Bonsai
AND CO
FreshBooks
Toggl
Rymotely
Stripe
Azendoo
Hours
Betterment
Wealthfront
Riskalyze
HiddenLevers
CXi-Registry
SimCorp Dimension
Backstop Solutions
eMoney
Bonsai is a one-stop platform for creative and digital 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 and revenue tracking, we've got you covered.
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. Fully integrated into project management & billing.
Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work.
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.
Resource Management: Everything you need to allocate work to your team and track utilization. Manage team capacity, track your budget, tasks and hours and get insights on your business.
Reporting: Get better visibility into your business's performance and financial health with real-time reports. Make informed decisions with profitability reports, utilization reports, and more.
Bonsai BettermentNo features have been listed yet.
Based on our record, Betterment should be more popular than Bonsai. It has been mentiond 11 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Hey there, If you want to easily build a first version of your product, I recommend using Stripe. In my company (hellobonsai.com) we've built out a few FinTech products in only a few months thanks to Stripe Treasury (providing an online bank account to our user) and Stripe Issuing (providing bank cards). Source: over 2 years ago
I tried a platform called Bonsai (hellobonsai.com), but I dropkicked them for hidden fees. They charged me a currency conversion fee when no currency conversion occurred. Source: over 2 years ago
Go to betterment.com and put it in their cash reserve. You'll get a good interest rate that should help at least reduce some inflation risk. Source: about 1 year ago
If you want a less frightening way to invest, betterment.com was my gateway into investing. It has a pre-selected basket of index funds and bonds, and you can just select your risk tolerance, set up a deposit schedule, and they take care of the rest. I started with $10/paycheck 11 years ago, and now I have almost $20,000 invested as I kept increasing my automated deposits as my salary grew. Source: over 1 year ago
Also about Betterment: they too started offering crypto at exactly the wrong time, but unlike M1 they have the decency to hide it from view! If I go to betterment.com now, I don't see any reference to crypto on the main page unless you scroll all the way down to the site map at the bottom. That's something else that M1+ could offer:. Source: over 1 year ago
Lastly sign up for a free investment app like acorns, betterment.com, robin hood etc. Once you've got your budget setup dump everything else into those when combined with your credit card buffer you can always pull back out or preferrably reduce next months investments if you find yourself low on funds one month. Source: almost 2 years ago
There are muuuuuuch better options today that Edward Jones. Your "local guy" makes a living adding maintenance costs to your account. The original poster here could do really well by checking out betterment.com and just following the on-screen prompts (they offer IRAs, too). Next time you meet with your local guy, ask him how much (the exact dollar amount) he's made from the fees on your investment account...and... Source: about 2 years ago
AND CO - AND CO helps freelancers, entrepreneurs and other small businesses run their business smarter.
Wealthfront - Automated, low cost investment service
FreshBooks - The ideal accounting software for small business owners.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Toggl - Toggl is an online time tracking tool. It features 1-click time tracking and helps you see where your time goes. Free and paid versions are available.
HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.
