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What is WorkflowMax?

WorkflowMax is an affordable and comprehensive tool designed to enhance the profitability of your projects. This cloud-based workflow and job management software, developed by Xero, is trusted by over 10,000 businesses. It offers a variety of features, including time tracking, quoting, efficient billing, and job management, along with insightful reporting capabilities. WorkflowMax proves to be particularly beneficial for professionals in creative fields, engineering, surveying, law, information technology, construction, consulting, and anyone else who charges for their time. Its versatility makes it an excellent choice for a wide range of industries looking to optimize their operations.

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

Google Drive
HubSpot CRM
HubSpot Customer Platform
Xero
Causal
Datameer
Exsalerate CRM
Freshdesk
Freshservice
HubSpot Marketing Hub
Lyftrondata
MYOB
PayHero
WebRezPro
Zendesk

Integrations Supported

Google Drive
HubSpot CRM
HubSpot Customer Platform
Xero
AI Agent Builder
QuickBooks Online
QuickBooks Online Advanced
Stackreaction
Zapier

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$17 per month
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / 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

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

Bonsai

Date Founded

2016

Company Location

United States

Company Website

www.hellobonsai.com/

Categories and Features

Architecture

Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator

Construction Management

Budget Tracking/Job Costing
CRM
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
Timesheets

Job Costing

Bills of Material
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking

Legal Time Tracking

Not specified

Project Management

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

Proposal Management

Calendar Management
Collaboration
Contact Management
Document Management
Task Management
Templates

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Proposal Management

Subcontractor

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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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