The business software for accounting professionals

Whether you're an accountant, bookkeeper or CPA, Bonsai saves you time on admin. Win clients, get paid, and track your finances in one place.
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1020+ Reviews
Summarize trends from Q1 sales data
Save hours running your business by using powerful tools to keep it organized.
Invoices
Set up recurring invoices, track hours, and get paid fast.
Forms
Save time by putting together a seamless client onboarding.
Client portal
Keep records of communications, important docs, tasks in one place.
Contracts
Secure your work, scope, and terms with ready-made engagement letters.
Client CRM
Store and organize client information and communicaton.
Scheduling
Clients choose your services according to your availabilities.

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

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620+ reviews
I have tried apps like Bonsai for my business but none stack up from the CRM to the invoicing. Between the cost and the features, it can't be beat. The customer service is outstanding as well. I would 100% recommend Bonsai!
Kimberly, CPA
Kimberly
“Artifact is the kind of place where everyone wants to do their best work. There’s a real sense of momentum, and you always feel like what you’re doing actually matters.”
Candice Hall
Product Strategy Lead
“There’s a real focus on building great tech without unnecessary complexity. It’s all about making things simple and effective.”
Reed Price
Sales Manager
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Get paid on your terms, on time

✓ Track your time and invoice all your billable hours.

✓ Receive payments on time with automatic reminders.

✓ Sync your paid invoices with QuickBooks Online.

See how
See how

Onboard your clients faster

✓ Collect client information through forms and surveys.

✓ Create onboarding task templates and checklists.

✓ Set up client portal to share tasks, messages, and docs.

See how
See how

Secure new client engagements

✓ Send, modify and e-Sign engagement letters.

✓ Collect upfront deposits at the start of projects.

✓ Save time with our engagement letters templates.

See how
See how

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

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620+ reviews
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Browse Accounting templates

Whether you need contracts, invoices, proposals, or briefs, Bonsai’s templates help you save time and stay organized.
Contracts
Accounting Services Agreement Template
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Get template
Agreements
Free Bookkeeping Service Agreement Template
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Get template
Agreements
Bookkeeping Engagement Letter Template
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Get template
Proposals
QuickBooks Proposal Template
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Get template
Proposals
Free Simple Bookkeeping Proposal Template
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Get template
Proposals
Free Accounting Services Proposal Template
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Get template
Invoices
Free Bookkeeping Invoice Template
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Get template
Invoices
Accountant Invoice Template
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Get template
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Additional templates are only available within Bonsai.
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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.