Software Alternatives, Accelerators & Startups

Pocketsmith VS Bonsai

Compare Pocketsmith VS Bonsai and see what are their differences

Pocketsmith logo Pocketsmith

Smart budgeting & personal finance software

Bonsai logo Bonsai

One platform to streamline your entire business
  • Pocketsmith Landing page
    Landing page //
    2023-10-23
  • Bonsai
    Image date //
    2024-05-03
  • Bonsai
    Image date //
    2024-05-03
  • Bonsai
    Image date //
    2024-05-03
  • Bonsai
    Image date //
    2024-05-03
  • Bonsai
    Image date //
    2024-05-03
  • Bonsai
    Image date //
    2024-05-03

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.

Pocketsmith features and specs

No features have been listed yet.

Bonsai features and specs

  • Project Management: Yes
  • Client CRM: Yes
  • Billing & Invoicing: Yes
  • Team Time Tracking: Yes
  • Collaboration: Yes
  • Client Portal: Yes
  • Contract Management & E-Signature: Yes
  • Proposal Management: Yes
  • Task Tracking: Yes
  • Forms & Surveys: Yes
  • Tax & Bookkeeping Management: Yes
  • Income & Expense Management: Yes
  • Credit Card: Yes
  • Free Document Templates: Yes
  • Quarterly Taxes Estimate: Yes
  • Online Banking: Yes
  • Multi-Currency: Yes
  • Workflow Automation: Yes
  • Scheduling: Yes
  • Resource Management & Planning: Yes

Pocketsmith videos

How to be more productive with money using PocketSmith

More videos:

  • Review - A Quick Tour of PocketSmith

Bonsai videos

Intro to Bonsai

Category Popularity

0-100% (relative to Pocketsmith and Bonsai)
Personal Finance
100 100%
0% 0
Time Tracking
0 0%
100% 100
Accounting
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

Share your experience with using Pocketsmith and Bonsai. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Pocketsmith and Bonsai

Pocketsmith Reviews

11 Best Quicken Alternatives in 2021 (#1 is Free)
PocketSmith started out as a calendar to plan upcoming income and expenses. Today, it’s a full-fledged budgeting app. You can synch your accounts with PocketSmith. Once synced, you can track your budget and you’re net worth. You can also see your income and spending in a handy calendar view.
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
Pocketsmith is a calendar-based financial planner that allows you to look at your upcoming spending, set goals, track your expenses, and pull reports that show you exactly where you stand financially. It will help you maintain a focus on cash flow forecasts while setting goals that help you reach your savings and debt reduction goals. You can add actual spending data from...
Source: ptmoney.com
10 Mint.com Alternatives – Money Apps Fresher than Mint dot com
Hello, thank you for your review. I FINALLY switched from Mint.com after being with it since ’14. I’ve tried just about every app, and after all these years, I have found NONE that compare to Pocketsmith. I honestly think it should be #1 because of the rich features it has. Not only was I able to switch to mint.com and add all my transactions, they all retained every bit of...
Source: wallethacks.com

Bonsai Reviews

7 Best QuickBooks Alternatives for Small Businesses
Next up on our list of QuickBooks alternatives is Bonsai — an all-in-one product suite for freelancers that has some nifty accounting features built in. With Bonsai, you can track your billable expenses by creating an expense, assigning it to a project and attaching those expenses to an invoice. You also can connect your bank account to import your expenses. What’s more,...
Source: www.fundera.com

Social recommendations and mentions

Based on our record, Bonsai should be more popular than Pocketsmith. It has been mentiond 2 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.

Pocketsmith mentions (1)

  • I just learned about this "merge" and i'm gutted. I have 12 years of every dollar spent/earned meticulously categorized and it sounds like their only going to keep 3 years of history? Anyone know if it's rolling? When is the merge going to take place?
    Also a 9+ years Mint user who learned recently about the shut down. I discovered pocketsmith and I've imported all my Mint history easily. There is a free-tier but I decided to get the paid version a try and OMG the software is really great! If your into graphs and customizations, you'll definitely want to have a look at it. Source: 7 months ago

Bonsai mentions (2)

  • How to start a fintech company?
    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
  • Online invoicing/accounting software for international payments?
    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

What are some alternatives?

When comparing Pocketsmith and Bonsai, you can also consider the following products

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

AND CO - AND CO helps freelancers, entrepreneurs and other small businesses run their business smarter.

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

FreshBooks - The ideal accounting software for small business owners.

PocketGuard - PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances.

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.