Bonsai vs. Proteus Comparison


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Unlike project management tools or basic time trackers, ClickTime captures labor costs in a way finance can actually use—verified, approved, and complete. For professional services firms: Stop revenue leakage before it happens. Recover billable hours, monitor utilization in real time, and spot project overruns before margins slip away. For finance and ops teams: See where every hour goes, what it costs, and what it delivers. Get complete time and cost data that feeds your ERP, supports R&D tax credits, and gives finance and operations a single source of truth. Why ClickTime is different: - Finance-ready data that stands up to audits and client reviews - Real-time project burn vs. budget alerts to catch overruns early - Instant reports for R&D tax credits, grant allocation 1,203 Ratings Visit Website Expedience Software EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? 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About What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.	About Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience All-in-one business management & financial solution for small businesses & self-employed professionals	Audience Professional project management businesses in the energy, engineering and built infrastructure industries.
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $17 per month Free Version Free Trial	Pricing $35 per user per month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Bonsai Founded: 2016 United States www.hellobonsai.com/	Company Information Xergy Founded: 2019 United Kingdom xergy.com/proteus/
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Categories Accounting Billing and Invoicing Bookkeeping Business Bank Accounts Business Management Contract Management CRM Expense Report Forms Automation Law Firm Accounting Legal Time Tracking Project Accounting Proposal Management Real Estate Accounting Task Management Tax Planning Tax Preparation Time Tracking Workflow Management	Categories Business Management Collaboration Contractor Management ERP Job Costing Oil and Gas Project Accounting Project Management Project Planning Project Tracking Proposal Management Resource Management Time Tracking Work Management
Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Time Tracking Features Automatic Time Capture Billable & Non-Billable Hours Billing & Invoicing Employee Database Expense Tracking Mobile Time Tracking Multiple Billing Rates Offline Time Tracking Online Time Tracking Overtime Calculation Time per Project Reporting Timesheet Management Vacation / Leave Tracking Show More Features Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management CPA Firms Cryptocurrency Support Expense Tracking Fixed Asset Management Fund Accounting General Ledger Government Multi-Currency Nonprofits Payroll Management Project Accounting Purchase Orders Tax Management Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator Bookkeeping Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management Collections Expense Tracking Fixed Asset Management General Ledger Payroll Revenue Recognition Spend Management Tax Management Business Bank Accounts Features Bank Wires Bill Pay Billing & Invoicing Business Credit Cards Checking Account Checks Expense Management Instant Payouts No Fee Payments Rewards Savings Account Spend Management CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Contract Management Features Buy Side (Suppliers) Completion Tracking Compliance Tracking Contract Lifecycle Management Electronic Signature Full Text Search Government Contracts Pre-built Templates Sell Side (Customers) Specialty Contracts Version Control Workflow Management Expense Report Features Approval Process Control Invoice Management Multi-Currency Receipt Management Reimbursement Management Spend Control Time Tracking Workflow Management Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control Real Estate Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Commission Management Contract Management General Ledger Mobile Access Payroll Property Development Management Reporting / Analytics Work Order Management Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View Tax Planning Features Detailed Savings Calculations Export Branded Proposal Export Branded Tax Plan Multi-Entity Planning Multi-Year Planning Proposed Legislation Planning State & Local Planning Strategy & Scenario Comparison Tax Return Diagnostics Tax Return Scanning Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration	Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Time Tracking Features Automatic Time Capture Billable & Non-Billable Hours Billing & Invoicing Employee Database Expense Tracking Mobile Time Tracking Multiple Billing Rates Offline Time Tracking Online Time Tracking Overtime Calculation Time per Project Reporting Timesheet Management Vacation / Leave Tracking Show More Features Collaboration Features Brainstorming Calendar Management Chat / Messaging Contact Management Content Management Document Management Project Management Real Time Editing Task Management Version Control Video Conferencing Contractor Management Features Contractor Database Insurance Tracking License Tracking Permit Tracking Skills & Competencies Task Management Work Hour Tracking ERP Features Accounting Integration Accounting Management CRM Dashboard Distribution Management Enterprise Asset Management Financial Management HR Management Inventory Management Order Management Project Management Purchase Order Management Purchasing Reporting/Analytics Sales Management Supply Chain Management Warehouse Management Job Costing Features Bills of Material Budgeting & Forecasting Change Orders Cost-to-Completion Tracking Invoice Management Overrun Reporting Percent-Complete Tracking Production Cost Tracking Purchase Order Management Quotes / Estimates Time Tracking Work Order Management Oil and Gas Features Compliance Management Equipment Management Inventory Management Job Costing Logistics Management Maintenance Management Material Management Project Management Resource Management Scheduling Work Order Management Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Project Planning Features Agile Methodologies Budget Management Collaboration Tools Due Date Tracking Gantt Charts Kanban Board Prioritization Progress Tracking Resource Management Task Management Template Management Traditional Methodologies Project Tracking Features Collaboration Tools Cost-to-Completion Tracking Gantt Charts Kanban Board Milestone Tracking Percent-Complete Tracking Prioritization Status Tracking Time & Expense Tracking Resource Management Features Capacity Management Data Visualization Demand Forecasting Drag & Drop Employee Scheduling Filtered Search Resource Allocation Skills Tracking Utilization Management Work Management Features Access Roles / Permissions Calendar Management Collaboration Tools CRM File Storage / File Sharing Kanban Messaging / Discussion Performance Metrics Project Management Reporting / Analytics Resource Management Strategic Planning Task Management Time Tracking Version Control Workflow Management
Integrations AI Agent Builder Calendly ClickUp Gmail Google Google Calendar Google Drive Google Sheets HubSpot CRM HubSpot Customer Platform Microsoft 365 QuickBooks Online QuickBooks Online Advanced Slack Stackreaction Trello Xero Zapier Show More Integrations View All 16 Integrations	Integrations AI Agent Builder Calendly ClickUp Gmail Google Google Calendar Google Drive Google Sheets HubSpot CRM HubSpot Customer Platform Microsoft 365 QuickBooks Online QuickBooks Online Advanced Slack Stackreaction Trello Xero Zapier Show More Integrations View All 2 Integrations
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