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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

Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

All-in-one business management & financial solution for small businesses & self-employed professionals

Audience

Self employed professionals, agencies, firms, and consultancies.

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

Screenshots and Videos

Pricing

$17 per month
Free Version Not Supported
Free Trial Supported

Pricing

$6.30/month
Get 70% off for 3 month offer now!

Lite - $21 per month. Send unlimited invoices to up to 5 clients

Plus - $38 per month. Send unlimited invoices to up to 50 clients

Premium - $65 per month. Send unlimited invoices to an unlimited amount of clients
Free Version Not Supported
Free Trial 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 4.8 / 5
ease 4.6 / 5
features 4.7 / 5
design 4.8 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • The software offers a simple and intuitive user interface that makes it easy to create and manage invoices, track payments, and manage clients. The mobile app makes it easy to access the software from anywhere, and the integration with other popular business apps, such as PayPal and Stripe, makes it even more convenient. Freshbooks also offers a range of accounting features, such as tracking expenses, generating reports, and managing taxes.
  • The platform is very simple and easy to use, all its features and tools are very intuitive. They handle a large amount of information without the need to present any kind of blocking in the system. The price is incredible, Freshbooks fits what it offers. The best CDFi option is included and projects are handled much better.
  • The best finance software for streamlining invoicing process for clients and time tracking. It is highly reliable in completing complex financial processes and automating tasks.
  • FreshBooks have managed to bed down the Quote to Cash (Proposals - Invoice - Receipt - Report) process in a very elegant and concise way, hats off to them. We adopted FreshBooks after extensive evaluation and despite the price, the value they provide makes it worth it. Proposal are a definite win though it would be nice if we could customize/personalize the sending domain name.
  • Freshbooks works with high-performance financial analytics, from which you can create advanced statistics showing the billing and closing cycles of all dates booked in the system, so you can access the information as often as needed. Freshbooks quickly manages file exports.

Cons

  • The customer service can be slow to respond and not very helpful. The prices are also higher than other accounting software programs.
  • They should translate the platform to other languages as some of our users don't speak English and it has been difficult for them to interact with Freshbooks. Otherwise this platform is amazing and can be manipulated by anyone.
  • I currently don't have any dislike since they upgraded the interface which was one area that I really wanted to see upgraded.
  • Not a negative - a wish rather that they would allow online payments in South Africa. The pandemic has minimized movement for all and integration with the local banks#paywalls would help speed up payments and automate reconciliations.
  • Freshbooks does not have good integrations to other ledger management services, which is noticeable when trying to adapt formats from the Xero platform to Freshbooks, whose formatting varies greatly. Freshbooks also does not include an expense tracker integrated directly from the control panel.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Bonsai
Founded: 2016
United States
www.hellobonsai.com/

Company Information

FreshBooks
Founded: 2004
Canada
www.freshbooks.com/

Alternatives

Alternatives

Invoice Home

Invoice Home

Invoice Home Inc.

Categories

Accounting Supported
Bookkeeping Supported
CRM Supported
Expense Report Supported
Forms Automation Supported
Project Accounting Supported
Task Management Supported
Tax Planning Supported
Tax Preparation Supported
Time Tracking Supported

Categories

Accounting Supported

Want to grow without feeling overwhelmed? FreshBooks empowers you to make smarter spending decisions. Get custom, real-time reports that pinpoint risks and opportunities, all while squeezing out every tax break. Try it Free or save 70% on FreshBooks Now.

AR Automation Supported

Tired of chasing invoices and juggling paperwork? FreshBooks simplifies your entire billing process. Create professional, branded invoices, send them to clients, and easily track payment status. With FreshBooks, you'll save time on admin and get paid up to 2x faster. Try it Free or save 70% on FreshBooks Now.

Bookkeeping Supported

Unlock clear financial health with powerful bookkeeping tools. Make smart decisions, plan for growth, and ensure compliance. FreshBooks simplifies this, giving you control and clarity to focus on growing your business. Try it Free or save 70% on FreshBooks Now.

Expense Report Supported

Snap, categorize, and conquer expenses with FreshBooks! Easily track receipts, auto-import bank transactions, and get clear spending insights. Simplify tax prep and budgeting, so you always know where your money is going. Try it Free or save 70% on FreshBooks Now.

Finance Supported

Say goodbye to complex spreadsheets and confusing software. Get all your essential financial tools in one place with FreshBooks. It's an all-in-one accounting solution that effortlessly handles your billing, payments, and bookkeeping. Try it Free or save 70% on FreshBooks Now.

General Ledger Supported
Legal Billing Supported
Payment Processing Supported

FreshBooks makes getting paid speedy and straightforward. Offer credit cards payrments, Apple Pay, and bank transfers to your clients and get paid twice as fast. Plus, save time with automatic payment recording and invoice matching. Try it Free or save 70% on FreshBooks Now.

Payroll Supported
Project Accounting Supported
Receipt Scanner Supported
Reconciliation Supported
Recurring Billing Supported

Simplify your billing with FreshBooks. Generate branded, professional invoices, dispatch them to clients with a click, and closely monitor their payment progress. Reclaim time otherwise spent on admin, and experience the benefit of getting paid up to 2x faster. Try it Free or save 70% on FreshBooks Now.

Time and Expense Supported
Time Clock Supported
Time Tracking Supported

FreshBooks' powerful and simple expense tracker makes tracking business expenses ridiculously easy. You can see what you’re spending and how profitable you are at a glance without the headache of spreadsheets or shoeboxes of receipts. Try it Free or save 70% on FreshBooks Now.

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

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

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

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 Not 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 Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management 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 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 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 Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Accounts Receivable Features

ACH Payment Processing Supported
Billing & Invoicing Supported
Check Processing Not Supported
Collections Management Not Supported
Online Payment Processing Supported
Overpayment Processing Not Supported
Partial Payments Supported
Receivables Ledger Supported
Recurring Billing Supported

Construction Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Billing & Invoicing Supported
Budgeting & Forecasting Not Supported
Cash Management Not Supported
Construction Breakdowns Not Supported
General Ledger Supported
Job Costing Not Supported
Overrun Projections Not Supported
Payroll Management Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Not Supported
Calendar Management Not Supported
Case Management Not Supported
Client Portal Not Supported
Document Management Not Supported
Expense Tracking Supported
Time Tracking Supported

Payment Processing Features

ACH Check Transactions Supported
Bitcoin Compatible Not Supported
Debit Card Support Not Supported
Gift Card Management Not Supported
Mobile Payments Not Supported
Online Payments Supported
POS Transactions Not Supported
Receipt Printing Not Supported
Recurring Billing Supported
Signature Capture Supported

Payroll Features

401(k) Tracking Supported
Attendance Management Supported
Benefits Management Supported
Check Printing Not Supported
Compensation Management Not Supported
Deductions Management Not Supported
Direct Deposit Not Supported
Multi-Country Not Supported
Multi-State Not Supported
Reporting/Analytics Not Supported
Self Service Portal Not Supported
Tax Compliance Supported
Vacation / Leave Tracking Not Supported
W-2 and 1099 Preparation Not Supported
Wage Garnishment Not Supported

Recurring Billing Features

Customer Portal Not Supported
Deferred Billing Supported
Discount Management Not Supported
Dunning Management Not Supported
Invoice History Supported
Multi-Currency Not Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Not Supported
Subscription Billing Not Supported

Time Clock Features

Biometric Recognition Not Supported
Hourly Employee Tracking Not Supported
Messaging Not Supported
Mobile Access Supported
Online Punch Card Not Supported
Payroll Management Supported
Punch card Not Supported
Reporting/Analytics Supported
Salaried Employee Tracking Supported
Sick Leave Tracking Not Supported
Vacation / Leave Tracking Not Supported
Workstation Tracking Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Not Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Integrations

Calendly Supported
Slack Supported
Stackreaction Supported
Trello Supported
Zapier Supported
APIcenter Not Supported
Agile CRM Not Supported
Corpay One Not Supported
Forwardly Not Supported
Gmail Supported
HoneyBook Not Supported
MerchantPlus Not Supported
Peaka Not Supported
Quickwork Not Supported
Sastrify Not Supported
ScoreDetect Not Supported
Style Intelligence Not Supported
Zendesk Not Supported
Zoom Not Supported
inVIEW IIoT Platform Not Supported

Integrations

Calendly Supported
Slack Supported
Stackreaction Supported
Trello Supported
Zapier Supported
APIcenter Supported
Agile CRM Supported
Corpay One Supported
Forwardly Supported
Gmail Not Supported
HoneyBook Supported
MerchantPlus Supported
Peaka Supported
Quickwork Supported
Sastrify Supported
ScoreDetect Supported
Style Intelligence Supported
Zendesk Supported
Zoom Supported
inVIEW IIoT Platform Supported
Claim Bonsai and update features and information
Claim Bonsai and update features and information
Claim FreshBooks and update features and information
Claim FreshBooks and update features and information