Rethink Workflow

Rethink Workflow

Rethink Workflow, Inc.
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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

Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.

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 Not Supported

Audience

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

Audience

NGOs, Business at any size

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$17 per month
Free Version Not Supported
Free Trial Supported

Pricing

$2.99/month/user
https://support.rethinkworkflow.com/p/features-pricing.html
Free Version 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 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

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Rethink Workflow, Inc.
Founded: 2016
United States
www.rethinkworkflow.com

Alternatives

Alternatives

AccountEdge

AccountEdge

Priority Software US

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

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

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

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 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

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

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

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

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

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

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Not Supported
Point of Sale (POS) Supported
Project Management Not Supported
Purchasing Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

Task Management Features

Collaboration Supported
Create Subtasks Not Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Not Supported
Percent-Complete Tracking Not Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Not Supported
Task Planning Not Supported
Task Scheduling Not Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Not Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Supported
Mobile Time Tracking Not Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Not Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Application Development Features

Access Controls/Permissions Supported
Code Assistance Not Supported
Code Refactoring Not Supported
Collaboration Tools Supported
Compatibility Testing Not Supported
Data Modeling Not Supported
Debugging Not Supported
Deployment Management Supported
Graphical User Interface Supported
Mobile Development Not Supported
No-Code Not Supported
Reporting/Analytics Supported
Software Development Supported
Source Control Not Supported
Testing Management Supported
Version Control Not Supported
Web App Development Not Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Not Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Not Supported

Construction Management Features

Accounting Integration Supported
Budget Tracking/Job Costing Not Supported
Change Orders Supported
Commercial Not Supported
Contract Management Supported
Contractors Not Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Supported
Mobile Access Not Supported
Offline Access Not Supported
Residential Supported
RFI & Submittals Not Supported
Subcontractor Management Supported
Timesheets Supported

Database Features

Backup and Recovery Not Supported
Creation / Development Supported
Data Migration Not Supported
Data Replication Not Supported
Data Search Not Supported
Data Security Not Supported
Database Conversion Not Supported
Mobile Access Not Supported
Monitoring Not Supported
NOSQL Not Supported
Performance Analysis Not Supported
Queries Not Supported
Relational Interface Not Supported
Virtualization Not Supported

IT Asset Management Features

Asset Tracking Supported
Audit Management Supported
Compliance Management Supported
Configuration Management Supported
Contract/License Management Supported
Cost Tracking Supported
Depreciation Management Supported
Inventory Management Supported
IT Service Management Supported
Maintenance Management Supported
Procurement Management Supported
Requisition Management Supported
Supplier Management Supported

IT Management Features

Capacity Monitoring Not Supported
Compliance Management Supported
Event Logs Not Supported
Hardware Inventory Supported
IT Budgeting Supported
License Management Supported
Patch Management Supported
Remote Access Not Supported
Scheduling Not Supported
Software Inventory Not Supported
User Activity Monitoring Not Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Not Supported
Forecasting Not Supported
Inventory Optimization Not Supported
Kitting Not Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Supported
Warehouse Management Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Supported
Volunteer Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Not Supported
Field Sales Management Not Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Not Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Not Supported
Territory Management Supported

Supply Chain Management Features

Demand Planning Not Supported
Electronic Data Interchange Not Supported
Import / Export Management Not Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Sales & Operations Planning Not Supported
Shipping Management Supported
Supplier Management Supported
Transportation Management Supported
Warehouse Management 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 Not Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Not Supported
Time Tracking by Project Not Supported

Volunteer Management Features

Attendance Management Supported
Calendar Management Not Supported
Event Management Supported
Group Management Supported
Member Directory Supported
Membership Management Supported
Recognition Management Not Supported
Registration Management Supported
Scheduling Supported
Self Service Portal Not Supported
Training Management Supported
Volunteer Profiles Supported

Workforce Management Features

Budgeting & Forecasting Not Supported
Contractor Management Supported
Employee Lifecycle Management Supported
Labor Projection Not Supported
Performance Appraisal Not Supported
Recruiting Management Supported
Scheduling Not Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Not Supported

Integrations

AI Agent Builder Supported
Calendly Supported
ClickUp Supported
Gmail Supported
Google Calendar Supported
Google Drive Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Slack Supported
Stackreaction Supported
Trello Supported
Xero Supported
Zapier Supported

Integrations

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
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Slack Not Supported
Stackreaction Not Supported
Trello Not Supported
Xero Not Supported
Zapier Not Supported
Claim Bonsai and update features and information
Claim Bonsai and update features and information
Claim Rethink Workflow and update features and information
Claim Rethink Workflow and update features and information