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Project InsightProject Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
What is ZEP?
ZEP serves as a comprehensive time tracking tool designed for effective project management and can be customized with an array of additional modules, currently utilized by more than 2,000 companies.
Its features include:
• Professional time tracking for projects,
• Management of employees, clients, and projects,
• Travel expense tracking,
• A suite of reporting tools and much more.
ZEP offers different versions tailored to meet diverse user needs:
• ZEP Compact: This is the basic version ideal for professionals beginning their journey in project time tracking, encompassing employee, client, and project administration along with essential reporting features.
• ZEP Professional: This version provides enhanced capabilities for project planning, including revenue and profit analysis, travel expense oversight, and comparisons between planned and actual hours.
Our solutions are accessible through web, mobile (for both iOS and Android), and terminal platforms, allowing users to track their time from anywhere at any time.
• Choose from various modules designed to fit your specific requirements!
• Proudly developed and hosted in Germany!
• Enjoy a risk-free 30-day trial to experience its benefits firsthand!
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.
Integrations Supported
HubSpot CRM
HubSpot Customer Platform
DATEV
Integrations Supported
HubSpot CRM
HubSpot Customer Platform
AI Agent Builder
Calendly
ClickUp
Gmail
Google Calendar
Google Drive
Google Sheets
API Availability
API Availability
Pricing Information
2,00€/user/month
ZEP starts at 2,00€ per user per month. Also the number of used modules makes a diference.
Free Trial Offered?
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
ZEP GmbH
Date Founded
2000
Company Location
Germany
Company Website
www.zep.de/en/
Company Facts
Organization Name
Bonsai
Date Founded
2016
Company Location
United States
Company Website
www.hellobonsai.com/
Categories and Features
Absence Management
Not specified
Billing and Invoicing
Billing Portal
Customer Portal
Customizable Invoices
Invoice History
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Legal Time Tracking
Not specified
Project Management
Budget Management
Client Portal
Cost-to-Completion Tracking
Milestone Tracking
Resource Management
Time & Expense Tracking
Project Planning
Due Date Tracking
Prioritization
Progress Tracking
Resource Management
Task Management
Time Tracking
Billing & Invoicing
Employee Database
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Travel Management
Expense Reporting
Mobile Access
Policy Management
Profile Management
Reminders
Travel Planning
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Project Accounting
Tax Management
AI Contract Generators
Not specified
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