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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 Agiled?

Centralize All Your Business Functions in a Single Location. Say goodbye to the inconvenience of switching between various applications to manage your organization. Start using Agiled to optimize your operations within one unified platform. This all-inclusive system encompasses CRM, invoicing, contracts, financials, and employee management, all housed under one roof. With Agiled, you access a cohesive business management tool that simplifies employee oversight, project coordination, task monitoring, time tracking, professional contract creation, expense management, and prompt invoice dispatching for faster payments. You will receive Slack notifications for every action on your account, with customizable settings to suit your preferences. Enjoy instant updates via push notifications about activities, even when your browser tab is not active. If the default theme doesn’t align with your aesthetic, Agiled allows you to modify its look with a variety of theme options. Furthermore, you can assign tickets, whether they are customer-generated or created by you, to any team member through the ticketing features. By integrating all these functionalities, Agiled enables businesses to function more efficiently, ultimately enhancing productivity and effectiveness. This comprehensive approach allows for better collaboration and communication among team members, fostering a more streamlined workflow.

Media

Media

Integrations Supported

Google Drive
HubSpot CRM
HubSpot Customer Platform
Zapier
Calendly
Gmail
Google Calendar
QuickBooks Online
Slack

Integrations Supported

Google Drive
HubSpot CRM
HubSpot Customer Platform
Zapier
ActiveCampaign
Amazon S3
Asana
Dropbox
Freedcamp
KonnectzIT
Moosend
Pabbly Connect
PayPal
Plutio
Razorpay

API Availability

API Availability

Pricing Information

$17 per month
Free Trial Offered?

Pricing Information

$15 per month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

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
Webinars
On-Site Training

Company Facts

Organization Name

Bonsai

Date Founded

2016

Company Location

United States

Company Website

www.hellobonsai.com/

Company Facts

Organization Name

ZTABS LLC

Date Founded

2014

Company Location

United States

Company Website

agiled.app/

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
CRM
Employee Management
Inventory Management
Marketing Management
Point of Sale (POS)
Project Management
Purchasing
Time & Expense Tracking
Training Management

Trucking Accounting

Not specified

Work Management

Not specified

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