Average Ratings 0 Ratings
Average Ratings 4 Ratings
Description
Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use.
Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders.
In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library.
All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.
Description
Open Source ERP and CRM for business. One web suite to manage all aspects of your business.
* Only enable the features you need : No matter what your needs are (customer relationship or sales, human resource, logistic, stock and invoicing, accounting, manufacturing marketing, foundation management, surveys, ), you can set up the application to meet your needs.
* No more double entries in your Information System: Integration between features and modules is available "in-the box". Even without customization, users are ready to go immediately.
* Upgrade at any moment : New versions can be upgraded by design. You can upgrade to the latest version at any time, regardless of your current version. This allows you to keep all your data intact. Users always benefit from the latest features, innovations.
* An extensible and customizable application: This market place allows anyone to centralize hundreds of add-ons to improve the app.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Google Calendar
Yes
AI Agent Builder
Yes
Agicap
No
Calendly
Yes
ClickUp
Yes
FastWebHost
No
Gmail
Yes
Google Contacts
No
Google Sheets
Yes
HubSpot CRM
Yes
Integrations
Google Calendar
Yes
AI Agent Builder
No
Agicap
Yes
Calendly
No
ClickUp
No
FastWebHost
Yes
Gmail
No
Google Contacts
Yes
Google Sheets
No
HubSpot CRM
No
Pricing Details
$17 per month
Free Trial
Yes
Free Version
No
Pricing Details
$0
Open source and free to download and use software.
Some ready to use Cloud services are also available.
Some ready to use Cloud services are also available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Bonsai
Founded
2016
Country
United States
Website
www.hellobonsai.com/
Vendor Details
Company Name
Dolibarr
Founded
2003
Country
France
Website
www.dolibarr.org
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
Yes
Nonprofits
No
Payroll Management
No
Project Accounting
Yes
Purchase Orders
No
Tax Management
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
No
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
Yes
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Business Bank Accounts
Bank Wires
No
Bill Pay
No
Billing & Invoicing
Yes
Business Credit Cards
Yes
Checking Account
Yes
Checks
No
Expense Management
Yes
Instant Payouts
No
No Fee Payments
Yes
Rewards
No
Savings Account
No
Spend Management
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
No
Financial Management
Yes
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
Yes
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Expense Report
Approval Process Control
No
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
No
Spend Control
No
Time Tracking
Yes
Workflow Management
Yes
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
No
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
Yes
Templates
Yes
Version Control
No
Real Estate Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Commission Management
No
Contract Management
Yes
General Ledger
No
Mobile Access
No
Payroll
No
Property Development Management
No
Reporting / Analytics
Yes
Work Order Management
No
Task Management
Collaboration
Yes
Create Subtasks
No
Gamification
No
Gantt Charts
Yes
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
No
Tax Planning
Detailed Savings Calculations
Yes
Export Branded Proposal
Yes
Export Branded Tax Plan
Yes
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
Yes
Strategy & Scenario Comparison
No
Tax Return Diagnostics
Yes
Tax Return Scanning
No
Time Tracking
Automatic Time Capture
Yes
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
No
No-Code
Yes
Task Management
Yes
Third Party Integrations
No
Workflow Configuration
Yes
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
Yes
Order Management
Yes
Point of Sale (POS)
Yes
Project Management
Yes
Purchasing
Yes
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
Contract Management
Buy Side (Suppliers)
Yes
Completion Tracking
Yes
Compliance Tracking
Yes
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
HR Employee File Management
Access Controls
Yes
Centralized Employee Files
Yes
Dashboard
Yes
Email Notifications
Yes
Paper & Digital
No
Regulatory Compliance
No
Retention Settings
Yes
Search
Yes
Sharing Spaces
Yes
Signature
Yes