Bonsai by Zoom logo

Bonsai by Zoom

Accounting SaaS · SaaS

Overview

Employees

42

Founded

2015

Revenue

$4.2M

Location

San Francisco, California, United States

Industry

information technology & services

About

Bonsai by Zoom is a comprehensive client engagement and business management platform tailored for freelancers, solopreneurs, and small service-based businesses. Founded in 2015 and headquartered in San Francisco, California, Bonsai streamlines operations by integrating essential business functions into a single workspace. The platform supports over 10,000 agencies and consultancies, serving more than 500,000 freelancers and agencies globally.

Bonsai offers a range of services, including client management with branded portals, project tracking, time tracking, automated invoicing, and expense management. It features seamless integration with Zoom, allowing users to sync meetings and access AI-powered summaries. The platform is designed to replace the fragmented tools often used by freelancers, providing an intuitive interface that simplifies workflows from client onboarding to payment. Bonsai is backed by Y Combinator and Stripe, ensuring reliable payment processing and infrastructure.

Technologies(46)

Google Search ConsoleMixpanelApple Business ManagerGoogle WorkspaceCloudFlare CDNCloudflare DNSApple School ManagerSendgridTwilio SendGrid Email APIBrevoTwilio SendGrid Email Marketing CampaignsGmailGoogle MeetZoom MeetingsWebflow Hosting
Show all 46 technologies
OpenAIStripeCloudFlareAmazon CloudFrontHTTP/3LivestormjQuery CDNHSTSjsDelivrBing Webmaster ToolsOpen GraphGoogle Hosted LibrariesViewport MetaBingSegmentZoom EventsHubspotWebflowTwilio SegmentGoogle Font APIiubendajQueryTrident ABHREF LangJiraMobile FriendlyAmazon AWSMicrosoft ExcelGoogle SheetsSysTools VBA Password RecoveryJava

Keywords(158)

freelancersemploymenttechnologyinformation & internetexpensesfinancial reportscontract managementproject managementclient feedbackclient relationship managementbusiness growth platformproposal builderautomationit servicesworkflow automation
Show all 158 keywords
client portalexpense trackingclient onboarding automationfinancial managementcrmclient relationshipservicesinterior design business softwareclient management softwarebusiness budgeting toolsclient communication automationpaymentsdigital marketingproject profitability analysisworkflow integrationteam collaborationarchitecture project managementtime and expense trackingclient engagementbusiness process automationreportingclient relationship automationcreative agenciescontractsworkflow optimizationbusiness financial insightstask managementclient onboardingclient communication toolsproject cost estimationbusiness growth toolsfinancial planningcreative agencies softwaremarketing agenciesconsultingbudget trackingteam collaboration toolsinterior designagreementsbilling automationarchitecturemanagement consulting servicesclient portal customizationpayment processinginvoicingestimatesproposal templatesfinancial reportingdesign project trackinglegal practice managementlegal servicesbusiness managementbusiness efficiencybusiness softwareworkflow integration for agenciesprofessional servicescontract e-signaturerevenue managementb2baccountingtime tracking toolstime trackingbusiness operationsformsresource guidesrecurring paymentstimesheetsclient communication platformfreelancer business toolsclient feedback managementconsulting project managementbookkeepingsmall business crmrate cardsinvoice templatestemplatesbudgetingbusiness automation toolsproposalsresource planningcontract templatesclient workflowpayment integrationfinance managementfreelancer invoicing softwarebusiness automationit service business softwareproposal automationbusiness analyticsservice industry softwaremarketing agency managementresource allocation softwareagency workflow automationbusiness insightssmall business softwareclient managementtime management softwareclient communicationproject trackingtask automationbusiness performance analyticsbusiness efficiency toolsfreelancer toolsexpense managementschedulingcollaborationresource managementcapacity managementinvoicesreportsbranded scheduling portalteam rolesquote templatesscope of work templatesbrief templatesreal-time reportsautomated workflowsrecurring invoicespayment remindersintegrationstask prioritizationgantt charttime sheetsretainer agreementsfreelance resourceslegal templatesstreamlined operationsprofessional toolsclient experienceproject insightslead managementwork allocationfinancelegalinformation technology & servicesproductivitysalesenterprise softwareenterprisescomputer softwarefinancial servicesmarketing & advertisingprofessional training & coaching

Industry Codes

SIC 7375NAICS 54161NAICS 513210