Run Your Complete Enterprise from One App


Bonsai

bonsai logo

Product Identify: Bonsai

Product Description: Bonsai is a enterprise administration instrument that helps freelancers and small enterprise house owners run their enterprise.

Abstract

Bonsai is a enterprise administration instrument that enables freelancers and small enterprise house owners to handle all their enterprise duties in a single place, from shopper administration to accepting funds. You may ship contracts and invoices to shoppers for e-signature or cost and handle your bookkeeping and funds proper inside Bonsai. 

Professionals

  • Contains a number of useful shopper and undertaking administration instruments
  • Customizable contract, consumption kind, and proposal templates
  • In-depth invoicing and cost instruments
  • Budgeting and tax planning options
  • 7-Day free trial

Cons

  • Job administration options should not as sturdy as some opponents
  • Further price so as to add group members or use the tax planner
  • Further 1% price for PayPal funds
  • Restricted functionality for large companies
  • No free plan

Bonsai is a formidable all-in-one enterprise administration firm for freelancers, businesses, and small companies needing assist with administrative duties. Standout options embody the flexibility to create clean-looking templates, collect pertinent shopper info, ship invoices, and categorize bills at a aggressive worth. We additionally like the truth that you may open an built-in banking account with sub-accounts instantly via Bonsai.

They provide a 7-day risk-free trial to see if Bonsai is true for your small business.

At A Look

  • Buyer Relationship Administration portal
  • Construct and ship proposals and contracts for e-signature
  • Create and handle invoices
  • Handle funds
  • Free FDIC-insured checking account with sub-accounts
  • Pricing is $252 to $792 if paid yearly
  • Add group members for $10 per thirty days or $100 per 12 months
  • 7-Day free trial

Get Began with Bonsai

Who Ought to Use Bonsai?

Bonsai is right for anybody with a contract enterprise or small group that wishes to consolidate enterprise duties beneath one umbrella. The software program may also help automate a number of duties, saving time and probably decreasing the variety of enterprise software program subscriptions you want.

Bonsai excels at serving to companies handle assignments and talk with shoppers or prospects. You may simply monitor buyer funds and unpaid invoices. 

Nonetheless, it might not be the most suitable choice for task workflows with a number of transferring items and group members. Collaboration instruments like Asana or Trello are higher suited to assigning sub-tasks, whereas Bonsai is best for establishing a due date, sharing minimal paperwork, and monitoring cost upon undertaking completion.

Bonsai Options

Desk of Contents
  1. At A Look
  2. Who Ought to Use Bonsai?
  3. Bonsai Options
  4. What Is Bonsai?
  5. Bonsai Options
    1. Quotes and Proposals
    2. Contracts
    3. Kinds and Surveys
    4. Shopper Relationship Administration (CRM)
    5. Add Group Members
    6. Job Supervisor
    7. Ship Invoices and Handle Funds
    8. Enterprise Banking Account
    9. Time Tracker
    10. Scheduling
    11. Bookkeeping
  6. Bonsai Plans & Pricing
    1. Starter
    2. Skilled
    3. Enterprise
  7. Bonsai vs. Zoho
  8. Bonsai vs. HoneyBook
  9. Bonsai vs. QuickBooks
  10. FAQs

What Is Bonsai?

Bonsai is a enterprise administration service with many options to assist freelancers and small companies handle shoppers, tasks, and accounting. Bonsai launched in 2015 and makes a speciality of CRM, invoicing, bookkeeping, and enterprise banking.

screenshot of bonsai homepage

Listed here are among the particular duties you may incorporate:

  • Banking
  • Contracts and proposals
  • Ship paperwork for e-signature
  • Buyer consumption varieties and questionnaires
  • Doc sharing
  • Invoices
  • Funds
  • Scheduling
  • Taxes
  • Time monitoring

Particularly, you may shortly entry industry-specific premade templates to draft proposals, contracts, and shopper consumption varieties. It can save you money and time by utilizing expertly-produced paperwork to speak clearly and enhance buyer engagement.

Along with having extra sources to pitch shoppers and collect very important info from clients, you may simply bill and accumulate funds via PayPal or Stripe. The platform additionally provides an FDIC-insured enterprise checking account to observe your transactions simply.

Bonsai Options

Here’s a nearer take a look at a few of Bonsai’s most useful undertaking and shopper administration instruments.

Quotes and Proposals

There are over 160 premade templates to draft proposals for nearly any {industry}, together with the next:

  • Accounting and Finance
  • Structure
  • Magnificence
  • Teaching
  • Development
  • Consulting
  • Dentistry
  • Authorized
  • Pictures
  • Writing

These proposals are just like free downloadable templates you discover elsewhere on-line. Nonetheless, Bonsai makes it simple to switch these paperwork and add extra element as required.  

There’s an choice to create a clean proposal when a template isn’t a superb match. Moreover, you may create a number of packages and the shopper can provoke cost from the digital doc.

Contracts

You may construct customized contracts inside a couple of minutes for a lot of niches and accumulate a partial cost with the shopper’s consent. Some examples embody non-disclosure agreements, letters of intent, and grasp companies agreements. Clean contracts are additionally prepared once you need to create one by hand by including or eradicating sections as obligatory.

The enhancing course of highlights the fields you may regulate earlier than emailing the client to signal electronically. Attorneys have helped draft these templates. Over time, different contractors have requested modifications to make the doc extra complete. 

Keep in mind these contracts should not state-specific, and you could want so as to add extra modifications on your specific state of affairs. 

Kinds and Surveys

After procuring a buyer, you may ship out premade varieties and surveys to collect onboarding info and post-project suggestions.

As an example, a medical workplace can generate one of many kind templates to study extra a couple of affected person’s related historical past, present wants, and expectations. Moreover, there are a number of consumption varieties you need to use to collect a buyer’s contact info and ask preliminary questions so that you don’t neglect to acquire the vital particulars.

You may e-mail or print the varieties that you simply create, and you may as well combine them into your web site.

Shopper Relationship Administration (CRM)

Bonsai’s CRM software program can retailer pertinent contact particulars and undertaking histories for shoppers and leads. You may also automate duties, together with welcome emails, consumption varieties, and routine correspondence, by creating guidelines within the dashboard. Mid-tier and upper-tier subscribers could make a branded shopper dashboard to supply knowledgeable ambiance.

Add Group Members

You may add group members to your Bonsai account for $10 per thirty days or $100 per 12 months.

You may assign 4 roles to a group member: Proprietor, companion, undertaking supervisor, and collaborator.

Homeowners have entry to each a part of Bonsai, whereas companions have entry to every little thing besides banking. Challenge managers can entry all shopper and undertaking info however not any monetary or income knowledge. Lastly, collaborators solely have entry to particular tasks and wouldn’t have entry to any shopper or monetary info.

Job Supervisor

Bonsai’s on-line job administration instrument permits you to create a number of duties inside a undertaking. With every job card, you may add subtasks, notes, and information you or your collaborators can entry. 

This instrument is useful however could not embody as many workflow capabilities as different, extra specialised platforms, reminiscent of Asana or Trello. Nonetheless, it may present a high-level overview and needs to be enough for groups with only some collaborators. 

Ship Invoices and Handle Funds

The Bonsai bill maker permits you to create itemized invoices inside minutes. They are often despatched on a one-time or recurring foundation. 

A few of the bill customization instruments embody:

  • Including your tax ID or VAT quantity
  • Select prefilled merchandise descriptions
  • Together with reductions, bills, and tax after the subtotal
  • Sync with a time log
  • Add an organization brand

Buyer cost strategies embody financial institution switch, bank card, and PayPal, and you’ll select to have the purchasers pay the cost processing charges. When you desire money, wire switch, or verify transactions, offline funds are additionally potential by including directions within the “Different” part.

Clients in the USA, United Kingdom, Canada, and Australia can use the in-house Bonsai Funds platform to gather cost for paid invoices and contract down funds. Bonsai Funds is the default for U.S. clients.

The charges charged by Bonsai are aggressive and just like what you’ll pay with different cost processors. For many bank cards, you’ll pay 2.9% plus $0.30. Amex is 3.25% + $0.30. ACH transfers are 1%.

You even have the choice to make use of PayPal or Stripe as your cost processor. Observe that these funds incur a further 1% platform price.

Enterprise Banking Account

Bonsai customers can open a free enterprise checking account via the platform with out account minimums or hidden charges. This account offers as much as $250,000 in FDIC insurance coverage via Evolve Financial institution & Belief (FDIC Cert# 1299).

Bonsai Banking homepage

Banking advantages embody limitless digital envelopes to funds for your small business bills. You may also add automation guidelines to routinely break up deposits into the assigned envelopes.

You may categorize transactions and notate tax-deductible spending, and Bonsai offers complimentary bodily and digital Visa debit playing cards.

Sole proprietors, LLCs, and companies can open an account with an EIN and different supporting paperwork. This is a superb checking account possibility for freelancers because it integrates with the total Bonsai platform. 

Time Tracker

Bonsai has a built-in time tracker that permits you to handle hourly tasks. You may monitor time by subtask and embody your hourly fee and notes. These further tidbits make it simpler to draft an bill and let the client see pertinent particulars. 

You may simply begin or cease the stopwatch timer and use the dropdown menu to invoice the suitable shopper. The app permits you to enter time manually as effectively.

Scheduling

The built-in scheduling instrument lets clients schedule conferences primarily based on the provision in your digital calendar. This removes the necessity for a third-party calendar app, and it really works together with your varieties and shopper dashboard for a seamless expertise. 

Bookkeeping

You may hyperlink an exterior enterprise banking account to trace and categorize transactions routinely. Bonsai’s platform securely hyperlinks to over 5,000 monetary establishments utilizing Plaid, and you’ll share account entry via a complimentary hyperlink.

With account syncing, you may as well generate revenue and loss statements, make budgets, and set planning targets. Including the Tax function ($10/month) is required if you would like Bonsai to determine tax deductions and make your year-end tax prep course of simpler. 

Get Began with Bonsai

Bonsai Plans & Pricing

Bonsai has three completely different plan choices. You may create a free Bonsai account to check the options with a pattern undertaking and get a really feel for the platform’s capabilities. After selecting a plan, you’ll obtain a seven-day free trial and use the options with precise tasks and shoppers.

You may pay month-to-month or yearly:

  • Starter: $25 month-to-month or $252 paid yearly
  • Skilled: $39 month-to-month or $384 paid yearly
  • Enterprise: $79 month-to-month or $792 paid yearly

You don’t want to supply your bank card quantity till the 7-day free trial interval ends.

Bonsai has two non-obligatory add-ons for many who need the added performance. Every add-on function prices $10 month-to-month:

  • Group Seat: Invite others to collaborate on tasks, monitor time, and handle shoppers
  • Bonsai Tax: Observe bills, enterprise tax deductions, and estimate your earnings taxes

Right here’s a more in-depth take a look at what you get with every plan.

Starter

Price: $25 month-to-month or $252 yearly

Bonsai’s entry-level plan is great for freelancers who need assistance with administrative duties and need to handle every little thing from a single platform. The opposite plans are higher if you’ll want to combine with different enterprise software program or handle subcontractors.

Key options embody:

  • Entry to all templates, varieties, and questionnaires
  • Proposals and contracts
  • Invoicing and funds
  • Time monitoring
  • Expense monitoring
  • Shopper CRM and scheduling
  • Limitless tasks and shoppers

The 2 increased plans embody all of those core options and extra.

Skilled

Price: $39 month-to-month or $384 yearly

Along with the core options provided within the Starter plan, Bonsai’s mid-tier plan integrates with Calendly, QuickBooks, and Zapier. It additionally contains extra workflow automations and limitless scheduling occasions.  

This tier additionally offers a extra skilled look by eradicating the Bonsai logos from invoices and different correspondence. You additionally unlock a branded shopper portal that distinctly lets clients know they’re partaking together with your firm.   

Enterprise

Price: $79 month-to-month or $792 yearly

Bonsai’s premium Enterprise tier is designed for enterprise house owners who work with subcontractors – an company, for instance. It provides subcontractor hiring agreements (1099s), an onboarding portal, and ongoing subcontractor administration instruments. You may add limitless subcontractors to your profile.

Get Began with Bonsai

Bonsai vs. Zoho

Zoho offers in depth CRM, gross sales, and advertising and marketing instruments that may accommodate massive enterprises. Actually, Zoho claims that 90% of Fortune 500 firms are utilizing its software program. The month-to-month plans vary from $14 to $52/month, paid yearly.

Nonetheless, that price is per consumer, so its simple to see how costly Zoho can get when you’ve got various customers. Zoho is price a glance when you’ve got a big enterprise or group, but it surely is likely to be overkill for solopreneurs and freelancers.

Get Began with Zoho

Bonsai vs. HoneyBook

HoneyBook offers contract templates, invoices, and cost choices at an reasonably priced price. It’s essentially the most comparable Bonsai various with limitless shoppers and tasks that may be managed on-line and thru time monitoring and scheduling instruments. 

Pricing ranges from $8 to $33 per thirty days when paid yearly, however you should select the $33 Premium plan so as to add greater than two customers. Like Bonsai, HoneyBook provides a 7-day free trial.

Get Began with HoneyBook

Bonsai vs. QuickBooks

Take into account QuickBooks if you happen to’re in search of sturdy accounting software program and produce other venues to handle shoppers and undertaking particulars. Its highly effective invoicing and bookkeeping software program, together with its non-obligatory payroll companies, is constructed to accommodate small and medium-sized companies with ease.

You may select between a cloud-based or desktop platform to create invoices, monitor gross sales and bills, and create and run studies. You may even monitor your mileage routinely, and Quickbooks provides multi-currency assist if you happen to do enterprise outdoors of the U.S. Pricing ranges from $7.20 to $42 per thirty days if you happen to pay yearly.

Get Began with Quickbooks

FAQs

What’s Bonsai software program used for?

You should utilize Bonsai to achieve primary or superior info from shoppers and leads, plus ship contracts and proposals. There are additionally in-depth options to handle tasks, ship invoices, and accumulate funds. It additionally integrates with financial institution accounts to trace funds and tag tax-deductible bills.

Is Bonsai free to make use of?

A paid subscription is critical to make use of the varied invoicing, doc templates, and CRM instruments to conduct enterprise with shoppers and leads. The free account permits you to full primary companies with a pattern shopper to resolve if the Bonsai enterprise administration software program makes your admin duties simpler. 

What are the Bonsai customer support choices?

Paid subscribers can use the automated chatbot and on-line library to search out options to basic issues. Dwell chat assist could also be out there throughout common enterprise hours. Sending an e-mail is obtainable 24/7.  

Get Began with Bonsai

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Read More

Recent