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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 Aptien?

One comprehensive solution. Infinite possibilities for effective work management await you. With over 50 innovative features, overseeing employees, equipment, contracts, and documents becomes significantly more streamlined. Let's embark on this journey together and make life simpler. Are you in search of an easy-to-navigate and robust work management platform? Look no further! You've discovered the answer! Managing Employee Relations and Human Resources has never been simpler. This platform offers a seamless approach to facilitate team communication and task organization. Our exceptional features are designed to enhance administrative and management practices within your company. With powerful, rapid, and easily accessible tools available from any location, we transform mundane activities into structured, efficient, and clearly defined workflows, ultimately driving productivity forward. Embrace this change and witness the transformation in your work environment.

Media

Media

Integrations Supported

Google Drive
Slack
Calendly
ClickUp
Gmail
Google Calendar
Google Sheets
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Stackreaction
Trello
Zapier

Integrations Supported

Google Drive
Slack
Dropbox
Mailchimp
Microsoft Azure
Microsoft Outlook
Microsoft Power BI
Microsoft SharePoint
SAP Business One

API Availability

API Availability

Has API

Pricing Information

$17 per month
Free Trial Offered?

Pricing Information

$30.00/month/user
Premium tariff $30.00/month/user minimum of 3 users includes most features. Enterprise tariff needed for on premise solution and corporate branding.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac
On-Prem

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Bonsai

Date Founded

2016

Company Location

United States

Company Website

www.hellobonsai.com/

Company Facts

Organization Name

Aptien Inc.

Date Founded

2022

Company Location

United States

Company Website

www.aptien.com/en/homepage

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

CRM
Employee Management
Inventory Management
Marketing Management
Order Management
Project Management
Purchasing
Scheduling
Training Management
Vendor Management

Contract Management

Buy Side (Suppliers)
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Data Governance

Access Control
Data Mapping
Policy Management
Process Management
Roles Management
Storage Management

Equipment Maintenance

Customer Database
Equipment Tracking
Inventory Control
Maintenance Scheduling
Warranty Tracking

ERP

Enterprise Asset Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Warehouse Management

Human Resources

360 Degree Feedback
Applicant Tracking
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Self Service Portal
Training Management

IT Management

Compliance Management
Hardware Inventory
License Management
Patch Management
Remote Access
Scheduling
Software Inventory

ITSM

Asset Tracking
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Maintenance Management

Asset Tracking
Calibration Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Predictive Maintenance
Preventive Maintenance
Scheduling
Service History Tracking
Technician Management
Work Order Management

Project Management

Agile Methodologies
Client Portal
Collaboration Tools
Customizable Templates
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Traditional Methodologies

Project Planning

Agile Methodologies
Collaboration Tools
Due Date Tracking
Kanban Board
Progress Tracking
Task Management

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
IT Risk Management
Mobile Access
Operational Risk Management
Response Management
Risk Assessment

Task Management

Collaboration
Create Subtasks
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Task Board View
Task Planning
Task Scheduling
Task Tracking
To-Do List View

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