Audience
All-in-one business management & financial solution for small businesses & self-employed professionals
About Bonsai
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.
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Pricing
Starting Price:
$17 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Bonsai
Founded: 2016
United States
www.hellobonsai.com/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Videos
Support
Phone Support
24/7 Live Support
Online
Bonsai Frequently Asked Questions
Bonsai Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Project Accounting
Tax Management
CPA Firms
Cash Management
Cryptocurrency Support
Fixed Asset Management
Fund Accounting
General Ledger
Government
Nonprofits
Payroll Management
Purchase Orders
Billing and Invoicing
Billing Portal
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
Contact Database
Contingency Billing
Dunning Management
Service Ticket Billing
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Revenue Recognition
Spend Management
Tax Management
Cash Management
Collections
Fixed Asset Management
General Ledger
Payroll
Business Bank Accounts
Billing & Invoicing
Business Credit Cards
Checking Account
Expense Management
No Fee Payments
Spend Management
Bank Wires
Bill Pay
Checks
Instant Payouts
Rewards
Savings Account
Business Management
Billing & Invoicing
CRM
Financial Management
Project Management
Scheduling
Time & Expense Tracking
Employee Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Purchasing
Training Management
Vendor Management
CRM
Calendar/Reminder System
Quotes / Proposals
Task Management
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Territory Management
Contract Management
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Workflow Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Full Text Search
Government Contracts
Sell Side (Customers)
Specialty Contracts
Version Control
Expense Report
Invoice Management
Multi-Currency
Receipt Management
Time Tracking
Workflow Management
Approval Process Control
Reimbursement Management
Spend Control
Forms Automation
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing
Approval Process Control
Archiving & Retention
Document Indexing
Full Text Search
Version Control
Proposal Management
Automatic Formatting
Collaboration
Contact Management
Document Management
Electronic Signature
Task Management
Templates
Calendar Management
Content Repository
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Version Control
Real Estate Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Contract Management
Reporting / Analytics
Commission Management
General Ledger
Mobile Access
Payroll
Property Development Management
Work Order Management
Task Management
Collaboration
Gantt Charts
Progress Tracking
Recurring Tasks
Task Planning
Task Scheduling
Task Tracking
Time Tracking
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Reporting/Analytics
Spreadsheet View
Task Board View
To-Do List View
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
State & Local Planning
Tax Return Diagnostics
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
Strategy & Scenario Comparison
Tax Return Scanning
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Employee Database
Offline Time Tracking
Vacation / Leave Tracking
Workflow Management
Business Process Automation
Document Management
Forms Management
No-Code
Task Management
Workflow Configuration
Access Controls/Permissions
Approval Process Control
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Graphical Workflow Editor
Mobile Access
Third Party Integrations
