Bonsai
AND CO
FreshBooks
Toggl
Rymotely
Stripe
Azendoo
Hours
Plaid
Verafin
QuoteMedia
Digital Insight
Ensenta
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Banno
Dianomi
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 PlaidNo features have been listed yet.
Based on our record, Plaid seems to be a lot more popular than Bonsai. While we know about 78 links to Plaid, we've tracked only 2 mentions of Bonsai. 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
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 10 months ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 12 months ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: about 1 year ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: about 1 year ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: about 1 year ago
AND CO - AND CO helps freelancers, entrepreneurs and other small businesses run their business smarter.
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
FreshBooks - The ideal accounting software for small business owners.
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
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.
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.
