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.

ShiftFlow is a workforce management platform for small to midsize organizations with deskless employees, with a focus on field service and construction. It centralizes scheduling, GPS based time tracking, job codes, and document storage so crews, sites, and records stay in sync and move cleanly to payroll.

Scheduling tools include templates, copy week, open shifts, shift swap requests with approval, and coverage warnings that highlight conflicts before they cause gaps. Time tracking supports GPS verified clock ins on iOS, Android, and web, optional geofences, and rules for breaks, overtime, and differentials to support labor compliance. Missed punch and late start alerts surface exceptions in real time. Job codes attach hours to projects and phases for cost tracking by job, site, and role, with exportable reports.

The document center stores certifications, safety manuals, SOPs, and site instructions with access controls and expirations. Roles and permissions limit who can view or edit schedules, timecards, and files. Multilingual interfaces help mixed experience crews get up to speed quickly.

Managers gain a live view of who is working, where, and on what task, plus fast approvals for timecards and schedule changes. Crew members can clock in, review assignments, request swaps, and access documents from their phones. ShiftFlow is designed for mobile crews that cannot afford downtime, including contractors, maintenance and repair services, cleaning and janitorial, security and patrol, home care, retail, and hospitality. It replaces scattered spreadsheets with a single system that improves schedule reliability, time accuracy, and handoffs to payroll while reducing administrative overhead.