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What is Bonsai?

Bonsai serves as a comprehensive management tool designed specifically for small enterprises and solo professionals. Among its most utilized features is financial management, which encompasses all essential aspects for owners to effectively oversee their finances and reach their profitability targets, including invoicing and payments, accounting, taxation, and banking solutions. The platform boasts a user-friendly and streamlined dashboard that facilitates ease of use. With Bonsai, small and medium-sized businesses can effortlessly monitor their revenue and automate the classification of expenditures to optimize tax deductions. It allows entrepreneurs to expedite payment processing by generating professional invoices in mere seconds, complete with global payment options and automatic payment reminders. Beyond financial capabilities, Bonsai also delivers an integrated client and project management system. This system features contracts with e-signatures, proposal creation, customer relationship management (CRM), client forms, scheduling tools, time tracking, and additional functionalities essential for effectively managing and expanding a business. Users can also craft personalized contracts and proposals using a library of over 1,000 templates provided by Bonsai. All of Bonsai’s functionalities are interconnected and automated, establishing it as a holistic business process management solution that conserves both time and resources. By adopting Bonsai, business owners can focus on growth while the platform manages the operational details seamlessly. Ultimately, Bonsai empowers users to streamline various aspects of their business, fostering efficiency and success.

What is 17hats?

For each service provided, you'll create a Project that acts as a digital file folder, housing all your crucial information. Service-oriented businesses depend on 17hats because of its trustworthy nature, cutting-edge features, and educational tools, contributing to our ongoing impressive growth. Our committed and efficient team at 17hats offers in-house support, working together to provide the best business automation platform on the market. We understand the complexities of achieving success in the business landscape, and the versatility of our platform is highlighted by the fact that our members come from over 100 different business categories. A significant number of our users have shown unwavering loyalty since we began seven years ago, reflecting the dedication of serious small business owners who count on 17hats for their daily operations. The lasting success of our platform strengthens the idea that we are an essential asset for entrepreneurs, and we continuously strive to enhance our offerings to meet the evolving needs of our users. This commitment to improvement ensures that we remain a critical partner for businesses navigating their growth journeys.

Media

Media

Integrations Supported

Google Calendar
QuickBooks Online
Stackreaction
ClickUp
HubSpot CRM
HubSpot Customer Platform
Slack
Trello
Xero
Zapier

Integrations Supported

Google Calendar
QuickBooks Online
Stackreaction
Axis LMS
Freedom Merchants
Shift
ShootProof
Square Appointments
Square POS
Square Payments
Whisk Manager
Wufoo

API Availability

API Availability

Pricing Information

$17 per month
Free Trial Offered?

Pricing Information

$13 per month
Billed annually
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Bonsai

Date Founded

2016

Company Location

United States

Company Website

www.hellobonsai.com/

Company Facts

Organization Name

17hats

Date Founded

2014

Company Location

United States

Company Website

www.17hats.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Project Accounting
Tax Management

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

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Revenue Recognition
Spend Management
Tax Management

Business Bank Accounts

Billing & Invoicing
Business Credit Cards
Checking Account
Expense Management
No Fee Payments
Spend Management

Business Management

Billing & Invoicing
CRM
Financial Management
Project Management
Scheduling
Time & Expense Tracking

Contract Management

Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Workflow Management

CRM

Calendar/Reminder System
Quotes / Proposals
Task Management

Expense Report

Invoice Management
Multi-Currency
Receipt Management
Time Tracking
Workflow Management

Forms Automation

Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing

Law Firm Accounting

Not specified

Legal Time Tracking

Not specified

Project Accounting

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Document Management
Electronic Signature
Task Management
Templates

Real Estate Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Contract Management
Reporting / Analytics

Task Management

Collaboration
Gantt Charts
Progress Tracking
Recurring Tasks
Task Planning
Task Scheduling
Task Tracking
Time Tracking

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
State & Local Planning
Tax Return Diagnostics

Tax Preparation

Not specified

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

Workflow Management

Business Process Automation
Document Management
Forms Management
No-Code
Task Management
Workflow Configuration

Categories and Features

Business Management

Billing & Invoicing
Financial Management
Time & Expense Tracking

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