---
title: Bonsai Reviews
meta_title: 'Bonsai Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 101 reviews by the users' company size, role or industry
  to find out how Bonsai works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 101
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Project, Portfolio & Program Management
  url: https://www.g2.com/categories/project-portfolio-program-management
---


# Bonsai Reviews
**Vendor:** Bonsai (YC W16)  
**Category:** [Work Management Software](https://www.g2.com/categories/work-management)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 101
## About Bonsai
Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.



## Bonsai Pros & Cons
**What users like:**

- Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. (21 reviews)
- Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. (17 reviews)
- Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. (13 reviews)
- Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. (13 reviews)
- Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. (13 reviews)
- Customization (11 reviews)
- Helpful (11 reviews)
- Users find Bonsai to be **incredibly user-friendly** , simplifying workflow and client management from start to finish. (11 reviews)
- Users appreciate the **centralized client management** features of Bonsai, streamlining payments and improving professionalism. (10 reviews)
- Easy Setup (10 reviews)

**What users dislike:**

- Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. (18 reviews)
- Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. (8 reviews)
- Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. (8 reviews)
- Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. (8 reviews)
- Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. (8 reviews)
- Users face **limitations in functionality** with Bonsai, especially regarding feature access, slow login, and integration challenges. (7 reviews)
- Users often experience **poor customer support** , with unresponsive assistance leading to frustration and unresolved issues. (7 reviews)
- Poor Integration (7 reviews)
- Cost Issues (6 reviews)
- Lack of Customization (6 reviews)

## Bonsai Reviews
  ### 1. Disappointed.

**Rating:** 2.0/5.0 stars

**Reviewed by:** jason t. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2023

**What do you like best about Bonsai?**

Conceptually it's very strong. It has all the features to run a creative business, unfortuantely I have a laundry list of problems.

**What do you dislike about Bonsai?**

Disappointed so far....
I'm having quite a bit of trouble, but I'm staying the course for now because conceptually this app fits my needs, but here's my problems so far:

1. Technical and Formatting Issues:
• Inability to adjust certain images within the title page; automatic downscaling of images.
• Images on mobile devices are cut off, stretched, or contorted.
• Issues with image stretching and formatting in proposals, affecting visual quality.
• Images often appear pixelated or of low quality when uploaded to the platform.
2. Customer Service and Support:
• Slow response times (1-3 days) from customer service.
• Partial or inadequate addressing of issues raised.
• Unresponsive telephone support; calls go unanswered.
3. Billing and Pricing Transparency:
• Double charged within a 30-day period.
• Unclear additional charges for adding a partner and activating features.
• Forced payment for account feature access.
4. Platform Functionality and Management:
• Sent proposals don’t automatically move to the ‘sent’ column; manual adjustment required.
• The cell phone app lacks editing capabilities and clarity on useful features.
• No straightforward testing process for proposals; must send to self for testing.
• Resets in white glove branding feature after account adjustments, leading to unintentional branding presence.
• Inadequate preview functionality; does not fully display client’s view.
5. Delivery and Tracking:
• Partial delivery of proposals to recipients.
• Unreliable read receipt functionality.
• No confirmation of proposal receipt or review by recipients.

**What problems is Bonsai solving and how is that benefiting you?**

Nothing yet.

  ### 2. Great Contracting Software, Rough Around the Edges Elsewhere

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2023

**What do you like best about Bonsai?**

I love their contracts. They are super easy to set up, flexible to edit, and quite a joy to work with. It's very nice to get a contract sent to a client in such a streamlined fashion, and not have to spend a bunch of time writing the entire contract from scratch (or copy pasting and editing from elsewhere) and then figuring out a service to use to upload and send it just for signature. Kudos to Bonsai for that part of the software.

**What do you dislike about Bonsai?**

Recently, I encountered what I would call a pretty critical bug with a contract. The support was very helpful in trying to resolve the issue for me. However, they couldn't resolve the issue. The uploaded SoW on the contract is, when you click the link, completely inaccessible to myself and the client. As a result, I do not trust the software at this point.

They also have very aggressive auto reminder and auto invoicing settings, and sometimes I don't want that because invoicing and/or payments are already handled outside Bonsai. It seems like they're really trying to push you to doing everything inside of Bonsai.

There have also been numerous bugs and frustrations that have taken a lot more time than I would've desired, such as:
1. My profile picture is still not correct and I can't edit it on one page.
2. It felt like a ridiculous process to change my email address (required me to submit sensitive personal life information documents).
3. It was very difficult to add a partner account for someone that had previously had a Bonsai account.

Anyways, I can't recommend them at this point. The bug with the SoW not being accessible on an already signed contract is critical, and the fact that they couldn't fix it is even more concerning. If you're doing legally binding contracting software and a SoW isn't accessible then that's a serious issue.

**What problems is Bonsai solving and how is that benefiting you?**

Bonsai streamlines the creation of contracts for our company and getting those contracts signed. We occasionally use the invoicing features as well.

It benefits us by speeding up the contract process and streamlining, in some cases, parts of the invoicing feature.

**Official Response from Laure Albouy:**

> Thank you for taking the time to share your feedback. We understand your frustration and apologize for the inconvenience.

Our goal is to provide a seamless and reliable experience, and we’re committed to addressing issues quickly. I’m happy to report that our team has since resolved the bug you’re referring to, and everything should be operating properly now.

Please reach back out to support@hellobonsai.com and we’ll be happy to look over your reminder settings, help with your profile picture, and address any other concerns.


## Bonsai Discussions
  - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment
  - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment
  - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments

- [View Bonsai pricing details and edition comparison](https://www.g2.com/products/bonsai/reviews?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-13+23%3A15%3A41+-0500&secure%5Bsession_id%5D=ce800764-cc2c-4580-a998-b0094f13fb8a&secure%5Btoken%5D=cdb5844bc7e600f3dd5edeaabe1eb6a56ef6443f4ac2fab85149a00ae07fd218&format=llm_user)

## Bonsai Features
**Additional Functionality**
- Data Import/Export
- Estimating
- Timer
- Multi-Currency
- Customizable Reports
- Alerts/Notifications
- Reporting/Analytics
- Real-Time Updates
- Projections
- Customizable Fields
- Approval Process Control
- Mobile App
- Generative AI
- Activity Dashboard
- Billing & Invoicing
- Budgeting/Forecasting
- Resource Allocation & Planning
- Access Controls/Permissions
- Real-Time Notifications
- AI Copilot
- Summary Reports
- Reporting & Statistics
- Real-Time Data
- Automatic Time Capture
- Overtime Calculation
- Clock In/Out
- Productivity Analysis
- Multi-Language
- Employee Scheduling
- Employee Database
- Billable & Non-Billable Hours
- Usage Tracking/Analytics

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Expense Reports**
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Currency Conversions
- Corporate Card
- Credit Card Management

**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Mass Updates
- Drag & Drop
- Recurring Tasks
- Real-Time Updates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Contract Management Platform Features**
- Contract Creation
- Customizable Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
- Government Contracts
- Specialty Contracts
- Alerts/Notifications
- Third-Party Integrations

**Portfolio Management**
- Portfolio Types
- Planning
- Alignment
- Portfolio Mix
- Resource Allocation & Planning

**Cost Tracking**
- Identification
- Allocation
- Standard Costs
- Project Billing
- Cost-to-Completion Tracking

**Setup**
- Activities
- Flows
- Dependencies
- Notifications
- Calendar Management
- Business Process Automation

**Invoice Generation**
- Templates
- Digital Invoices
- Recurring Invoices

**Planning**
- Resource Definiton
- Capacity
- Scheduling
- Real-Time Data

**Tasks**
- Tasks
- Details
- Priority

**Task Creation**
- Creation & Assignment
- Due Dates
- Drag & Drop
- Mass Updates

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Automation**
- Workflows
- Customization
- Data repository

**Communication**
- Chat
- Discussions
- External
- Feedback
- Announcements

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Notifications**
- Confirmations & Reminders
- Appointment Follow-Up
- Scheduling Notifications
- Recurring Appointments
- Automated Scheduling
- Group Scheduling

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Expense Management - Freelance Tax**
- Categorization
- Integrations
- Summary

**Agentic AI - Kanban Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Task Planning
- Project Planning

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - Expense Management**
- Autonomous Task Execution
- Cross-system Integration

**AI Assistant - Accounting**
- AI Accounting Assistant

**Additional Functionality**
- Project Tracking
- AI Copilot
- Production Cost Tracking
- Budgeting/Forecasting
- API
- Billing & Invoicing
- Progress Reports
- Generative AI
- Billable Items Tracking
- Job Scheduling
- Invoice Management
- Audit Trail
- Timesheet Management
- Project Time Tracking
- Change Order Management
- Bills of Material
- Third-Party Integrations
- Overrun Reporting
- Customizable Reports
- Job Management
- Time Tracking
- Percent-Complete Tracking
- Labor Cost Reporting
- Quotes/Estimates
- Cost Estimating
- Purchase Order Management
- Real-Time Reporting
- Inventory Management
- Accounting
- Estimating
- Task Scheduling
- Activity Tracking
- Forecasting
- Expense Tracking
- Reporting & Statistics
- Job Tracking
- Projections
- Activity Dashboard
- Bid Management
- Document Management
- Data Import/Export

**Travel Management**
- Ease of Booking
- Itinerary Management
- Trip Notifications
- Advanced Integrations
- Online Booking
- Credit Card Management
- Booking Management
- User Management
- Restriction Management
- Reservations Management
- Reimbursement Management
- Vendor Management
- Travel Management
- Promotions Management
- Workflow Management
- Receipt Management
- Supplier Management
- Compliance Management
- Policy Management
- Invoice Management
- Real-Time Notifications
- Third-Party Integrations
- Timesheet Management
- Invoice Management
- Reimbursement Management
- Real-Time Notifications

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning
- Traditional Methodologies

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Project Management**
- Dependencies
- Priorities
- Lean Management
- Deadline Management
- Calendar Management
- Change Management

**Management**
- Updates
- Audit Trail
- Integration

**Invoice Processing**
- Approvals
- Batch Processing
- Consolidation
- Match Invoices

**Optimization**
- Performance
- Forecasting
- Corrections

**Kanban Boards**
- Kanban Cards
- Drag and Drop
- Visibility

**Task Management**
- Task Prioritization
- To-Do Lists
- Dependencies
- Recurring Tasks
- Project Templates

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking
- Project Management

**Administration**
- Permissions
- Procedures
- Remote Work

**Content & Documents**
- File Sharing
- Notes
- Search
- Versioning

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Settings**
- Time Zone Detection
- Availability Settings
- Blocked Time Settings

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Tax Form Preparation - Freelance Tax**
- Imports
- Generation
- Guidance

**Additional Functionality**
- Calendar Management
- Shop Floor Management
- Performance Management
- Real-Time Monitoring
- KPI Monitoring
- Availability Management
- Third-Party Integration
- Drag & Drop
- Project Management
- Activity Dashboard
- Recommendations
- Collaboration Tools
- Equipment Management
- Task Management
- Gantt/Timeline View
- Progress Tracking
- Alerts/Notifications
- "What If" Scenarios
- AI Copilot
- For Manufacturers
- Real-Time Reporting
- Mobile Access
- Cost Management
- Scenario Planning
- Historical Database
- Inventory Control
- Reporting/Analytics
- Generative AI
- Time Tracking
- Resource Management
- Predictive Analytics
- Resource Allocation & Planning
- Projections
- Prioritization
- Search/Filter
- Timesheet Management
- Workflow Management
- Skills Tracking
- Utilization Reporting
- Approval Process Control
- Access Controls/Permissions
- Third-Party Integrations
- Reporting & Statistics
- Customizable Reports
- Commenting/Notes
- API
- Project Planning
- Assignment Management
- Customizable Fields
- Multiple Projects
- Time & Expense Tracking
- Resource Request
- Data Import/Export
- Reporting/Project Tracking
- Capacity Management
- Real-Time Notifications
- Real-Time Updates
- Project Templates
- Document Management
- Workflow Automation

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management
- Reimbursement Management
- Task Progress Tracking

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments
- Electronic Payments
- Credit Card Processing

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Resource Management**
- Definition
- Allocation
- Optimization

**Analytics**
- Due Dates
- Cashflow
- KPIs
- Payment Tracking

**Planning**
- Workflow
- Backlog
- Optimization
- Configurable Workflow

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Project management**
- Task Prioritization
- Dependencies
- Planning
- Views
- Scheduling
- Critical Path
- Dashboards

**Controls**
- Custom Views
- Followers
- User Management
- Calendars
- Public Sharing

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Personalization**
- Branding
- Links

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI

**Quarterly Tax Estimates - Freelance Tax**
- Penalties
- Savings
- Estimating

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Additional Functionality**
- Reporting/Analytics
- Electronic Signature
- Full Text Search
- Data Import/Export
- CRM
- Audit Management
- Digital Signature
- Contract Drafting
- Activity Tracking
- Customizable Reports
- Sell Side (Customers)
- Task Management
- Renewal Management
- Annotations
- Workflow Management
- Data Extraction
- Audit Trail
- Contract Negotiation
- Drag & Drop
- Document Storage
- Customizable Fields
- AI Redlining
- Version Control
- Completion Tracking
- Contact Management
- Access Controls/Permissions
- AI Copilot
- Document Review
- Customizable Branding
- Configurable Workflow
- Document Management
- Compliance Tracking
- Buy Side (Suppliers)
- Payment Processing

**Additional Functionality**
- Collaboration Tools
- Gantt/Timeline View
- AI Copilot
- Task Tagging
- Spreadsheet View
- Task Scheduling
- Search/Filter
- Email-to-Task Conversion
- Project Tracking
- Time Tracking
- Sub-Task Management
- Task Progress Tracking
- Third-Party Integrations
- Calendar Management
- Mobile Access
- Task Editing
- Reporting/Analytics
- Deadline Management
- API
- Dependency Tracking
- Document Management
- Assignment Management
- Project Planning
- Task Board View
- Workflow Management
- Activity Tracking
- Commenting/Notes
- Resource Management
- Task Import
- Dashboard
- Access Controls/Permissions
- Real-Time Notifications

**Additional Functionality**
- Task Scheduling
- Reporting & Statistics
- Multiple Projects
- Gantt/Timeline View
- Document Storage
- Collaboration Tools
- Activity Tracking
- Assignment Management
- Progress Tracking
- Activity Dashboard
- Single Sign On
- Commenting/Notes
- Email Management
- Search/Filter
- Real-Time Notifications
- Prioritization
- Access Controls/Permissions
- Multi-board
- Task Progress Tracking
- File Management
- Milestone Tracking
- Planning Tools
- Time Tracking
- KPI Monitoring
- AI Copilot
- Generative AI
- Calendar Management
- Projections
- To-Do List
- Roadmapping
- Project Time Tracking
- Workflow Management
- Project Tracking
- Charting
- Project Management
- Project Templates
- @mentions
- Task Management
- API
- Visual Workflow Management
- Tagging
- Dependency Tracking
- Customizable Fields
- Supports Scrum
- Deadline Management
- Real-Time Updates

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Activity Dashboard
- Activity Dashboard

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Data & Analytics**
- Data Consolidation
- Visualizations
- Performance
- Risk Analysis

**Integration**
- Accounting
- Payments
- ERP
- Account Sync

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Workload**
- Resource Allocation
- Workspace
- Configuration
- Insights

**Project Management**
- Task Management
- Planning
- Visibility
- Integration

**Integrations**
- Multi- Calendar Integration
- Website Integration
- Payment Acceptance
- Video Conferencing
- Communication

**Tax Deductions - Freelance Tax**
- Identification
- Recomendations
- Notifications

**Agentic AI - Workflow Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Billing**
- Autonomous Task Execution

**Generative AI - Expense Management**
- Image-to-Text
- Text Generation
- Text Summarization

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Additional Functionality**
- Audit Trail
- Secure Data Storage
- AI Copilot
- Approval Process Control
- Data Import/Export
- Duplicate Detection
- Expense Claims
- Budgeting/Forecasting
- Customizable Fields
- Spend Control
- Customizable Templates
- Access Controls/Permissions
- Reporting & Statistics
- Automated Receipt Matching
- Mobile Receipt Upload
- Billable & Non-Billable Hours
- Financial Analysis
- Categorization/Grouping
- Single Sign On
- Activity Dashboard

**Additional Functionality**
- Drag & Drop
- Template Management
- Approval Process Control
- Customizable Dashboard
- Rules-Based Workflow
- Document Management
- Monitoring
- Progress Tracking
- Workflow Configuration
- Collaboration Tools
- Commenting/Notes
- Task Management
- Forms Management
- No-Code
- Data Import/Export
- Email Management
- Customizable Reports
- Access Controls/Permissions
- Graphical Workflow Editor
- Real-Time Data
- API
- Search/Filter
- AI Copilot
- Mobile Access
- Customizable Fields
- Activity Tracking
- Compliance Tracking
- Role-Based Permissions
- Reporting/Analytics
- Project Workflow
- Activity Dashboard

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Communication & Collaboration**
- Communication Channels
- Document Management
- Collaboration

**Remote Collaboration**
- Alignment
- Accountability
- Connectivity
- Offline Mode

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Text-to-Speech
- AI Image-to-Text
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Strategy - Project and Portfolio Management**
- Simulation
- Tracking
- Planning
- Objectives
- Visiblity
- Alignment
- Risk Management
- Implementation
- Optimization
- Prioritization
- Timesheet Management
- Workflow Management
- Resource Management
- Task Management
- Requirements Management
- Assignment Management
- Document Management
- Project Time Tracking
- Status Tracking
- Progress Tracking
- Time & Expense Tracking
- Project Tracking
- ROI Tracking
- Activity Tracking
- Portfolio Management

**Agentic AI - Freelance Tax**
- Proactive Assistance

**Agentic AI - Invoice Management**
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Additional Functionality**
- Collaboration Tools
- Budgeting/Forecasting
- Kanban Board
- Projections
- Demand Forecasting
- Multiple Projects
- Third-Party Integrations
- Customizable Fields
- Customizable Reports
- AI Copilot
- Reporting/Analytics
- API
- Project Templates
- Commenting/Notes
- Dashboard
- Gantt/Timeline View
- Agile Methodologies
- Planning Tools
- Real-Time Updates
- Project Workflow
- Task Scheduling
- Generative AI
- Drag & Drop

**Mobile**
- Receipt Capture
- Mileage Tracking
- Travel Itinerary and Flight Status Updates
- Expense Tracking
- Real-Time Updates

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Embedded AI / Machine Learning
- Complex Approval Workflow
- Generative AI

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Cost Management**
- Project Budgeting
- Time & Expense
- Profitability

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

**Agentic AI - Online Appointment Scheduling**
- Autonomous Task Execution
- Multi-step Planning
- Natural Language Interaction

**Additional Functionality**
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Additional Functionality**
- Access Controls/Permissions
- Customizable Forms
- Customizable Templates
- Availability Management
- Wait List Management
- Mobile Access
- Client Portal
- Data Import/Export
- Appointment Management
- Email Marketing
- Client Management
- Employee Management
- Client Database
- Online Booking
- Reporting & Statistics
- SMS Messaging
- Credit Card Processing
- API
- Multi-Location
- Email Management
- Customer History
- Calendar Management
- AI Copilot
- Activity Dashboard

**Mobile Time Tracking**
- Project Time Tracking
- Expense Tracking
- Progress Tracking
- Activity Tracking
- Time Tracking by Client
- Project Tracking
- Billable Items Tracking
- Attendance Tracking
- Vacation/Leave Tracking
- Project Time Tracking
- Leave Tracking
- Budget Tracking
- Online Time Tracking
- Offline Time Tracking
- Location Tracking

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Administration**
- PCI Regulation Compliant

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile
- Offline Access

**Integration**
- Front Office
- Back Office
- External data

**Agentic AI - Project Collaboration**
- Multi-step Planning
- Cross-system Integration

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Offline
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Agentic AI - Work Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

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