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What is Deltek Vision?

Effortlessly manage client connections, monitor opportunities, estimate project expenses, and cultivate client relationships. By enhancing customer satisfaction and minimizing project risks, timely and budget-friendly project delivery becomes achievable. Accelerated reporting enables the provision of role-specific metrics to decision-makers, while project managers encounter significant hurdles in ensuring that projects are completed on time and yield maximum profitability. A clear vision is essential for their achievements. - Access to real-time data allows for the early identification of issues, facilitating prompt corrective measures. - Utilize tools designed to oversee project status and employee utilization effectively. Furthermore, all financial, project, and resource planning information can be consolidated within a single comprehensive system, ensuring streamlined operations and enhanced oversight.

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.

Media

Media

Integrations Supported

Blackbox Connector
Bottomline Paymode
Emburse Expense Enterprise
FMIS Asset Management
Longview Tax
Manufacturo
Sourcing Force

Integrations Supported

AI Agent Builder
Calendly
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
QuickBooks Online Advanced
Trello
Xero
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$17 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Deltek

Date Founded

1989

Company Location

United States

Company Website

www.deltek.com/en/products/project-erp/vision

Company Facts

Organization Name

Bonsai

Date Founded

2016

Company Location

United States

Company Website

www.hellobonsai.com/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Budgeting

Asset Planning
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Profitability Analysis
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Enterprise Asset Management
Financial Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Time Tracking
Workflow Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management
Source Tracking

Payroll

Reporting/Analytics

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Task Management
Templates

Reconciliation

Not specified

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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

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