Bonsai Features
What are the features of Bonsai?
Document Creation
- Custom Branding
Analytics
- Due Dates
Contract Management Platform Features
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
Invoice Generation
- Templates
- Digital Invoices
- Recurring Invoices
Technology Glossary Features
View definitions of the features and discover new technology terms.
Bonsai Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
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. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Performance | Is consistently available (uptime) and allows users to complete tasks reliably. | Not enough data | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Reporting | Provides analytics tools that reveal important business metrics and track progress. | Not enough data | |
Dashboards | Has a centralized dashboard for users to interact with. | Not enough data | |
Reporting | Based on 10 Bonsai reviews. Access pre-built and custom reports and dashboards. | 88% (Based on 10 reviews) | |
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. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
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. | 92% (Based on 10 reviews) | |
Mobile User Support | Based on 10 Bonsai reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 77% (Based on 10 reviews) | |
Offline | Provides users ability to create and access expense reports/timesheets while not connected to internet. | Not enough data | |
Customization | Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
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. | Not enough data | |
User, Role, and Access Management | Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
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. | Not enough data | |
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.
| Not enough data | |
Embedded AI / Machine Learning | Offers embedded AI/machine learning | Not enough data | |
Complex Approval Workflow | Provides workflow for complex approval structures | Not enough data | |
APIs | Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
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. | Not enough data | |
Mobile | Allows software to be easily used on multiple mobile devices including phones and tablets. | Not enough data | |
Offline Access | Ability to create and access tasks, transactions and reports while not connected to internet. | Not enough data |
Expense Reports
Ease of Creating Expense Reports | Creation of expense reports takes little time and is intuitive for new users | Not enough data | |
Bank / Credit Card Integration | Can easily pull in receipts from all credit card statements | Not enough data | |
Smart Categorization | Automatically assigns categories/accounts based on past entries and credit card statements | Not enough data | |
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. | Not enough data | |
Employee Reimbursement | Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system | Not enough data | |
Currency Conversions | Enables easy entry of expenses in other currencies and converts to expense report currency | Not enough data | |
Credit Card Integration | Integrates with corporate or personal credit cards (import or bi-directional) | Not enough data |
Travel Management
Ease of Booking | Can book Flights, Hotels, and Rental cars directly from software. | Not enough data | |
Itinerary Management | Creates travel itineraries based on booking | Not enough data | |
Trip Notifications | Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. | Not enough data | |
Advanced Integrations | Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. | Not enough data |
Time Tracking
Ease of Completing Timesheets | Timesheet entry takes little time and is intuitive for new users This feature was mentioned in 14 Bonsai reviews. | 86% (Based on 14 reviews) | |
Tracking Time to Project/Task | Based on 15 Bonsai reviews. Users can easily track time based on task or activity and assign to projects | 81% (Based on 15 reviews) | |
Billable Time Rate Management | As reported in 14 Bonsai reviews. Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. | 79% (Based on 14 reviews) |
Client Invoicing
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. | 96% (Based on 13 reviews) | |
Electronic Payments | As reported in 14 Bonsai reviews. Accepts electronic payments from clients | 83% (Based on 14 reviews) | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 13 reviewers of Bonsai have provided feedback on this feature. | 83% (Based on 13 reviews) |
Mobile
Receipt Capture | Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device | Not enough data | |
Mileage Tracking | See feature definition | Allows users to track mileage from mobile device using maps or GPS. | Not enough data |
Travel Itinerary and Flight Status Updates | Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes | Not enough data |
Mobile Time Tracking
Time Tracking | As reported in 14 Bonsai reviews. Allows users to track and enter time spent on project tasks from mobile device. | 88% (Based on 14 reviews) |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 10 reviewers of Bonsai have provided feedback on this feature. | 88% (Based on 10 reviews) | |
Workflow | Based on 13 Bonsai reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | 86% (Based on 13 reviews) | |
Automated Reminders | Based on 13 Bonsai reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | 88% (Based on 13 reviews) | |
Policy Compliance Management | See feature definition | As reported in 10 Bonsai reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies | 87% (Based on 10 reviews) |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
PCI Regulation Compliant | Complies with PCI security standards | Not enough data | |
Standard Integrations | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. | Not enough data | |
Access Management | Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | Not enough data | |
Permissions | Define and manage roles and access rights for the entire system. | Not enough data | |
Procedures | Maintain procedures for data access and governance. | Not enough data | |
Remote Work | Allow users to use the system online and on mobile devices. | Not enough data |
General Ledger
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. | Not enough data | |
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. | Not enough data | |
Audit Trail | Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record | Not enough data |
Accounts Receivable
Invoice Customization | The layout of the invoice template is fully customizable and you can add or remove fields. | Not enough data | |
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. | Not enough data | |
Collections Automation | The system automates the dunning process to help drive collections | Not enough data |
Accounts Payable
AP Automation | Steamlines data entry by auto populating recurring or predefined vendor values | Not enough data | |
Payment Processing | Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | Not enough data | |
Purchase Orders | Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | Not enough data |
Other Functionality
Inventory Tracking / Ordering | Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | Not enough data | |
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. | Not enough data | |
Inventory Reporting | See feature definition | Customizable reporting allows insight into usage of inventory and services. | Not enough data |
Multi-Entity / Consolidation | Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations | Not enough data | |
Recognition Rules | Automates recognition of revenue and expenses by defining recognition rules. | Not enough data | |
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. | Not enough data | |
Payroll | Payroll module or integration to an external payroll provider which automates the recording of payroll | Not enough data | |
Time and Expense | Automated time and expense capture, tracking, approval, reimbursement and reporting | Not enough data |
Reporting & Analytics
Financial Statements | General reporting offered covers all of the standard financial statements and meets the basic needs of the business | Not enough data | |
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 | Not enough data | |
Budgeting / Forecasting | Create and revise an unlimited number of budget, plan and forecast scenarios. | Not enough data | |
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 | Not enough data |
Integration
Data Import and Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
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. | Not enough data | |
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. | Not enough data | |
Accounting | Provide integration with accounting and financial management software 21 reviewers of Bonsai have provided feedback on this feature. | 75% (Based on 21 reviews) | |
Payments | As reported in 23 Bonsai reviews. Integrate with payment gateways and enterprise payments software | 82% (Based on 23 reviews) | |
ERP | Based on 17 Bonsai reviews. Deliver integrations with accounting modules of ERP systems | 67% (Based on 17 reviews) | |
Account Sync | Based on 18 Bonsai reviews. Sync with company accounts to transfer payments for approved invoices | 80% (Based on 18 reviews) | |
Front Office | Integrate with CRM, marketing, or customer service software. | Not enough data | |
Back Office | Provide integration with accounting software and ERP systems. | Not enough data | |
External data | Connect to external data sources such as databases or BI software. | Not enough data | |
Accounting | Based on 17 Bonsai reviews. Provide integration with accounting and financial management software | 75% (Based on 17 reviews) | |
Payments | Integrates with other payments software 18 reviewers of Bonsai have provided feedback on this feature. | 77% (Based on 18 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems This feature was mentioned in 13 Bonsai reviews. | 56% (Based on 13 reviews) |
Tasks
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data | |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data | |
Tasks | Allows users to create, modify, and delete tasks | Not enough data | |
Details | Helps users capture all relevant details required to perform tasks | Not enough data | |
Priority | Assigns priorities to tasks and allows admin to change priorities | Not enough data |
Projects
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Project Map | Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | Not enough data | |
GANTT | Provide visual representations of tasks, dependencies, and progress. | Not enough data | |
Calendar View | Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Issue Tracking | Track issues at the project or task level, and manage resolutions. | Not enough data | |
Templates | Provide standards templates that can be customized by users to create new projects. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Methodologies | Support agile and waterfall project management methodologies. | Not enough data |
Resource Management
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data | |
Definition | Identify human and material resources and assign them to projects and portfolios. | Not enough data | |
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. | Not enough data | |
Optimization | Improve resource utilization across various projects and portfolios. | Not enough data |
Project Monitoring
Baselining / KPIs | Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | Not enough data | |
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Document Creation
Customizability: Variables and Fields | As reported in 23 Bonsai reviews. Define fields to pull in dynamic information. | 80% (Based on 23 reviews) | |
Template Creation and Flexibility | As reported in 23 Bonsai reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 85% (Based on 23 reviews) | |
Rich Media | As reported in 21 Bonsai reviews. How well the platform supports images, audio, and video in proposals. | 79% (Based on 21 reviews) | |
Online Document Creation | Based on 22 Bonsai reviews. Create adaptive online documents for view via browser or mobile device. | 87% (Based on 22 reviews) | |
PDF Creation | Create attractive PDF versions of proposals. 20 reviewers of Bonsai have provided feedback on this feature. | 88% (Based on 20 reviews) | |
Custom Branding | Brand proposals and the application's portal with your company's logos and branding. 24 reviewers of Bonsai have provided feedback on this feature. | 94% (Based on 24 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 21 Bonsai reviews. Easily search for and add elements to a proposal. | 88% (Based on 21 reviews) |
Collaborative Creation | Multiple users can edit a single document. This feature was mentioned in 21 Bonsai reviews. | 85% (Based on 21 reviews) | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. This feature was mentioned in 20 Bonsai reviews. | 80% (Based on 20 reviews) |
Analytics
Engagement Tracking | As reported in 20 Bonsai reviews. Track who is looking at proposals and how often or for how long. | 89% (Based on 20 reviews) | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. This feature was mentioned in 21 Bonsai reviews. | 90% (Based on 21 reviews) | |
Reporting and Dashboards | Based on 24 Bonsai reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 90% (Based on 24 reviews) | |
Due Dates | As reported in 24 Bonsai reviews. Track invoices based on due dates to identify overdue payments | 88% (Based on 24 reviews) | |
Cashflow | Based on 22 Bonsai reviews. Analyze variations between incoming and outgoing cash | 80% (Based on 22 reviews) | |
KPIs | As reported in 18 Bonsai reviews. Monitor KPIs such as time to process an invoice or erroneous payments | 71% (Based on 18 reviews) | |
Payment Tracking | As reported in 24 Bonsai reviews. Track different types of payment such as deposits or partial payments | 84% (Based on 24 reviews) | |
Forecasting | Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. | Not enough data | |
Reporting | Access pre-built and custom reports and dashboards that can be configured by users. | Not enough data | |
KPIs | Include business and financial KPIs that are specific to project and portfolio management . | Not enough data |
Administration and Platform
User, Role, and Access Management | Based on 22 Bonsai reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 22 reviews) | |
Alerts and Notifications | As reported in 23 Bonsai reviews. Program in-app and email notifications for approval milestones or actions. | 85% (Based on 23 reviews) | |
CRM Integration | As reported in 22 Bonsai reviews. Push and pull data from CRM to build proposals and update statuses with clients. | 80% (Based on 22 reviews) | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. This feature was mentioned in 22 Bonsai reviews. | 90% (Based on 22 reviews) | |
CPQ Integration | Push and pull data from quote applications to build proposals. This feature was mentioned in 13 Bonsai reviews. | 71% (Based on 13 reviews) | |
API / Integrations | Based on 16 Bonsai reviews. 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. | 71% (Based on 16 reviews) |
Contract Management Platform Features
Contract Creation | Based on 37 Bonsai reviews. Users can create new contracts within the platform using built-in document creation features. | 90% (Based on 37 reviews) | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. 37 reviewers of Bonsai have provided feedback on this feature. | 89% (Based on 37 reviews) | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. This feature was mentioned in 37 Bonsai reviews. | 93% (Based on 37 reviews) | |
Contract Attachments | As reported in 32 Bonsai reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 89% (Based on 32 reviews) | |
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. | 85% (Based on 32 reviews) | |
Approval Process | Based on 32 Bonsai reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 93% (Based on 32 reviews) | |
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. This feature was mentioned in 30 Bonsai reviews. | 91% (Based on 30 reviews) | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. 30 reviewers of Bonsai have provided feedback on this feature. | 91% (Based on 30 reviews) | |
Integrations / APIs | As reported in 25 Bonsai reviews. 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. | 83% (Based on 25 reviews) | |
Reporting & Dashboards | Based on 31 Bonsai reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 87% (Based on 31 reviews) |
Portfolio Management
Portfolio Types | Define multiple types of portfolios for projects, programs, and services. | Not enough data | |
Planning | Plan activities and tasks across various portfolios or programs. | Not enough data | |
Alignment | Align different kinds of portfolios with business and financial goals. | Not enough data | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. | Not enough data | |
Portfolio Definition | Define multiple types of portfolios for projects, programs, and services. | Not enough data | |
Portfolio Performance | Monitor the performance of different types of portfolios and programs. | Not enough data | |
Risk | Identify risks that may negatively impact the performance of a portfolio of projects. | Not enough data | |
Portfolio Mix | Create the optimal mix of portfolios to achieve operational and financial goals. | Not enough data |
Project Management
Dependencies | Manage dependencies between projects from one or multiple portfolios. | Not enough data | |
Priorities | Assign priorities for projects that are part of portfolios. | Not enough data | |
Lean Management | Include lean project management features and best practices. | Not enough data | |
Project Planning | Generate plans that define tha main activities and resources needed for a project | Not enough data | |
Project Tracking | Monitor the progress or all tasks and activities that are part of a project | Not enough data | |
Resource Definition | Contains library of skills and resources to allow project managers to find and assign to projects. | Not enough data | |
Resource Management | Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. | Not enough data | |
Task Management | Include features to create, assign, and manage tasks. | Not enough data | |
Planning | Deliver project plans that can be customized by users. | Not enough data | |
Visibility | Provide visibility into collaborative processes accross the company | Not enough data | |
Integration | Provide integration with task management and project management software. | Not enough data |
Data & Analytics
Data Consolidation | Consolidate project and portfolio data from separate sources. | Not enough data | |
Visualizations | Provide custom project and portfolio monitoring visualizations. | Not enough data | |
Performance | Monitor the performance of different types of portfolios. | Not enough data | |
Risk Analysis | Perform risk analysis at the portfolio or project level. | Not enough data |
Cost Tracking
Identification | Capture costs at different stages of the project | Not enough data | |
Allocation | Allocate costs to resources, tasks, or projects | Not enough data | |
Standard Costs | Define standard costs for resources and activities | Not enough data |
Setup
Activities | Provide standard activities and tasks that can be customized by users | Not enough data | |
Flows | Users can easily create flows using drag and drop features | Not enough data | |
Dependencies | Define and manage dependencies between tasks and workflows | Not enough data | |
Notifications | Include alters that can be used with workflows | Not enough data |
Management
Updates | Ability to update multiple workflows at the same time | Not enough data | |
Audit Trail | Maintain a history of all workflow changes | Not enough data | |
Integration | Integrate with ERP or project management software | Not enough data |
Invoice Generation
Templates | As reported in 24 Bonsai reviews. Provide standard invoice templates that can be customized by users | 84% (Based on 24 reviews) | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF 25 reviewers of Bonsai have provided feedback on this feature. | 91% (Based on 25 reviews) | |
Recurring Invoices | As reported in 24 Bonsai reviews. Automatically generates invoices at pre-defined time intervals | 88% (Based on 24 reviews) |
Invoice Processing
Approvals | Include workflows for approvals of invoices or payments 23 reviewers of Bonsai have provided feedback on this feature. | 80% (Based on 23 reviews) | |
Batch Processing | Process multiple invoices without human intervention 18 reviewers of Bonsai have provided feedback on this feature. | 73% (Based on 18 reviews) | |
Consolidation | Allow users to consolidate multiple invoices into one 21 reviewers of Bonsai have provided feedback on this feature. | 78% (Based on 21 reviews) | |
Match Invoices | Match invoices with purchases and sales orders, as well as with payments 18 reviewers of Bonsai have provided feedback on this feature. | 76% (Based on 18 reviews) |
Planning
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data | |
Workflow | Define the stages of a workflow and assign tasks to each stage | Not enough data | |
Backlog | Tasks can be moved to a backlog based on priority and other criteria | Not enough data | |
Optimization | Ability to improve workflows and processes by analyzing the flow of tasks | Not enough data |
Optimization
Performance | Monitor the performance of each resource by project, portfolio, or resource type. | Not enough data | |
Forecasting | Provide demand-driven forecasts to prepare and plan for future projects. | Not enough data | |
Corrections | Identify misutilizations and provide suggestions to improve planning and scheduling. | Not enough data |
Kanban Boards
Kanban Cards | Provide standard Kanban cards for various types of tasks that can be modified by users | Not enough data | |
Drag and Drop | Allows users to drag and drop cards to rearrange them in a board | Not enough data | |
Visibility | Boards provide visibility accross all projects, tasks, and users | Not enough data |
Cash Flow
Track Cash Flow | Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. | Not enough data | |
Income and Expenses | Add one-time or recurring cash flow items and add line items for each payment or deposit. | Not enough data | |
File Exports | Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | Not enough data |
Budgeting & Forecasting
Budgeting / Forecasting | Create and revise an unlimited number of budget, plan and forecast scenarios. | Not enough data | |
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data | Not enough data | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions | Not enough data | |
Historical Data | Forecasting is based on past transactions and historical financial or operational data | Not enough data |
Revenue
Revenue Types | Supports multiple types of revenues, such as recurring and transaction based | Not enough data | |
Revenue Allocation | Allows users to allocate revenues to various business entities or departments | Not enough data | |
Scheduling | Automatic scheduling to ensure that revenue is recognized at the proper time | Not enough data |
Task Creation
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data |
Task Management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | See feature definition | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data |
Customer Management
Customer Profiles | Maintains a central repository of customer information and communications. | Not enough data | |
Sales | Identify sales opportunities and manage leads pipelines by customer or region. | Not enough data | |
Marketing | Create and manage marketing campaigns and track their performance | Not enough data | |
Client Portal | Provides a portal for clients to view project progress, budgets, resources, project documents, etc. | Not enough data |
Accounting
Revenue Recognition | Automate revenue recogniton by project, portfolio, or milestone and deliverable. | Not enough data | |
Invoice Management | Ability to create and send electronic invoices, including templates that can be customized/branded. | Not enough data | |
Payments | Accepts multiple types of payments from clients and match with invoices. | Not enough data | |
Project Accounting | Deliver features to track and manage costs and revenues by project. | Not enough data | |
Budget Tracking | Enables accountants and project managers to track and manage budgets. | Not enough data |
Automation
Workflows | Provide standard workflows that can be used accross the company. | Not enough data | |
Customization | Allow administrators to configure workflows and processes. | Not enough data | |
Data repository | Deliver a single data repository for all project information. | Not enough data |
Project management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Workload
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Workspace | Define customizable workspace for teams, departments, and external users. | Not enough data | |
Configuration | Provide drag and drop options to configure workspaces. | Not enough data | |
Insights | Monitor work accross the company and analyze performance. | Not enough data |
Communication & Collaboration
Communication Channels | Support multiple channels for internal and external communications. | Not enough data | |
Document Management | See feature definition | Allow users to share and collaborate on documents and files. | Not enough data |
Collaboration | Help users meet, share workspaces, and collaborate on tasks. | Not enough data |
Cost Management
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Profitability | Monitor project proftability by team or department. | Not enough data |
Communication
Chat | Provide live chat tools for instant messaging | Not enough data | |
Discussions | Ability to involve multiple users in public or private discussions | Not enough data | |
External | Allow external users to use chat and discussions | Not enough data | |
Feedback | Provide functionality to create and manage polls and surveys | Not enough data | |
Announcements | Manage news and announcements by company or department | Not enough data |
Content & Documents
File Sharing | See feature definition | Documents can be shared between users and teams | Not enough data |
Notes | User can share notes with colleagues or external users | Not enough data | |
Search | Help users find documents and other types of content | Not enough data | |
Versioning | Keep track of document versions and related changes | Not enough data |
Controls
Custom Views | Create personalized project views for collaboration | Not enough data | |
Followers | Allow users to follow tasks which are not assigned to them | Not enough data | |
User Management | Define and manage users access to documents and collaboration features | Not enough data | |
Calendars | Manage private and shared calendars and associated events | Not enough data | |
Public Sharing | Make project views available for the public. | Not enough data |
Remote Collaboration
Alignment | Align remote employees with their colleagues and external users | Not enough data | |
Accountability | Define and track responsabilities for remote users | Not enough data | |
Connectivity | Allow users to connect to tools that they use remotely | Not enough data | |
Offline Mode | Users can work offline and changes are synced when they back online | Not enough data |
Payroll
Direct Deposit | Automatically deposits paychecks into employees' bank accounts. | Not enough data | |
Check/W-2 Printing | Allows administrators to print valid paychecks and W-2 forms. | Not enough data | |
Tax Calculation | Calculates taxes due and may include resources or tools for federal and state tax compliance. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. | Not enough data |
Bill Generation
Templates | Based on 21 Bonsai reviews. Provide standard invoice templates that can be customized by users | 86% (Based on 21 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 20 Bonsai reviews. | 86% (Based on 20 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals This feature was mentioned in 20 Bonsai reviews. | 81% (Based on 20 reviews) |
Bill Processing
Consolidation | Allow users to consolidate multiple invoices into one 16 reviewers of Bonsai have provided feedback on this feature. | 75% (Based on 16 reviews) | |
Batch Invoicing | As reported in 13 Bonsai reviews. Ability to create multiple types of invoices | 69% (Based on 13 reviews) | |
Management | As reported in 18 Bonsai reviews. Manage invoicing for different types of products or services | 79% (Based on 18 reviews) |
Notifications
Confirmations & Reminders | Ability to send confirmation and reminder emails & texts | Not enough data | |
Appointment Follow-Up | Ability to send automated follow-up emails/texts upon conclusion of appointment | Not enough data | |
Scheduling Notifications | Receive a notification whenever a customer schedules an appointment | Not enough data |
Settings
Time Zone Detection | Automatically detects the time zone of both parties to avoid booking mistakes | Not enough data | |
Availability Settings | Ability to set preferred availability to ensure appointments are only booked during approved times | Not enough data | |
Blocked Time Settings | Ability to block off additional time between appointments for travel or preparation | Not enough data |
Personalization
Branding | Personalize booking page with custom logos and colors to match branding | Not enough data | |
Links | Personalize a booking link to share with customers | Not enough data |
Integrations
Multi- Calendar Integration | Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. | Not enough data | |
Website Integration | Provides the ability to be embedded into websites | Not enough data | |
Payment Acceptance | Integrates with payment processing software to accept payment from customers | Not enough data | |
Video Conferencing | Integrates with video conferencing tools to allow for virtual appointments | Not enough data | |
Communication | Integrates with SMS providers or instant messaging platforms to communicate directly with customers | Not enough data |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates | Not enough data | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers | Not enough data | |
Multi-page Forms | Allows users to create forms with more than one page | Not enough data | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | Not enough data |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch | Not enough data | |
Offline Capability | Can used without an internet connection | Not enough data | |
Notifications | Sends notifications when a completed form is recieved | Not enough data | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms | Not enough data | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 15 Bonsai reviews. | 80% (Based on 15 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. 15 reviewers of Bonsai have provided feedback on this feature. | 74% (Based on 15 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text-to-Image | Provides the ability to generate images from a text prompt. | Not enough data | |
AI Text-to-Speech | Simulates human-like speech from text inputs. | Not enough data | |
AI Image-to-Text | Converts images into a textual description, identifying key elements. | Not enough data | |
AI Text Generation | As reported in 11 Bonsai reviews. Allows users to generate text based on a text prompt. | 77% (Based on 11 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
Expense Management - Freelance Tax
Categorization | Categorizes and manages business expenses | Not enough data | |
Integrations | Integrates with bank accounts to read statments | Not enough data | |
Summary | Summarizes expenses by what qualifies for deductions | Not enough data |
Tax Form Preparation - Freelance Tax
Imports | Imports previous tax data from external tax prep services | Not enough data | |
Generation | Assists in generating necessary tax forms | Not enough data | |
Guidance | Provides guidance on completing tax forms relevant to self-employment | Not enough data |
Quarterly Tax Estimates - Freelance Tax
Penalties | Calculates any penalties owed if taxes are not paid ahead | Not enough data | |
Savings | Sets aside a portion of income for future tax payments | Not enough data | |
Estimating | Estimates quarterly tax liabilities | Not enough data |
Tax Deductions - Freelance Tax
Identification | Identifies and itimizes tax-deductible expenses | Not enough data | |
Recomendations | Provides suggestions or recommendations for potential deductions based on the user's industry and spending patterns | Not enough data | |
Notifications | Sends alerts or notifications regarding deductible expenses | Not enough data |
Strategy - Project and Portfolio Management
Simulation | Simulate the outcomes of various business case scenarios and mix of projects | Not enough data | |
Tracking | Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios | Not enough data | |
Planning | Create plans to implement activities to achieve strategic objectives | Not enough data | |
Objectives | Define strategic objectives related to project and portfolio management | Not enough data | |
Visiblity | Provide a 360 view of all projects and portfolios and their corresponding strategies | Not enough data | |
Alignment | Align project and portfolios with the strategic objectives of the company | Not enough data | |
Risk Management | Mitigate risks related to projects and portfolios that may impact strategic objectives | Not enough data | |
Implementation | Deploy strategic planning to project and portfolio management activities | Not enough data | |
Optimization | Help with continuous improvement and to adapt to strategy updates and market changes | Not enough data | |
Prioritization | Assign priorities to projects and portfolios based on strategic objectives | Not enough data |
AI
Data Extraction | Uses AI to automatically input data from receipts, invoices, and other documents | Not enough data | |
Invoice Processing | Uses AI to generates, send, and track invoices | Not enough data | |
Expense Management | Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns | Not enough data | |
Fraud Detection | Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time | Not enough data | |
Tax Compliance | Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns | Not enough data | |
Support Chatbots | Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports | Not enough data | |
Bank Reconciliations | Uses AI to match transactions recorded in the accounting system with those in bank statements | Not enough data | |
Report Generation | Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business | Not enough data | |
Customizable Alerts | Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances | Not enough data | |
Predictive Analytics | Uses AI to analyze data to identify trends and make predictions | Not enough data |
Mobile Applications - Accounting
Cloud Integration | Enables synchronization of accounting data across devices in real-time | Not enough data | |
Notifications | Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines | Not enough data | |
UI | Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables | Not enough data | |
Offline | Allows users to view and update certain data without an internet connection | Not enough data | |
Expense Tracking | Allows users to capture and upload expense receipts directly from mobile devices | Not enough data | |
Invoice Management | Enables creation, editing, and sending of invoices | Not enough data |
Agentic AI - Kanban Project Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Freelance Tax
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Artificial Intelligence - Professional Services Automation
Predictive Forecasting | Predicts project profitability, revenue, and resource utilization based on historical data and current trends. | Not enough data | |
Smart task suggestions | Gives task and resource allocation suggestions based on project context. | Not enough data | |
Automated workflows | Automates time-tracking, invoicing, and expense reporting. | Not enough data |
Agentic AI - Project Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Contract Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - Project Collaboration
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
Agentic AI - Online Appointment Scheduling
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
