Bonsai

Get real-time visibility into project budget and business financials

Create automated workflows to save time on repetitive tasks

Chrome extension for quick access and notifications

Provide clients with a portal to view projects and communicate

Communicate and assign tasks directly with clients

Manage leads and client relationships with deal tracking and automation

Remove Bonsai branding and customize client-facing materials

Add custom fields and properties to customize workflow

Define custom workflow statuses for tasks

Create custom forms and questionnaires for client data collection

Import data from other systems into Bonsai

Export data from Bonsai for analysis or backup

Native desktop application for MacOS

Automatically sync expenses from bank accounts

Manage financial records and bookkeeping tasks

Track and manage business expenses with automatic categorization

Get a high-level view of financial metrics

Track and categorize business income

Create and manage contracts and agreements

Mobile app for Android devices for on-the-go access

Mobile app for iOS devices for on-the-go access

Accept online payments and manage payment processing

Plan and manage team resources and workload allocation

View and manage team workload with capacity tracking

Track deals pipeline for sales management

Generate and send professional proposals

Access and manage a library of services for estimation

Schedule events and manage calendar availability

Set granular permissions and custom roles for team members

Cloud storage for documents and files

Track billable and non-billable time on projects and tasks

Lock timesheets to prevent further edits

Manage and submit timesheets with reminders and locking