. EVERYTHING!!! NO communication, couldn't correctly categorize transactions, didn't handle one single thing for filing taxes, made us late to file and will cost us exorbitant late fees, took MONTHS for the first email about ANYTHING regarding our accounting, they take weeks to reply to an email but STILL don't answer questions, all they care about is their MONEY.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Bonsai Founded: 2016 United States www.hellobonsai.com/	Company Information Finally Founded: 2018 United States www.finally.com
Alternatives Belvak	Alternatives FINSYNC
Bloom	Airbase Paylocity
Clearmargin	Xero
FreshBooks	Sage Intacct
Bonsai View All	Divvy View All
Categories Accounting Supported AI Contract Generators Supported Billing and Invoicing Supported Bookkeeping Supported Business Bank Accounts Supported Business Management Supported Contract Management Supported CRM Supported Expense Report Supported Forms Automation Supported Law Firm Accounting Supported Legal Time Tracking Supported Project Accounting Supported Proposal Management Supported Real Estate Accounting Supported Task Management Supported Tax Planning Supported Tax Preparation Supported Time Tracking Supported Workflow Management Supported	Categories Accounting Supported Billing and Invoicing Supported Bookkeeping Supported Corporate Card Management Supported Expense Report Supported Payroll Supported
Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Not Supported CPA Firms Not Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Not Supported Fund Accounting Not Supported General Ledger Not Supported Government Not Supported Multi-Currency Supported Nonprofits Not Supported Payroll Management Not Supported Project Accounting Supported Purchase Orders Not Supported Tax Management Supported Billing and Invoicing Features Billing Portal Supported Contact Database Not Supported Contingency Billing Not Supported Customer Portal Supported Customizable Invoices Supported Dunning Management Not Supported Hourly Billing Supported Invoice History Supported Mobile Payments Supported Multi-Currency Supported Online Invoicing Supported Online Payments Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Supported Service Ticket Billing Not Supported Tax Calculator Supported Bookkeeping Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Not Supported Collections Not Supported Expense Tracking Supported Fixed Asset Management Not Supported General Ledger Not Supported Payroll Not Supported Revenue Recognition Supported Spend Management Supported Tax Management Supported Expense Report Features Approval Process Control Not Supported Invoice Management Supported Multi-Currency Supported Receipt Management Supported Reimbursement Management Not Supported Spend Control Not Supported Time Tracking Supported Workflow Management Supported Show More Features Business Bank Accounts Features Bank Wires Not Supported Bill Pay Not Supported Billing & Invoicing Supported Business Credit Cards Supported Checking Account Supported Checks Not Supported Expense Management Supported Instant Payouts Not Supported No Fee Payments Supported Rewards Not Supported Savings Account Not Supported Spend Management Supported Business Management Features Billing & Invoicing Supported CRM Supported Employee Management Not Supported Financial Management Supported Inventory Management Not Supported Marketing Management Not Supported Order Management Not Supported Point of Sale (POS) Not Supported Project Management Supported Purchasing Not Supported Scheduling Supported Time & Expense Tracking Supported Training Management Not Supported Vendor Management Not Supported CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Not Supported Email Marketing Not Supported Internal Chat Integration Not Supported Lead Scoring Not Supported Marketing Automation Integration Not Supported Mobile Access Not Supported Quotes / Proposals Supported Segmentation Not Supported Social Media Integration Not Supported Task Management Supported Territory Management Not Supported Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Not Supported Compliance Tracking Not Supported Contract Lifecycle Management Supported Electronic Signature Supported Full Text Search Not Supported Government Contracts Not Supported Pre-built Templates Supported Sell Side (Customers) Not Supported Specialty Contracts Not Supported Version Control Not Supported Workflow Management Supported Forms Automation Features Approval Process Control Not Supported Archiving & Retention Not Supported Collaboration Supported Document Indexing Not Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Not Supported Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Supported Contact Management Supported Content Repository Not Supported Document Management Supported Electronic Signature Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Not Supported Real Estate Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Commission Management Not Supported Contract Management Supported General Ledger Not Supported Mobile Access Not Supported Payroll Not Supported Property Development Management Not Supported Reporting / Analytics Supported Work Order Management Not Supported Task Management Features Collaboration Supported Create Subtasks Not Supported Gamification Not Supported Gantt Charts Supported Mobile Access Not Supported Percent-Complete Tracking Not Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Not Supported Spreadsheet View Not Supported Task Board View Not Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Not Supported Tax Planning Features Detailed Savings Calculations Supported Export Branded Proposal Supported Export Branded Tax Plan Supported Multi-Entity Planning Not Supported Multi-Year Planning Not Supported Proposed Legislation Planning Not Supported State & Local Planning Supported Strategy & Scenario Comparison Not Supported Tax Return Diagnostics Supported Tax Return Scanning Not Supported Time Tracking Features Automatic Time Capture Supported Billable & Non-Billable Hours Supported Billing & Invoicing Supported Employee Database Not Supported Expense Tracking Supported Mobile Time Tracking Supported Multiple Billing Rates Supported Offline Time Tracking Not Supported Online Time Tracking Supported Overtime Calculation Supported Time per Project Reporting Supported Timesheet Management Supported Vacation / Leave Tracking Not Supported Workflow Management Features Access Controls/Permissions Not Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Not Supported Configurable Workflow Not Supported Customizable Dashboard Not Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Not Supported No-Code Supported Task Management Supported Third Party Integrations Not Supported Workflow Configuration Supported	Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Not Supported Cash Management Not Supported CPA Firms Not Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Not Supported Fund Accounting Not Supported General Ledger Not Supported Government Not Supported Multi-Currency Not Supported Nonprofits Not Supported Payroll Management Not Supported Project Accounting Not Supported Purchase Orders Not Supported Tax Management Supported Bookkeeping Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Not Supported Cash Management Supported Collections Not Supported Expense Tracking Supported Fixed Asset Management Not Supported General Ledger Supported Payroll Supported Revenue Recognition Supported Spend Management Supported Tax Management Supported
Integrations QuickBooks Online Supported Xero Supported AI Agent Builder Supported Calendly Supported ClickUp Supported Gmail Supported Google Calendar Supported Google Drive Supported Google Sheets Supported Gusto Not Supported HubSpot CRM Supported HubSpot Customer Platform Supported PayPal Not Supported QuickBooks Online Advanced Supported Slack Supported Square Payroll Not Supported Stackreaction Supported Stripe Not Supported Trello Supported Zapier Supported Show More Integrations View All 16 Integrations	Integrations QuickBooks Online Supported Xero Supported AI Agent Builder Not Supported Calendly Not Supported ClickUp Not Supported Gmail Not Supported Google Calendar Not Supported Google Drive Not Supported Google Sheets Not Supported Gusto Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported PayPal Supported QuickBooks Online Advanced Not Supported Slack Not Supported Square Payroll Supported Stackreaction Not Supported Stripe Supported Trello Not Supported Zapier Not Supported Show More Integrations View All 7 Integrations
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