Unified client management Store every lead, client and vendor—then organise them with color-coded tags, custom fields and quick filters.
Sales pipeline Visualize your sales process from lead to close with customizable pipeline stages.
Automations Create custom automated workflows that trigger actions like sending welcome messages, document reminders, and more.
Documents Send contracts, proposals, invoices, and agreements pre-filled with the client’s data and without switching to separate tools or platforms.
Client portal Give clients secure access to their projects, invoices, agreements, and communications through a branded portal experience.
Integrated projects Seamlessly link CRM contacts to active projects, allowing you to track client work progress without switching between platforms
Bill clients, get paid, and sync—Bonsai's QuickBooks Online integration puts your accounting on autopilot.
Less time on bookkeeping
With Bonsai's QuickBooks Online integration, your invoices automatically sync between platforms the moment they're sent or paid. No more double data entry, no more missed invoices, and no more time wasted on admin.
Every invoice syncs with complete fidelity, ensuring your QuickBooks reports reflect exactly what you invoiced in Bonsai - down to the last detail from taxes to specific service line items.
With both platforms working from the same data source, your financial reporting stays reliable whether you're viewing it in Bonsai or QuickBooks Online.
Select how you want invoices to sync—automatically push paid or sent invoices from Bonsai to QuickBooks, and sync payment status back from QuickBooks to Bonsai.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution. Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan.
Bonsai is not a law or accounting firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.
Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
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