Services

Your onboarding journey

Comprehensive onboarding tailored to your business

Our dedicated onboarding specialists ensure you're maximizing Bonsai's potential from day one through a structured, step-by-step onboarding journey that's fully customized to your needs.

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Day 0

Kick-off call

30-min strategic session with your dedicated onboarding specialist to align on goals, timeline & success metrics. You’ll leave with a personalized onboarding plan and clear next steps.

Day 5

Data import

Secure migration of clients, projects & historical data handled by our in-house data engineers. Your Bonsai workspace is populated with clean, reliable data you can trust.

Day 10

Account set-up

Tailored 1-on-1 walkthroughs for admins & team leads to ensure workflows, permissions and integrations are fully configured. We also document your settings so future hires ramp faster.

Day 15

Training sessions

Live, role-based training for your whole team, supported by recordings to reinforce learning. We stick around during go-live week to answer “how-do-I” questions in real time.

Days 15+

Continuous success

Post-launch check-ins to ensure smooth operations after go-live and answer team questions. We proactively listen to your feature requests and share product news in weekly release notes and monthly newsletters.

Michelle Tennens, Founder & CEO

The team didn't just onboard us, but has stayed in touch. No feedback ever seems like too much trouble. It really is a complete breath of fresh air.

10,000+

Service firms trust Bonsai

Easy from day 1 — no learning curve required

Simple & intuitive interface – onboard team members in minutes, not days.

Access to on-demand video training library – bite-sized lessons about the platform.

Self-serve Help Center – searchable guides, FAQs & best-practice playbooks.

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Access to premium support

Get first-in-line access to our dedicated support team
for all your questions.

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The Bonsai team are fantastic. Every time I reach out they respond quickly and with a clear explanation. They're super friendly and helpful.

Dave C

Reach out to our team in seconds via the in-app chat or email. They'll get back to you within an hour.

90% customer-satisfaction score. No AI dead ends, you'll always talk to a real person.

Get a direct line to the product team to share feedback, feature requests and see the roadmap.

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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.

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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.

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