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
Because companies have their own business-related wants, it is practical that they avoid going for a one-size-fits-all, “perfect” solution. Needless to say, it would be almost impossible to come across such an app even among well-known software products. The sensible step to undertake should be to list the different important aspects which require careful thought such as critical features, pricing, technical skill ability of staff members, organizational size, etc. Next, you should double down on your product research exhaustively. Go over some Bonsai review articles and look over each of the software systems in your list in detail. Such all-encompassing research ensures you weed out unfit applications and pay for the system which includes all the aspects 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
Every enterprise is different, and may require a specific Accounting Software solution that will be adjusted to their business size, type of clients and staff and even specific niche they deal with. We advise you don't count on locating a perfect solution that will be suitable for every company no matter what their history is. It may be a good idea to read a few Bonsai Accounting Software reviews first and even then you should remember what the service is supposed to do for your business and your employees. Do you require an easy and straightforward solution with only basic functions? Will you really use the advanced functionalities needed by pros and large enterprises? Are there any particular features that are especially useful for the industry you work in? If you ask yourself these questions it is going to be much easier to get a trustworthy software that will match your budget.
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 know that when you decide to purchase a Accounting Software it’s crucial not only to learn how professionals rank it in their reviews, but also to discover if the actual people and companies that bought these solutions are genuinely happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Bonsai reviews across a vast array of social media sites. The information is then featured in a simple to understand format revealing how many clients had positive and negative experience with Bonsai. With that information at hand you will be ready 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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