Bonsai Features
Expense Reports (7)
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Can easily pull in receipts from all credit card statements
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (4)
Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software.
Itinerary Management
Creates travel itineraries based on booking
Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.
Advanced Integrations
Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Time Tracking (3)
Ease of Completing Timesheets
As reported in 14 Bonsai reviews. Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects 15 reviewers of Bonsai have provided feedback on this feature.
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. This feature was mentioned in 14 Bonsai reviews.
Client Invoicing (3)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. This feature was mentioned in 13 Bonsai reviews.
Electronic Payments
As reported in 14 Bonsai reviews. Accepts electronic payments from clients
Project Accounting / Revenue Recognition
As reported in 13 Bonsai reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (3)
Receipt Capture
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Allows users to track mileage from mobile device using maps or GPS.
Travel Itinerary and Flight Status Updates
Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes
Mobile Time Tracking (1)
Time Tracking
As reported in 14 Bonsai reviews. Allows users to track and enter time spent on project tasks from mobile device.
Administration (12)
Business Tool Integration
Based on 10 Bonsai reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer This feature was mentioned in 13 Bonsai reviews.
Automated Reminders
As reported in 13 Bonsai reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies 10 reviewers of Bonsai have provided feedback on this feature.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Complies with PCI security standards
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Permissions
Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance.
Remote Work
Allow users to use the system online and on mobile devices.
Platform (19)
Reporting
Based on 10 Bonsai reviews. Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 10 Bonsai reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
As reported in 10 Bonsai reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Embedded AI / Machine Learning
Offers embedded AI/machine learning
Complex Approval Workflow
Provides workflow for complex approval structures
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
Ability to create and access tasks, transactions and reports while not connected to internet.
General Ledger (3)
Journal Entries
Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
The system automates the dunning process to help drive collections
Accounts Payable (3)
AP Automation
Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Other Functionality (8)
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Automated time and expense capture, tracking, approval, reimbursement and reporting
Reporting & Analytics (4)
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration (13)
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Accounting
Based on 21 Bonsai reviews. Provide integration with accounting and financial management software
Payments
As reported in 23 Bonsai reviews. Integrate with payment gateways and enterprise payments software
ERP
Based on 17 Bonsai reviews. Deliver integrations with accounting modules of ERP systems
Account Sync
As reported in 18 Bonsai reviews. Sync with company accounts to transfer payments for approved invoices
Front Office
Integrate with CRM, marketing, or customer service software.
Back Office
Provide integration with accounting software and ERP systems.
External data
Connect to external data sources such as databases or BI software.
Accounting
Provide integration with accounting and financial management software 17 reviewers of Bonsai have provided feedback on this feature.
Payments
Integrates with other payments software 18 reviewers of Bonsai have provided feedback on this feature.
ERP
Based on 13 Bonsai reviews. Deliver integrations with accounting modules of ERP systems
Tasks (11)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Tasks
Allows users to create, modify, and delete tasks
Details
Helps users capture all relevant details required to perform tasks
Priority
Assigns priorities to tasks and allows admin to change priorities
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (6)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Definition
Identify human and material resources and assign them to projects and portfolios.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Document Creation (6)
Customizability: Variables and Fields
Based on 23 Bonsai reviews. Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 23 Bonsai reviews.
Rich Media
As reported in 21 Bonsai reviews. How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device. This feature was mentioned in 22 Bonsai reviews.
PDF Creation
As reported in 20 Bonsai reviews. Create attractive PDF versions of proposals.
Custom Branding
As reported in 24 Bonsai reviews. Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal. 21 reviewers of Bonsai have provided feedback on this feature.
Collaborative Creation
Based on 21 Bonsai reviews. Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval. 20 reviewers of Bonsai have provided feedback on this feature.
Analytics (10)
Engagement Tracking
Based on 20 Bonsai reviews. Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
As reported in 21 Bonsai reviews. Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance. 24 reviewers of Bonsai have provided feedback on this feature.
Due Dates
Track invoices based on due dates to identify overdue payments This feature was mentioned in 24 Bonsai reviews.
Cashflow
Analyze variations between incoming and outgoing cash 22 reviewers of Bonsai have provided feedback on this feature.
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments This feature was mentioned in 18 Bonsai reviews.
Payment Tracking
As reported in 24 Bonsai reviews. Track different types of payment such as deposits or partial payments
Forecasting
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Include business and financial KPIs that are specific to project and portfolio management .
Administration and Platform (6)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 22 Bonsai reviews.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions. 23 reviewers of Bonsai have provided feedback on this feature.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients. This feature was mentioned in 22 Bonsai reviews.
E-Signature Integration
Based on 22 Bonsai reviews. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
As reported in 13 Bonsai reviews. Push and pull data from quote applications to build proposals.
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 16 Bonsai reviews.
Contract Management Platform Features (10)
Contract Creation
Users can create new contracts within the platform using built-in document creation features. 37 reviewers of Bonsai have provided feedback on this feature.
Contract Templates
As reported in 37 Bonsai reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
As reported in 37 Bonsai reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
As reported in 32 Bonsai reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Based on 32 Bonsai reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. 32 reviewers of Bonsai have provided feedback on this feature.
Notifications & Reminders
Based on 30 Bonsai reviews. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities. This feature was mentioned in 30 Bonsai reviews.
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. This feature was mentioned in 25 Bonsai reviews.
Reporting & Dashboards
As reported in 31 Bonsai reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Portfolio Management (8)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Project Management (11)
Dependencies
Manage dependencies between projects from one or multiple portfolios.
Priorities
Assign priorities for projects that are part of portfolios.
Lean Management
Include lean project management features and best practices.
Project Planning
Generate plans that define tha main activities and resources needed for a project
Project Tracking
Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Task Management
Include features to create, assign, and manage tasks.
Planning
Deliver project plans that can be customized by users.
Visibility
Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources.
Visualizations
Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level.
Cost Tracking (3)
Identification
Capture costs at different stages of the project
Allocation
Allocate costs to resources, tasks, or projects
Standard Costs
Define standard costs for resources and activities
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Invoice Generation (3)
Templates
Provide standard invoice templates that can be customized by users This feature was mentioned in 24 Bonsai reviews.
Digital Invoices
As reported in 25 Bonsai reviews. Ability to convert invoices to digital formats such as PDF
Recurring Invoices
As reported in 24 Bonsai reviews. Automatically generates invoices at pre-defined time intervals
Invoice Processing (4)
Approvals
Include workflows for approvals of invoices or payments 23 reviewers of Bonsai have provided feedback on this feature.
Batch Processing
As reported in 18 Bonsai reviews. Process multiple invoices without human intervention
Consolidation
As reported in 21 Bonsai reviews. Allow users to consolidate multiple invoices into one
Match Invoices
Based on 18 Bonsai reviews. Match invoices with purchases and sales orders, as well as with payments
Planning (6)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Workflow
Define the stages of a workflow and assign tasks to each stage
Backlog
Tasks can be moved to a backlog based on priority and other criteria
Optimization
Ability to improve workflows and processes by analyzing the flow of tasks
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Kanban Boards (3)
Kanban Cards
Provide standard Kanban cards for various types of tasks that can be modified by users
Drag and Drop
Allows users to drag and drop cards to rearrange them in a board
Visibility
Boards provide visibility accross all projects, tasks, and users
Cash Flow (3)
Track Cash Flow
Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Allows users to allocate revenues to various business entities or departments
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Customer Management (4)
Customer Profiles
Maintains a central repository of customer information and communications.
Sales
Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Accounting (5)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Enables accountants and project managers to track and manage budgets.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company.
Customization
Allow administrators to configure workflows and processes.
Data repository
Deliver a single data repository for all project information.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
Dependencies
Define dependencies between tasks and the rules to manage them.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
Support multiple channels for internal and external communications.
Document Management
Allow users to share and collaborate on documents and files.
Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks.
Profitability
Monitor project proftability by team or department.
Communication (5)
Chat
Provide live chat tools for instant messaging
Discussions
Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions
Feedback
Provide functionality to create and manage polls and surveys
Announcements
Manage news and announcements by company or department
Content & Documents (4)
File Sharing
Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users
Search
Help users find documents and other types of content
Versioning
Keep track of document versions and related changes
Controls (5)
Custom Views
Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them
User Management
Define and manage users access to documents and collaboration features
Calendars
Manage private and shared calendars and associated events
Public Sharing
Make project views available for the public.
Remote Collaboration (4)
Alignment
Align remote employees with their colleagues and external users
Accountability
Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely
Offline Mode
Users can work offline and changes are synced when they back online
Payroll (4)
Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Bill Generation (3)
Templates
As reported in 21 Bonsai reviews. Provide standard invoice templates that can be customized by users
Digital Billing
Ability to convert invoices to digital formats such as PDF 20 reviewers of Bonsai have provided feedback on this feature.
Recurring Billing
As reported in 20 Bonsai reviews. Automatically generates invoices at pre-defined time intervals
Bill Processing (3)
Consolidation
Allow users to consolidate multiple invoices into one 16 reviewers of Bonsai have provided feedback on this feature.
Batch Invoicing
As reported in 13 Bonsai reviews. Ability to create multiple types of invoices
Management
As reported in 18 Bonsai reviews. Manage invoicing for different types of products or services
Notifications (3)
Confirmations & Reminders
Ability to send confirmation and reminder emails & texts
Appointment Follow-Up
Ability to send automated follow-up emails/texts upon conclusion of appointment
Scheduling Notifications
Receive a notification whenever a customer schedules an appointment
Settings (3)
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times
Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
Branding
Personalize booking page with custom logos and colors to match branding
Links
Personalize a booking link to share with customers
Integrations (5)
Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
Website Integration
Provides the ability to be embedded into websites
Payment Acceptance
Integrates with payment processing software to accept payment from customers
Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
Communication
Integrates with SMS providers or instant messaging platforms to communicate directly with customers
Customization (4)
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Additional Functionality (5)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Generative AI (19)
AI Text Generation
As reported in 15 Bonsai reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 15 Bonsai reviews.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 11 Bonsai reviews.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Expense Management - Freelance Tax (3)
Categorization
Categorizes and manages business expenses
Integrations
Integrates with bank accounts to read statments
Summary
Summarizes expenses by what qualifies for deductions
Tax Form Preparation - Freelance Tax (3)
Imports
Imports previous tax data from external tax prep services
Generation
Assists in generating necessary tax forms
Guidance
Provides guidance on completing tax forms relevant to self-employment
Quarterly Tax Estimates - Freelance Tax (3)
Penalties
Calculates any penalties owed if taxes are not paid ahead
Savings
Sets aside a portion of income for future tax payments
Estimating
Estimates quarterly tax liabilities
Tax Deductions - Freelance Tax (3)
Identification
Identifies and itimizes tax-deductible expenses
Recomendations
Provides suggestions or recommendations for potential deductions based on the user's industry and spending patterns
Notifications
Sends alerts or notifications regarding deductible expenses
Strategy - Project and Portfolio Management (10)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
AI (10)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
Customizable Alerts
Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
Uses AI to analyze data to identify trends and make predictions
Mobile Applications - Accounting (6)
Cloud Integration
Enables synchronization of accounting data across devices in real-time
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
Allows users to view and update certain data without an internet connection
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices
Invoice Management
Enables creation, editing, and sending of invoices
Agentic AI - Kanban Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Freelance Tax (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Invoice Management (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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A document builder is a software application that is used to create text-based documents.




