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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1,030+ Reviews
Introducing Bonsai
The business software for Accounting Firms
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.

See why our customers love Bonsai. Get started in 30 seconds.

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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
“Artifact is the kind of place where everyone wants to do their best work. There’s a real sense of momentum, and you always feel like what you’re doing actually matters.”
Candice Hall
Product Strategy Lead
“There’s a real focus on building great tech without unnecessary complexity. It’s all about making things simple and effective.”
Reed Price
Sales Manager
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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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See how

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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See how

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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See how
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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See how

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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See how

Monitor project profitability

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

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See how
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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See how

Real-time reports on business health

Track every dollar spent, compare it against budgets and keep profitability in check as projects evolve.

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See how

Forecast revenue and profitability

Turn real-time revenue and cost data into accurate short- and long-term forecasts, so you can plan growth with certainty.

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See how

Agencies and consultancies love Bonsai. Over 10,000 businesses rely on Bonsai to streamline their operations.

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1,020+ reviews
Design
Consutling
Marketing
Design
Marketing
Consulting
Videography
Software Development
Design
Consulting
Marketing
Design
Marketing
  
Consulting
  
Videography
  
Software Development
  

A platform built for everyone on the team

With tailored features for every role, Bonsai ensures smooth collaboration, efficient operations,
and simplified project management across the board.
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Leadership
Keep sales, staffing, projects, and financials in check—with real-time metrics that power faster, better decisions
Operations
Streamline reporting with live profitability, resourcing, and performance tracking—no spreadsheets, no report chasing
Project Managers
Keep every project on budget, on time, and fully resourced—with less manual tracking and more automations
Team Members
Make work enjoyable with one sleek, all-in-one workspace that’s fast, organized, and built for focus
Product Development
Human Resources
Finance & Sales
Customer Support
Product Development
Human Resources
Finance & Sales
Customer Support

Browse Accounting templates

Whether you need contracts, invoices, proposals, or briefs, Bonsai’s templates help you save time and stay organized.
Contracts
Accounting Services Agreement Template
Get template
Get template
Agreements
Free Bookkeeping Service Agreement Template
Get template
Get template
Agreements
Bookkeeping Engagement Letter Template
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Get template
Proposals
QuickBooks Proposal Template
Get template
Get template
Proposals
Free Simple Bookkeeping Proposal Template
Get template
Get template
Proposals
Free Accounting Services Proposal Template
Get template
Get template
Invoices
Free Bookkeeping Invoice Template
Get template
Get template
Invoices
Accountant Invoice Template
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
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More Accounting content

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