Bonsai Review
What is Bonsai?
Bonsai is a business management software that enables you to manage clients, projects, and finances. It allows you to add leads and contacts, create client lists, and centralize relevant information, such as notes, files, and documents. It also supports collaboration through task assignments and time tracking to improve your productivity and efficiency.
Bonsai offers templates for different use cases to elevate your credibility and professionalism. It provides contract, proposal, and brief templates as well as invoice, quote, and form templates. It also allows you to customize the platform’s branding to improve brand awareness. Additionally, Bonsai’s forms can be used for lead generation and automation.
Bonsai provides financial tools like expense tracking, banking support, and accountant access. It also offers the option of getting a tax helper to manage your quarterly taxes and identify write-offs, among others. Bonsai is cloud-based so that you can access your information anytime and anywhere.
Show MoreOverview of Bonsai Benefits
Client Management
Bonsai enables you to manage your clients throughout their life cycle. It allows you to automate lead generation through customizable forms, add multiple service packages, and create legally-binding contracts. It also provides an integrated scheduler where you can manage bookings and appointments as well as empower your clients to set up meetings. Bonsai offers CRM where you can centralize to-dos, files, and documents according to specific clients and client lists.
Project Tracking
Bonsai improves your productivity and collaboration through project management tools. It provides time tracking where you can add tasks and projects, track billable hours, and create invoices according to the timesheet. It also allows you to add collaborators by invitation and task assignments. Bonsai enables you to communicate through comments. It also offers an add-on for partners who can access your account and company information for better transparency.
Financial Processes
Bonsai helps you improve your accuracy in handling financial processes such as expense tracking and tax management. It allows you to auto-import expenses, implement automatic budgeting, and categorize financial entries. It also enables you to monitor profits and losses as well as estimate quarterly and annual taxes. Bonsai supports different payment options, including credit cards and PayPal.
Show MoreOverview of Bonsai Features
- CRM
- Scheduling
- Contracts and Quotes
- Sales Pipeline
- Time Tracking
- Project Management
- Invoicing
- Client Management
- Payments
- Expense Tracking
- Tax Helper
- Banking
Awards & Quality Certificates
Bonsai Position In Our Categories
Knowing that businesses have distinct business demands, it is logical that they abstain from preferring an all-in-one, ideal software system. Having said that, it is nearly futile to stumble on such a software solution even among well-known software systems. The right step to do should be to make a list of the numerous significant factors that demand inspection including crucial features, costing, skill competence of staff members, organizational size, etc. Next, you must perform your research to a full extent. Have a look at some of these Bonsai evaluations and check out each of the software options in your shortlist in detail. Such detailed research makes sure you stay away from mismatched applications and buy the one which meets all the benefits your business requires to achieve growth.
Position of Bonsai in our main categories:
TOP
50
Bonsai is one of the top 50 Accounting Software products
It is essential to note that hardly any app in the Accounting Software category is a perfect solution able to match all the requirements of various company types, sizes and industries. It may be a good idea to read a few Bonsai Accounting Software reviews first as some software can excel exclusively in a very narrow set of applications or be designed with a really specific industry in mind. Others may function with a goal of being easy and intuitive and consequently lack complicated features desired by more experienced users. You can also find software that cater to a wide group of customers and offer a complex feature set, however this in most cases comes at a more significant price of such a solution. Make sure you're aware of your needs so that you choose a software that offers specifically the elements you search for.
How Much Does Bonsai Cost?
Bonsai Pricing Plans:
Free Trial
Starter
$17/month
Professional
$32/month
Business
$52/month
What are Bonsai pricing details?
Bonsai Pricing Plans:
Free Trial
Starter
$17/month
Professional
$32/month
Business
$52/month
Bonsai is offers three enterprise pricing packages that you can choose from:
Starter – $17/month
- All templates
- Unlimited clients and projects
- Invoicing and payments
- Proposal and contracts
- Scheduling
- Tasks and time tracking
- Client CRM
- Expense tracking
- Up to 5 project collaborators
Professional – $32/month
- All of Starter plan features, plus:
- Custom branding
- Forms and questionnaires
- Workflow automations
- Client portal
- Unlimited Scheduling events
- QuickBooks integration
- Calendly integration
- Zapier integration
- Up to 15 project collaborators
Business – $52/month
- All of Professional plan features, plus:
- Subcontractor management
- Hiring agreement templates (1099 contractors)
- Subcontractor onboarding
- Talent pool
- 3 team seats
- Accountant access
- Connect multiple bank accounts
- Unlimited subcontractors
- Unlimited project collaborators
User Satisfaction
Positive Social Media Mentions
12
Negative Social Media Mentions
0
We realize that when you make a decision to get a Accounting Software it’s crucial not only to find out how professionals rank it in their reviews, but also to check if the actual clients and enterprises that purchased these solutions are actually happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Bonsai reviews across a wide range of social media sites. The information is then displayed in an easy to digest way indicating how many clients had positive and negative experience with Bonsai. With that information at hand you should be equipped to make an informed buying choice that you won’t regret.
Technical details
Devices Supported
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Bonsai?
Bonsai integrates with the following:
-
QuickBooks
-
HubSpot
-
ClickUp
-
Zapier
-
Gmail
-
Google Calendar
-
Google Drive
-
Google Sheets
-
Trello
-
Slack
-
Calendly
-
Xero
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