The business software for accounting professionals

Whether you're an accountant, bookkeeper or CPA, Bonsai saves you time on admin. Win clients, get paid, and track your finances in one place.

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Run your accounting business on autopilot


Set up recurring invoices, track hours, and get paid fast.


Save time by putting together a seamless client onboarding.

Client portal

Keep records of communications, important docs, tasks in one place.


Secure your work, scope, and terms with ready-made engagement letters.

Client CRM

Store and organize client information and communicaton.


Clients choose your services according to your availabilities.

I have tried apps like Bonsai for my business but none stack up from the CRM to the invoicing. Between the cost and the features, it can't be beat. The customer service is outstanding as well.

I would 100% recommend Bonsai!

Kimberly, CPA
Trusted by thousands of agencies and consulting firms
4.8/5 on Capterra
4.8/5 on G2
Successful agencies, consulting and professional services firms rely on Bonsai every day to run their business.

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

Frequently Asked Questions

Questions about this industry.

Can I keep track of all of the hours I've worked with Bonsai?

Bonsai's Accounting Hub keeps you organized and our time tracking tools help ensure that you account for every single billable hour during tax season and the entire rest of the year.

Can I share docs back and forth with clients?

Absolutely. Bonsai client portal makes it easy to give you a safe and secure private space to share your files back and forth with each of your clients individually.