The business software for Accounting Firms

Bonsai’s digital workspace helps you manage your time, projects and clients. Streamline your processes, delivery better projects, make your work easier.

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Introducing Bonsai

The business software for Accounting Firms

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Save hours running your business by using powerful tools to keep it organized.

Client CRM

Centralize every contact, conversation and document so your whole team always works with an up-to-date client record.

Agreements

Generate branded quotes in minutes, send for e-signature and automatically convert accepted offers into projects or invoices.

Estimates

Produce quick, itemized cost estimates for internal approval or client review, tying projected hours/rates to each task or deliverable.

Resourcing

See team capacity at a glance, balance workloads and allocate the right people to the right projects ahead of time.

Tasks

Break projects into tasks, assign owners, set due dates and monitor progress in real time to keep delivery on schedule.

Time tracking

One-click timers and daily/weekly timesheets capture billable hours accurately, feeding invoicing and utilization reports.

Reports

Set internal budgets, compare actuals vs. forecasts and surface profitability, utilisation and sales metrics in interactive dashboards.

Invoices

Generate branded invoices, automate reminders, accept online payments and record expenses to keep cash flow healthy.

Client portal

Give clients a secure hub to view proposals, invoices, project progress and shared files, reducing email back-and-forth and boosting transparency.

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620+ reviews

With Bonsai's project insights, I get a real-time view on our budget and business financials. It costs me a click, instead of a full-time job. I calculated saving $150,000 a year.

Wilian, Founder

Zabal - Reporting

Client Management for Accounting Firms

Manage leads in your Sales Pipeline

Capture, qualify and convert leads faster so you can spend less time chasing prospects and more time closing business with Bonsai's integrated Sales Pipeline, CRM and Agreement builder.

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Keep clients informed in your Client Portal

Give every client a professional, self-serve environment that keeps projects moving and boosts satisfaction with Bonsai's Client Portal.

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Automate client workflows

Eliminate repetitive admin work with workflow automations, keep data in sync and ensure nothing falls through the cracks as you grow.

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Project Management for Accounting Firms

Plan and manage your resources

Build realistic schedules, allocate people wisely and keep everyone on the same page from day one.

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Integrated task and time tracking

Capture every hour and action effortlessly so you always know who’s doing what—and for how long.

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Monitor project profitability

Track effort and spend in real-time to ensure every project stays on budget and remains profitable.

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Finance Management for Accounting Firms

Streamlined client billing

Issue professional invoices in seconds, automate recurring bills and accept payments without friction. Integrated with your key accounting tools like QuickBooks Online & Xero.

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