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
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Expense Tracking
Supported
Multi-Currency
Supported
Project Accounting
Supported
Tax Management
Supported
CPA Firms
Not Supported
Cash Management
Not Supported
Cryptocurrency Support
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
General Ledger
Not Supported
Government
Not Supported
Nonprofits
Not Supported
Payroll Management
Not Supported
Purchase Orders
Not Supported
Billing and Invoicing
Billing Portal
Supported
Customer Portal
Supported
Customizable Invoices
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
Tax Calculator
Supported
Contact Database
Not Supported
Contingency Billing
Not Supported
Dunning Management
Not Supported
Service Ticket Billing
Not Supported
Bookkeeping
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Expense Tracking
Supported
Revenue Recognition
Supported
Spend Management
Supported
Tax Management
Supported
Cash Management
Not Supported
Collections
Not Supported
Fixed Asset Management
Not Supported
General Ledger
Not Supported
Payroll
Not Supported
Business Bank Accounts
Billing & Invoicing
Supported
Business Credit Cards
Supported
Checking Account
Supported
Expense Management
Supported
No Fee Payments
Supported
Spend Management
Supported
Bank Wires
Not Supported
Bill Pay
Not Supported
Checks
Not Supported
Instant Payouts
Not Supported
Rewards
Not Supported
Savings Account
Not Supported
Business Management
Billing & Invoicing
Supported
CRM
Supported
Financial Management
Supported
Project Management
Supported
Scheduling
Supported
Time & Expense Tracking
Supported
Employee Management
Not Supported
Inventory Management
Not Supported
Marketing Management
Not Supported
Order Management
Not Supported
Point of Sale (POS)
Not Supported
Purchasing
Not Supported
Training Management
Not Supported
Vendor Management
Not Supported
CRM
Calendar/Reminder System
Supported
Quotes / Proposals
Supported
Task Management
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
Segmentation
Not Supported
Social Media Integration
Not Supported
Territory Management
Not Supported
Contract Management
Contract Lifecycle Management
Supported
Electronic Signature
Supported
Pre-built Templates
Supported
Workflow Management
Supported
Buy Side (Suppliers)
Not Supported
Completion Tracking
Not Supported
Compliance Tracking
Not Supported
Full Text Search
Not Supported
Government Contracts
Not Supported
Sell Side (Customers)
Not Supported
Specialty Contracts
Not Supported
Version Control
Not Supported
Expense Report
Invoice Management
Supported
Multi-Currency
Supported
Receipt Management
Supported
Time Tracking
Supported
Workflow Management
Supported
Approval Process Control
Not Supported
Reimbursement Management
Not Supported
Spend Control
Not Supported
Forms Automation
Collaboration
Supported
Drag & Drop
Supported
Remote Document Access
Supported
Rules-Based Workflow
Supported
Text Editing
Supported
Approval Process Control
Not Supported
Archiving & Retention
Not Supported
Document Indexing
Not Supported
Full Text Search
Not Supported
Version Control
Not Supported
Proposal Management
Automatic Formatting
Supported
Collaboration
Supported
Contact Management
Supported
Document Management
Supported
Electronic Signature
Supported
Task Management
Supported
Templates
Supported
Calendar Management
Not Supported
Content Repository
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
RFP Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
Version Control
Not Supported
Real Estate Accounting
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Contract Management
Supported
Reporting / Analytics
Supported
Commission Management
Not Supported
General Ledger
Not Supported
Mobile Access
Not Supported
Payroll
Not Supported
Property Development Management
Not Supported
Work Order Management
Not Supported
Task Management
Collaboration
Supported
Gantt Charts
Supported
Progress Tracking
Supported
Recurring Tasks
Supported
Task Planning
Supported
Task Scheduling
Supported
Task Tracking
Supported
Time Tracking
Supported
Create Subtasks
Not Supported
Gamification
Not Supported
Mobile Access
Not Supported
Percent-Complete Tracking
Not Supported
Reporting/Analytics
Not Supported
Spreadsheet View
Not Supported
Task Board View
Not Supported
To-Do List View
Not Supported
Tax Planning
Detailed Savings Calculations
Supported
Export Branded Proposal
Supported
Export Branded Tax Plan
Supported
State & Local Planning
Supported
Tax Return Diagnostics
Supported
Multi-Entity Planning
Not Supported
Multi-Year Planning
Not Supported
Proposed Legislation Planning
Not Supported
Strategy & Scenario Comparison
Not Supported
Tax Return Scanning
Not Supported
Time Tracking
Automatic Time Capture
Supported
Billable & Non-Billable Hours
Supported
Billing & Invoicing
Supported
Expense Tracking
Supported
Mobile Time Tracking
Supported
Multiple Billing Rates
Supported
Online Time Tracking
Supported
Overtime Calculation
Supported
Time per Project Reporting
Supported
Timesheet Management
Supported
Employee Database
Not Supported
Offline Time Tracking
Not Supported
Vacation / Leave Tracking
Not Supported
Workflow Management
Business Process Automation
Supported
Document Management
Supported
Forms Management
Supported
No-Code
Supported
Task Management
Supported
Workflow Configuration
Supported
Access Controls/Permissions
Not Supported
Approval Process Control
Not Supported
Calendar Management
Not Supported
Compliance Tracking
Not Supported
Configurable Workflow
Not Supported
Customizable Dashboard
Not Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Not Supported
Third Party Integrations
Not Supported
