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.

Pricing

Price Starts At:
$17 per month
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Bonsai
Date Founded:
2016
Company Location:
United States
Company Website:
www.hellobonsai.com/
Edit This Page

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Startup
Supported Languages
English

Bonsai Categories and Features

Workflow Management Software

Business Process Automation
Document Management
Forms Management
No-Code
Task Management
Workflow Configuration

Time Tracking Software

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

Tax Planning Software

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
State & Local Planning
Tax Return Diagnostics

Task Management Software

Collaboration
Gantt Charts
Progress Tracking
Recurring Tasks
Task Planning
Task Scheduling
Task Tracking
Time Tracking

Real Estate Accounting Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Contract Management
Reporting / Analytics

Proposal Management Software

Automatic Formatting
Collaboration
Contact Management
Document Management
Electronic Signature
Task Management
Templates

Forms Automation Software

Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing

Expense Report Software

Invoice Management
Multi-Currency
Receipt Management
Time Tracking
Workflow Management

Contract Management Software

Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Workflow Management

CRM Software

Calendar/Reminder System
Quotes / Proposals
Task Management

Business Management Software

Billing & Invoicing
CRM
Financial Management
Project Management
Scheduling
Time & Expense Tracking

Business Bank Accounts

Billing & Invoicing
Business Credit Cards
Checking Account
Expense Management
No Fee Payments
Spend Management

Bookkeeping Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Revenue Recognition
Spend Management
Tax Management

Billing and Invoicing Software

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

Accounting Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Project Accounting
Tax Management