Bonsai

for growing your business with confidence.

✺ In Beta

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Bonsai offers everything users may need to manage your projects, from proposals, contracts, invoices to client CRM, forms and accounting and tax tools. Since all these features are available in a one single app, users can save time and money, and stay organized. Our products have deep integration and smart automation to save you time and make sure you get paid. Focus on your passion, not your paperwork!

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Bonsai

Features

☎️ CRM

📅 Scheduling & Time tracking

✍️ Proposals & Contracts

📝 Forms

🏛️ Banking

✅ Tasks & Collaboration

🗂️ File sharing

👋 Client portal

💸 Invoicing & Payments

🏦 Accounting & Tax

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About

Bonsai

Invoicing

Customize and send great looking invoices in seconds. Get paid faster with simple payment options for your clients and automatic reminders.

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Banking

Open your dedicated account and card for all business expenses. FDIC-insured up to $250,000.

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Accounting

Automatically track expenses and income. Estimate and set aside for taxes.

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Client CRM

Manage your client journey from just one place. From lead to payment.

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Doc templates

Send professional-looking proposals, contracts, forms, and invoices in seconds.

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White labelled

Stand out and impress with a fully custom and branded experience.

Bonsai

Integrations

Zapier

is automation that moves everyone forward.

Intuit Quickbooks

tools to help your business thrive.

Calendly

is a scheduling automation platform — and so much more.

Stripe

financial infrastructure for the internet.

Google Workspace

is how teams of all sizes connect, create and collaborate.

Slack

connects people to the information that they need.

ClickUp

is one app to replace them all.

Trello

manage your team’s projects from anywhere.

Xero

is accounting software for business but better.

HubSpot

is a CRM platform that’s both powerful and easy to use.

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