Alternatives to Bonsai
Compare Bonsai alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Bonsai in 2026. Compare features, ratings, user reviews, pricing, and more from Bonsai competitors and alternatives in order to make an informed decision for your business.
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1
FreshBooks
FreshBooks
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. -
2
Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
3
Xero
Xero
Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. -
4
AlsoThere
AlsoThere
AlsoThere is a turnkey transactional infrastructure that unbundles commercial capabilities from legal incorporation. Built for B2B SaaS and ISVs, we act as your localized operational backbone, enabling parallel GTM deployment across 43 countries (US, EU, LATAM) in under 48 hours. Rapid Deployment: Achieve legal commercial presence in 48h, converting expansion from high-risk CAPEX to an agile OPEX model.Native capability to issue tax-compliant local invoices and execute multi-currency consolidations for enterprise nodes. Compliance-as-a-Service: We comply with local tax, legal, and regulatory frameworks entirely. AlsoThere seamlessly integrates into your channel strategies. We act as your specialized transactional infrastructure allowing you to bypass legacy generalist resellers and maintain 100% customer control. Powered by eSource Capital Group (20 years cross-border expertise) with over US$250M+ successfully processed for third-party enterprise clients. -
5
QuickBooks Online
Intuit
QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.Starting Price: $9/month (normally $15/month) -
6
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
7
AccountEdge
Priority Software US
AccountEdge is a powerful, easy-to-use, small-business accounting software for the Mac and Windows desktop. With AccountEdge, business owners can organize, process, and report on their financial information so they can focus on their business. Features include: accounting, integrated payroll, sales and purchases, contact management, inventory tracking, time billing, and more. Invoicing - Create and send customer invoices for products, services, or time and track payment status on open sales. Expenses - Manage your vendors, payments, and recurring transactions. Banking - Manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze. Payroll - Pay your employees and tracking their pay, accruals, and expenses is critical to your business. Inventory - Manage your items and services and track their stock by location to ensure you have enough products on hand.Starting Price: $20/month -
8
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
9
Proteus
Xergy
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.Starting Price: $35 per user per month -
10
TimeSolv
ProfitSolv
Track time effortlessly and bill accurately with TimeSolv, a web-based time tracking and billing software for legal professionals. TimeSolv is an easy to use and intuitive platform that offers a wide range of features to help legal professionals improve their efficiency and profits. These include time tracking, document management, invoicing, reporting, expense tracking, and project management tools.Starting Price: $32.00/month/user -
11
Vertex
Vertex Inc.
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company. -
12
Whelm
Whelm
Whelm is a suite of free tools, built specifically for freelancers. With work-in-progress media reviews, invoicing, contract templates, e-signatures, and project management built into the platform, freelancers no longer need 5 different apps to run their business. We are the ideal software solution for freelance videographers, motion designers, video editors, audio producers, voice over actors, animators, graphic designers, copywriters, and more. Anyone who needs an all-in-one solution will love the benefits that Whelm provides. What makes us different or better than the incumbents like Frame .io, HoneyBook, or others? Whelm's all-in-one solution not only makes it easy to get client feedback, but also manage your entire business from one app, saving you time and money. Our users save an average of $600+ annually compared to creating paid profiles with 4-5 separate business management and media review softwares.Starting Price: $0 -
13
Vollna
Vollna
Aren't you tired of constantly checking different freelancing websites to search for job? Get all the latest freelancing jobs posted in UpWork, Freelancer, Peopleperhour and Guru straight to your inbox or your mobile phone and increase your chance of getting hired so you can start working on the project you love. Real-time job notifications via email and/or app. Instant access to relevant freelancing jobs from Upwork, Freelancer, Guru, and Peopleperhour in one dashboard. A freelance job monitoring software that accurately filters the most relevant jobs based on Machine Learning. We crawl the best freelance websites 24/7 to collect and analyze the data and make it available to you.Starting Price: $5 per month -
14
Studioworks
Studioworks
Studioworks is business management software built specifically for creative studios to streamline key operations like client management, invoicing, and payment processing. It lets you add and organize client contact info, track financial data, save private notes, and create invoice blueprints so paperwork feels smoother and more intuitive. Studioworks offers a beautifully designed invoicing interface where you can charge by the hour, day, week, month, or quarter, use flat rate or per-item pricing, apply discounts or credits, collect taxes and fees, send online invoices that clients can pay directly, and export invoices as PDFs. It supports multiple payment methods including ACH, credit card, wire, check, and third-party platforms such as PayPal, Zelle, Cash App, and Venmo, with international currency support and no extra transaction fees beyond standard processing fees. You can customize your Studio Hub with your logo, unlimited colors, and curated fonts.Starting Price: $39 per month -
15
Zenible
SAS Data Services Ltd
Zenible is an AI-powered business platform designed to help freelancers and solo entrepreneurs manage and grow their businesses. It combines tools like CRM, invoicing, calendar management, and meeting intelligence into a single system. The platform includes AI advisors that provide guidance on sales, growth, content, and mindset. Users can automate administrative tasks and capture insights from meetings through real-time summaries and action items. Zenible also helps manage leads, clients, projects, and financial tracking without switching between multiple tools. Its meeting intelligence feature records and analyzes conversations to improve decision-making and follow-ups. The platform integrates with tools like Stripe, Google Calendar, Zoom, and Microsoft Teams for seamless workflows. By combining automation and expert guidance, Zenible helps users run their business more efficiently.Starting Price: $27/month -
16
ClientDeck
ClientDeck
ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.Starting Price: $9/month -
17
Clientjoy
Clientjoy
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
18
Clearmargin
Clearmargin
Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.Starting Price: $14.99/mo -
19
Bloom
Bloom
Give your clients a premium experience from start to finish. Send professional invoices and get paid fast via Stripe, Square, Paypal, Cash App, Venmo, or Zelle. Offer payment schedules and sign contracts all on one payment page. Use Bloom's revolutionary task-tracking system. See what is next for each project on one page by creating as many workflows as you need to manage your growing business. Protect yourself with legally binding contract signatures. In one click send contracts or attach them to invoices and instant booking packages. Present your final work in beautiful galleries with robust options controlling layout, proofing, feedback, download permissions, and activity. The easiest way to book clients with package options, add-ons, scheduling, contract signing, and payment collection. Send a link or embed it on your website. Bloom is the new standard for service professionals. You can upgrade to the full suite of tools when you're ready.Starting Price: $13 per month -
20
FreelancerGuard
FreelancerGuard
FreelancerGuard is a pre-commitment risk detection tool for freelancers — it works at the inquiry stage, before there is a signed contract, SOW, or project to manage. Two tools: Red Flag Detector — Paste any client message, job post, or DM. Get an instant 0–100 risk score across five categories: scope creep, payment dodging, devaluation, relationship red flags, and power imbalance. Every flagged phrase is highlighted with an explanation—a rules-based scoring engine. Scope Creep Email Generator — When a client pushes scope, describe the context and get a ready-to-send reply in three tone options: firm, warm, or direct. Most scope creep tools help after the project starts. FreelancerGuard starts earlier — when the first inquiry feels off, and you still have room to walk away. Raw inquiry text is never stored.Starting Price: $8/month/user -
21
Enlivy
Enlivy
Enlivy is a commercial operations platform for service businesses. It connects proposals, contracts, invoicing, payments, and bank reconciliation in one system with EU e-invoicing through PEPPOL and ANAF eFactura built in natively. A proposal converts into a contract with multi-party parallel e-signature. A signed contract generates an invoice with automatic tax and multi-currency support. Payments are matched against imported bank statements. Every record links back so audit trails and client history stay complete. Clients access a branded Customer Portal with passwordless login to view, accept, sign, and pay. The platform is API-first with a REST API, webhooks, Slack, Zapier, and MCP server integrations. Six languages, 41 countries, multi-organization support. Free plan with no card and no time limit. Paid packs from EUR 4.99/month.Starting Price: $4.99 -
22
InvoiceDeck
InvoiceDeck
InvoiceDeck is a modern, privacy-first invoicing and expense tracking platform built specifically for freelancers, contractors, virtual assistants, and small business owners. Unlike traditional, bloated accounting software that forces intrusive tracking, InvoiceDeck respects your data. With our signature "No-Signup" Classic Generator, you can craft and download professional PDF invoices in under a minute without creating an account. When you are ready to upgrade your business, our secure dashboard unlocks automated expense logging, visual financial analytics, multi-currency templates, and direct checkout integrations. Settle invoices faster than ever. InvoiceDeck allows you to embed direct payment links (using Stripe, PayPal, or Lemon Squeezy) and scannable mobile QR codes directly into your PDF invoices. Built with strict GDPR compliance and zero-tracking principles, InvoiceDeck is the secure, fast, and beautiful billing partner for independent creators.Starting Price: $9/month -
23
Handl
Dazlab
Handl is an AI-native financial operations platform purpose-built for freelancers and small agencies (1-10 people). It consolidates quoting, invoicing, payment collection, and scope management into a single workspace, eliminating the need for multiple disconnected tools. Key capabilities include: Professional quotes and invoices with integrated one-click payment links Automated payment reminders sent before and after invoice due dates Real-time scope change tracking to prevent billing disputes AI-powered follow-up communications that maintain a professional, personal tone Dashboard visibility into outstanding invoices, payment status, and cash flow Designed by an agency founder with 20+ years of experience in client services, Handl addresses the operational pain points that consume disproportionate time in small service businesses — particularly the challenge of collecting payment without damaging client relationships.Starting Price: $29/month/user -
24
Indy
Indy
Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.Starting Price: $19/month -
25
OneSuite
Technext
OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place. It brings together CRM, task tracking, invoicing, contract management, and lead management in an easy-to-use system. With OneSuite, you can track projects, manage leads, communicate with clients, send invoices, and handle contracts effortlessly. The client portal keeps everything organized, while features like invoice cloning, Stripe payments, and digital signatures help you save time and work efficiently. Whether you're a freelancer or growing a business, OneSuite helps you stay organized, professional, and focused on success. Try OneSuite today and take control of your business!Starting Price: Start from $29/month -
26
Payable.at
Payable.at
Payable.at is a payment request and reminder tool for solo service providers. Send a client a payment request, and Payable.at follows up automatically on a schedule you set until you're paid, then stops the moment the payment lands. Clients pay how they already pay: Venmo, Zelle, PayPal, card, whatever you've added. Built for cleaners, handymen, landscapers, detailers, trainers, photographers, and anyone who does the work and bills the client directly. Create a request in under a minute, set your reminder cadence once, and track everything outstanding from one dashboard. No accounting suite bloat, nothing new to learn.Starting Price: $19/month -
27
Bonsai
Bonsai
Bonsai is a cloud-based marketing measurement and automation platform that gives brands a highly accurate view of marketing performance across all channels while allowing full control to automate growth. On Bonsai’s platform, you can use advanced algorithms that train ad platforms (like Google and Meta) to buy clicks that are more likely to generate real business results, rather than just clicks, prioritizing high-value clicks based on attributes gleaned from past performance. They also provide built-in audience analytics, with automatic measurement of customer journeys (online and offline), segmentation by recency, frequency, monetization (RFM), geography, technology and behavior, without needing extra tracking code. For budget planning, Bonsai turns insights from its marketing mix modeling into actionable, profit-focused budget allocations, helping brands identify diminishing returns and optimize spend across channels.Starting Price: $1500 per month -
28
Bonsai 27B
PrismML
Bonsai 27B is the new multimodal flagship of the Bonsai family and the first 27B-class model to run on a phone. Based on Qwen3.6 27B, it brings a new capability tier to local devices: multi-step reasoning, structured tool calls, vision tasks, and computer-use agentic loops that stay coherent across many steps. Bonsai 27B comes in two variants. Ternary Bonsai 27B uses ternary weights with FP16 group-wise scaling, giving 1.71 effective bits per weight and a 5.9 GB footprint for the quality-oriented laptop-class version. 1-bit Bonsai 27B uses binary weights with the same group-wise scaling, giving 1.125 effective bits per weight and a 3.9 GB footprint that fits within the memory budget of an iPhone 17 Pro. Both variants run end-to-end across the language network, embeddings, attention, MLPs, and LM head with no higher-precision escape hatches. They are multimodal, with a compact 4-bit vision tower, so on-device workflows can understand screenshots, documents, and camera input. -
29
Bonsai.io
One More Cloud
Bonsai is an expert technology firm specializing in crafted search solutions for communities and businesses across the world. Bonsai ensures that your business is equipped to serve your customers and end users the best search imaginable. We support your team with consistent access to top-level engineers and manage your search through a leading platform with unrivaled stability — allowing you the freedom to deploy internal resources to other areas of your business. Nothing is more reassuring than knowing your mission-critical processes are flawlessly and expertly managed. And you’ll save thousands of staff hours, opening up the freedom to deploy your engineers to other areas of your business. With our one-of-a-kind, fully managed service, you’ll have regular, consistent contact with us via multiple channels. When Bonsai is in your corner, it’s like adding a whole team of search experts to your staff.Starting Price: $20 per month -
30
Bonsai Image
PrismML
Bonsai Image Ternary 4B MLX 2-bit is a ternary-weight text-to-image diffusion transformer deployment for Apple Silicon. It is built as a quality-oriented Bonsai Image variant, using ternary {−1, 0, +1} transformer weights with FP16 group-wise scaling in the matrix-heavy transformer layers, including Q/K/V projections, output projections, and MLP weights. The model reduces the FLUX.2 Klein 4B transformer from 7.75 GB FP16 to a 1.21 GB Bonsai Image transformer, a 6.4× smaller footprint, while keeping visual quality and prompt fidelity close to the original model. The Apple Silicon deployment payload is 3.88 GB, including the MLX 2-bit diffusion transformer, a 4-bit Qwen3-4B text encoder, and an FP16 Flux2 VAE. After prompt encoding, the text encoder is offloaded, so the denoising loop only keeps the compact transformer and VAE resident. The model uses a 4-step FlowMatchEuler sampler with guidance 1.0 and shift 3.0, with no CFG and no negative prompts required. -
31
Wave Accounting
Wave Financial
Powerful, free accounting software. Wave’s easy-to-use accounting software can connect your bank accounts, sync your expenses, balance your books, and get you ready for tax time. Start taking control of your finances today. We designed Wave for small business owners. No jargon, just easy software that makes sense. After creating your account, everything's set up so you can get started right away. Access it anywhere, any time. Your data is always available, and it’s backed up for extra peace of mind. Connect your bank accounts in seconds. The transactions will appear in your bookkeeping automatically, and you can say goodbye to manual receipt entry. Have an eye on the big picture so you can make better business decisions. Our robust reports are easy to use and show month-to-month or year-to-year comparisons so you can easily identify cash flow trends. When everything is neatly where it belongs, tax time is simple.Starting Price: $35 per month -
32
Neat
The Neat Company
Neat is an all-in-one expense management, tax preparation, and receipt tracking app built for freelancers and small businesses. It helps users organize receipts, track spending, categorize expenses, and prepare financial records for tax season. The platform brings together business expenses from areas such as subscriptions, travel, supplies, meals, invoices, and documents in one organized workspace. Neat includes automatic expense categorization, real-time spending visibility, searchable records, shareable expense reports, and secure cloud storage. Users can scan, upload, store, and retrieve receipts, invoices, contracts, bank statements, and other important financial documents. With a simple interface, mobile access, and tools designed for non-accountants, Neat helps small business owners stay organized and tax-ready without complicated accounting workflows.Starting Price: $200/year -
33
Zoho Books
Zoho
Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.Starting Price: $10.00/month -
34
Salix
Salix
Salix is a GNU/Linux distribution based on Slackware that is simple, fast and easy to use, with stability being a primary goal. Salix is also fully backwards compatible with Slackware, so Slackware users can benefit from Salix repositories, which they can use as an "extra" quality source of software for their favorite distribution. Like a bonsai, Salix is small, light & the product of infinite care. Everything that is included in the iso is installed. That includes a complete desktop environment and a complete selection of applications that matches the respective environment, always following the "one application per task" rationale. Only the minimum essentials for a console system to start are included. A graphical environment is not provided. This is ideal if you are an experienced user and want to customize your installation for any specific purpose, such as a web server, file server etc.Starting Price: Free -
35
Ledgre
Ledgre
Designed specifically for rental properties, Ledgre is software simple enough for non-accountants to navigate but robust enough to handle all the complexity of financial reporting and tax prep. If you're a landlord or rental property investor who wants to manage your books without the expensive fees of a bookkeeper, consider using Ledgre to manage and grow your business. Ledgre offers a dynamic suite of tools and features, including the following: - Import Transactions - Properties - Income and Expense Tracking - Financial Reporting - Tax Preparation Eliminate the guesswork in accounting with simple solutions, real-time insights, and a stress-free tax season. Sign up today and see how automated financial reporting can transform your rental business!Starting Price: $20/month for 1-25 units -
36
BigTime
BigTime Software
BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.Starting Price: $10.00/month/user -
37
Rocket Matter
ProfitSolv
Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.Starting Price: $49 per user per month -
38
LeanLaw
LeanLaw
LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer ExperieneStarting Price: $40/month/user -
39
CFS TaxTools
CFS Tax Software
CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise. Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change. Data backup and restore.Starting Price: $84.50 per year -
40
Nota
Nota
Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer. -
41
Centime
Centime
Centime is the all-in-one finance automation platform that unites AP, AR, expense management, forecasting, and banking—directly in your ERP. Instead of juggling fragmented tools, finance teams gain real-time visibility, faster processes, and measurable cash flow impact. With Centime, you can: - Automate AP with AI-powered invoice capture, PO matching, approvals, and supplier payments that earn 3.0% APY. - Accelerate AR with automated invoice delivery, AI-driven collections, dispute management, and faster cash application. - Simplify Expenses with mobile-first reporting, policy enforcement, and compatibility with any card program. - Forecast Cash Flow using a dynamic 13-week rolling forecast, scenario planning, and KPI tracking. - Bank Smarter with high-yield checking, FDIC-insured sweeps, account aggregation, and secure transfers. Centime helps mid-market businesses move from disconnected workflows to one strategic platform for managing and growing cash. -
42
CosmoLex
ProfitSolv
CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.Starting Price: $119/month/user -
43
PCLaw
LexisNexis
Practice management, billing, and trust accounting for law firms, used and trusted by more than 130,000 legal professionals worldwide. For more than 30 years, PCLaw has been enabling firms to manage matter information, bill and collect client payments, pay vendors, manage trust accounts, and track calendar appointments, tasks, time, and expenses — all from a single source. Time Matters delivers an adaptable solution that improves information-sharing, collaboration and workflow processes by automating redundant tasks. This enhances matter, client and document management, and increases your law firm’s operating efficiency. -
44
Lacerte
Intuit
Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.Starting Price: $400 per year -
45
Colibro
Colibro
Business tools that work for you. Proposals' intuitive text editor lets you focus on the content and forget about the formatting. Get notified immediately when your clients perform key actions. Break down costs of products and services with ease using a pricing table. Add your logo, terms & conditions and any additional notes you want to share with your clients. Your invoices live in the Colibro platform and you will know when your clients have viewed them. Keep track of which invoices are settled and which are still outstanding by entering payments against your invoices. Need to bill your clients periodically? Automate the process and save time every cycle. Upload receipt files anywhere in your browser to quickly create expenses. Group expenses to create reports for your records and to export to your accounting software of choice. Keep track of spending based on expense categories and client jobs.Starting Price: $9 per month -
46
Wolters Kluwer Digital Tax Workflow
Wolters Kluwer
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources. -
47
Kippa
Kippa
Simple banking & bookkeeping for your micro business. Get an instant business bank account, simple bookkeeping, send invoices & receipts, and get an eCommerce website, all in one free app! One account to run your small business like the big boys. All our accounts are enabled with two-factor authentication to ensure extra-secure transactions. Doing business just got easier with Kippa. It allows small and medium business owners to track their sales and expenses, send digital receipts and invoices, recover debts, open a bank account and start receiving payments within minutes. Over 350k businesses trust kippa to manage their businesses and help them make and receive payments from anyone. With Kippa, you have your business in your pocket. Record your expenses, sales, and debt. Manage multiple shops within one app. Create and send professional invoices to your customers. Check invoice status (sent, viewed, overdue, paid). Record payments of invoices.Starting Price: Free -
48
CCH ProSystem fx
Wolters Kluwer
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm. -
49
TaxWise
Wolters Kluwer
TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs. -
50
QuickBooks Online Advanced
Intuit
Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.Starting Price: $100 per month