Bonsai Finance Management

Fresh

by Bonsai

Billing and financial reporting linked directly to project and time dataService businesses losing billable hours to disconnected invoicing tools and lacking project-level profitability insight

Invoicing, online payments, expense tracking, income tracking, budget forecasting, and accounting sync with QuickBooks and Xero.

Features

Client Portalpaid onlyTimesheet Lockingenterprise onlyTime Trackingall plansTask Managementall plansCRMall plansUnlimited Projectsall plansInvoices & Paymentspaid onlySchedulingpaid onlyForms & Questionnairespaid onlyDeals Pipelinepaid onlyExpense Markupenterprise onlyCustom Data Importenterprise onlyProposals & Contractspaid onlyQuickBooks Integrationpaid onlyZapier Integrationpaid onlyCalendly Integrationpaid onlyXero Integrationenterprise onlyCustom Permissionsenterprise onlyExpense & Income Trackingpaid onlyGantt Viewpaid onlyWorkload Managementpaid onlyProject Insights & Profit Reportspaid onlyCustom Fields & Propertiespaid onlyRemove Bonsai Brandingpaid only

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