# Bonsai

Bonsai is business management software for service firms. It combines client management, proposals and contracts, project management, time tracking, invoicing and payments in one platform. It includes a client portal, reporting and integrations with tools such as QuickBooks Online and Xero. Bonsai is a Zoom company.

Page: https://slateindex.ai/brand/bonsai · data of 2026-11-02

## Facts

- Founded: 2015
- Headquarters: San Francisco, California
- Employees: 11–50
- Company type: Division of Zoom
- Latest funding: Pre-Seed (Y Combinator)
- Best for: Service firms such as creative, marketing, software and consulting agencies that want projects, clients and billing in one place
- Compliance: SOC 2 Type II

## Products

- CRM: Lead and client management with sales pipeline, contacts and a client portal.
- Proposals & Contracts: Estimates, proposals, agreements and forms pre-filled with client data.
- Project management: Tasks, Gantt charts, budgets, timesheets and resource planning.
- Financial management: Invoicing, payments, rate cards, expenses and financial reports.

## Rankings

| Category | Rank | Visibility | Mentions |
|---|---|---|---|
| Proposals & Contracts | 14 of 55 | 7.0 | 12 |

## By engine

| Engine | Visibility | Mention rate |
|---|---|---|
| chatgpt | 10.2 | 18.5% |
| google_ai_mode | 8.2 | 14.8% |
| perplexity | 2.8 | 11.1% |

## Definitions

- Visibility (0–100): how often and how high AI answers name the brand, weighted by position.
- Mention rate: share of collected AI answers that name the brand.
- Share of voice: the brand's mentions as a share of all brand mentions in the category.
- Citation authority: share of answers naming the brand that cite the brand's own site.

Cite as: SlateIndex, “Bonsai AI visibility profile”, https://slateindex.ai/brand/bonsai, data of 2026-11-02. Licence: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).