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Run Your Total Enterprise from One App

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Bonsai

bonsai logobonsai logo

Product Title: Bonsai

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

Abstract

Bonsai is a enterprise administration device 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 possibly can ship contracts and invoices to purchasers for e-signature or cost and handle your bookkeeping and funds proper inside Bonsai. 

Professionals

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

Cons

  • Activity administration options will not be as strong as some rivals
  • Additional price so as to add group members or use the tax planner
  • Further 1% payment for PayPal funds
  • Restricted functionality for giant 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 embrace the flexibility to create clean-looking templates, collect pertinent shopper data, 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 straight by 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 monthly 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 desires to consolidate enterprise duties beneath one umbrella. The software program might 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 purchasers or prospects. You possibly can simply monitor buyer funds and unpaid invoices. 

Nevertheless, it will not be the most suitable choice for project workflows with a number of shifting items and group members. Collaboration instruments like Asana or Trello are higher fitted to assigning sub-tasks, whereas Bonsai is healthier for establishing a due date, sharing minimal paperwork, and monitoring cost upon venture completion.

Bonsai Alternate options

Desk of Contents
  1. At A Look
  2. Who Ought to Use Bonsai?
  3. Bonsai Alternate options
  4. What Is Bonsai?
  5. Bonsai Options
    1. Quotes and Proposals
    2. Contracts
    3. Types and Surveys
    4. Shopper Relationship Administration (CRM)
    5. Add Crew Members
    6. Activity 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 purchasers, tasks, and accounting. Bonsai launched in 2015 and makes a speciality of CRM, invoicing, bookkeeping, and enterprise banking.

screenshot of bonsai homepagescreenshot of bonsai homepage

Listed below are a few of the particular duties you may incorporate:

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

Particularly, you may rapidly entry industry-specific premade templates to draft proposals, contracts, and shopper consumption types. 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 purchasers and collect very important data from prospects, you may simply bill and gather funds by PayPal or Stripe. The platform additionally presents an FDIC-insured enterprise checking account to watch your transactions simply.

Bonsai Options

Here’s a nearer have a look at a few of Bonsai’s Most worthy venture 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
  • Images
  • Writing

These proposals are much like free downloadable templates you discover elsewhere on-line. Nevertheless, Bonsai makes it straightforward 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 very good match. Moreover, you may create a number of packages and the shopper can provoke cost from the digital doc.

Contracts

You possibly can construct customized contracts inside a couple of minutes for a lot of niches and gather a partial cost with the shopper’s consent. Some examples embrace non-disclosure agreements, letters of intent, and grasp companies agreements. Clean contracts are additionally prepared while you wish to create one by hand by including or eradicating sections as essential.

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

Keep in mind these contracts will not be state-specific, and you could want so as to add further modifications on your explicit scenario. 

Types and Surveys

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

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

You possibly can electronic mail or print the types that you just 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 venture histories for purchasers and leads. You can even automate duties, together with welcome emails, consumption types, and routine correspondence, by creating guidelines within the dashboard. Mid-tier and upper-tier subscribers could make a branded shopper dashboard to offer an expert environment.

Add Crew Members

You possibly can add group members to your Bonsai account for $10 monthly or $100 per 12 months.

You possibly can assign 4 roles to a group member: Proprietor, associate, venture supervisor, and collaborator.

Homeowners have entry to each a part of Bonsai, whereas companions have entry to all the pieces besides banking. Mission managers can entry all shopper and venture data however not any monetary or income information. Lastly, collaborators solely have entry to particular tasks and would not have entry to any shopper or monetary data.

Activity Supervisor

Bonsai’s on-line job administration device enables you to create a number of duties inside a venture. With every job card, you may add subtasks, notes, and recordsdata you or your collaborators can entry. 

This device is useful however might not embrace as many workflow capabilities as different, extra specialised platforms, akin to Asana or Trello. Nevertheless, it could actually present a high-level overview and ought to be ample for groups with only some collaborators. 

Ship Invoices and Handle Funds

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

Among the bill customization instruments embrace:

  • 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 embrace financial institution switch, bank card, and PayPal, and you may select to have the purchasers pay the cost processing charges. For those who desire money, wire switch, or verify transactions, offline funds are additionally potential by including directions within the “Different” part.

Prospects in the US, 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. prospects.

The charges charged by Bonsai are aggressive and much 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 an extra 1% platform payment.

Enterprise Banking Account

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

Bonsai Banking homepage
Bonsai Banking homepage

Banking advantages embrace limitless digital envelopes to price range for your small business bills. You can even add automation guidelines to routinely cut up deposits into the assigned envelopes.

You possibly can 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 choice for freelancers because it integrates with the complete Bonsai platform. 

Time Tracker

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

You possibly can simply begin or cease the stopwatch timer and use the dropdown menu to invoice the suitable shopper. The app enables you to enter time manually as properly.

Scheduling

The built-in scheduling device lets prospects schedule conferences based mostly on the supply in your digital calendar. This removes the necessity for a third-party calendar app, and it really works together with your types and shopper dashboard for a seamless expertise. 

Bookkeeping

You possibly can 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 may share account entry by a complimentary hyperlink.

With account syncing, you may as well generate revenue and loss statements, make budgets, and set planning objectives. Including the Tax characteristic ($10/month) is required if you’d 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 possibly can create a free Bonsai account to check the options with a pattern venture 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 purchasers.

You possibly can 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 offer your bank card quantity till the 7-day free trial interval ends.

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

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

Right here’s a better have a look at what you get with every plan.

Starter

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

Bonsai’s entry-level plan is great for freelancers who need assistance with administrative duties and wish to handle all the pieces from a single platform. The opposite plans are higher if it’s essential to combine with different enterprise software program or handle subcontractors.

Key options embrace:

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

The 2 larger plans embrace all of those core options and extra.

Skilled

Value: $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 consists of 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 prospects know they’re partaking together with your firm.   

Enterprise

Value: $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 possibly can add limitless subcontractors to your profile.

Get Began with Bonsai

Bonsai vs. Zoho

Zoho offers in depth CRM, gross sales, and advertising instruments that may accommodate giant enterprises. In truth, 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.

Nevertheless, that price is per consumer, so its straightforward to see how costly Zoho can get if in case you have quite a lot of customers. Zoho is price a glance if in case you have a big enterprise or group, but it surely is perhaps overkill for solopreneurs and freelancers.

Get Began with Zoho

Bonsai vs. HoneyBook

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

Pricing ranges from $8 to $33 monthly when paid yearly, however you will need to select the $33 Premium plan so as to add greater than two customers. Like Bonsai, HoneyBook presents a 7-day free trial.

Get Began with HoneyBook

Bonsai vs. QuickBooks

Think about QuickBooks when you’re in search of strong accounting software program and produce other venues to handle purchasers and venture particulars. Its highly effective invoicing and bookkeeping software program, together with its elective payroll companies, is constructed to accommodate small and medium-sized companies with ease.

You possibly can select between a cloud-based or desktop platform to create invoices, monitor gross sales and bills, and create and run studies. You possibly can even monitor your mileage routinely, and Quickbooks presents multi-currency help when you do enterprise exterior of the U.S. Pricing ranges from $7.20 to $42 monthly when you pay yearly.

Get Began with Quickbooks

FAQs

What’s Bonsai software program used for?

You should use Bonsai to realize fundamental or superior data from purchasers and leads, plus ship contracts and proposals. There are additionally in-depth options to handle tasks, ship invoices, and gather 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 assorted invoicing, doc templates, and CRM instruments to conduct enterprise with purchasers and leads. The free account enables you to full fundamental companies with a pattern shopper to determine 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. Stay chat help could also be obtainable throughout common enterprise hours. Sending an electronic mail is accessible 24/7.  

Get Began with Bonsai

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