Streamline Your Business with Bonsai: Comprehensive Management Software for Professionals

About Bonsai

Bonsai's business management software is a game-changer for professionals across various industries. With its comprehensive suite of features, including client management, project management, financial tracking, and a plethora of customizable templates, it streamlines operations and enhances productivity.

The platform's user-friendly interface allows teams to consolidate projects, clients, and resources into one integrated system, making it easier to manage everything from proposals to invoicing. The ability to track time, manage budgets, and generate insightful reports in real-time is invaluable for maintaining project efficiency and financial health.

What truly sets Bonsai apart is its commitment to user experience. The software is designed with the end-user in mind, ensuring that even those who may not be tech-savvy can navigate it with ease. The positive feedback from users, reflected in high ratings on platforms like G2 and Capterra, speaks volumes about its effectiveness and reliability.

Moreover, the extensive library of templates for contracts, proposals, and invoices saves users significant time and effort, allowing them to focus on what truly matters—growing their business. The integration capabilities with other tools further enhance its functionality, making it a versatile choice for agencies, consultancies, and professional services.

Bonsai is not just a tool; it's a comprehensive solution that empowers businesses to work smarter, not harder. For anyone looking to elevate their business management processes, Bonsai is undoubtedly worth considering.

CRM Features

• Calendar/Reminder System
• Quotes / Proposals
• Task Management

Accounting Features

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

Bookkeeping Features

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

Tax Planning Features

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

Time Tracking Features

• 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

Expense Report Features

• Invoice Management
• Multi-Currency
• Receipt Management
• Time Tracking
• Workflow Management

Task Management Features

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

Forms Automation Features

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

Business Management Features

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

Contract Management Features

• Contract Lifecycle Management
• Electronic Signature
• Pre-built Templates
• Workflow Management

Proposal Management Features

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

Workflow Management Features

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

Billing and Invoicing Features

• 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

Business Bank Accounts Features

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

Real Estate Accounting Features

• Accounts Payable
• Accounts Receivable
• Bank Reconciliation
• Contract Management
• Reporting / Analytics