360Onboard
vs Bonsai
Both platforms cover client intake, agreements, projects, and billing. Compare Bonsai’s business-management tools with 360Onboard’s guided onboarding, platform access, and client review workflows.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | Bonsai |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | BonsaiCustom forms |
| Agreements & e-signatures | 360OnboardE-signature stepsHow it worksAdd an agreement to the onboarding flow and collect the client’s signature. Explore this feature | BonsaiContract signingDetails & sourceUse contract signature blocks, including multiple signers. Read Bonsai’s documentation |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | BonsaiForm uploads & portalDetails & sourceCollect uploads in forms and share files through the client portal. Read Bonsai’s documentation |
| Sell packaged services | 360OnboardOne-time & recurringHow it worksPublish service offers to selected clients or all clients. Connect the purchase to an invoice and a delivery template or playbook. Explore this feature | BonsaiProposal packagesDetails & sourceOffer a single service, a choice of packages, or multiple selections. Read Bonsai’s documentation |
| Platform-access requests | 360OnboardGoogle, Meta & moreHow it worksUse Google account connections and guided sharing steps for Meta, websites, storefronts, and other supported platforms. Availability and approval steps vary by provider. Explore this feature | Bonsai—Not documentedDetails & sourceA provider-specific access-request catalog was not established in the reviewed product pages. Read Bonsai’s documentation |
| Client portal | 360OnboardBranded for each clientHow it worksShare the client’s projects, files, conversations, services, and invoices in a branded portal. Portal availability and capacity depend on your plan. Explore this feature | BonsaiClient portalDetails & sourceShare projects, documents, invoices, and client collaboration. Read Bonsai’s documentation |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | BonsaiProjects & tasksDetails & sourceManage projects and tasks alongside time and budget tools. Read Bonsai’s documentation |
| Creative file reviews | 360OnboardImages, PDFs & videoHow it worksCollect annotations on supported images and PDFs, and timestamped feedback on video or audio. Keep comments with their original version. Explore this feature | Bonsai—Not documentedDetails & sourceFile sharing is documented. Image/PDF annotations and timestamped video review were not established in this portal guide. Read Bonsai’s documentation |
| Website annotation | 360OnboardComments on the pageHow it worksPlace feedback on supported website review surfaces. Some websites block embedding or require a separate sign-in. Explore this feature | Bonsai—Not documentedDetails & sourceA native website-annotation workflow was not established in the reviewed portal documentation. Read Bonsai’s documentation |
| Invoices & payments | 360OnboardInside the client portalHow it worksCreate invoices, offer connected payment options, and record external payments with the client relationship. Explore this feature | BonsaiInvoices & payments |
| Recurring client billing | 360OnboardSubscriptions & invoicesHow it worksSell recurring services with supported auto-charge or auto-issue billing. Payment-provider setup and fees still apply. Explore this feature | BonsaiRecurring & subscriptionDetails & sourceBonsai distinguishes recurring invoices from subscription invoices that charge automatically. Read Bonsai’s documentation |
| External AI assistants · MCP | 360OnboardAcross the client workflowHow it worksConnect a compatible assistant to supported onboarding, response, task, message, file-review, meeting-note, service, and invoice actions. Tools follow account permissions. Explore this feature | BonsaiBonsai MCP · betaDetails & sourceConnect assistants to supported projects, tasks, contacts, documents, invoices, and other tools. Read Bonsai’s documentation |
Documented capability↔ Different approach— Not established in the reviewed docs
“Not documented” does not mean unavailable. Confirm plan limits and any connected tools you need. Official sources reviewed October 15, 2026.
Bring the whole
client workflow together.
Choose 360Onboard when you want client onboarding, account access, deliverable reviews, and ongoing work in one connected experience.
See the complete workflowBonsai combines client management with proposals, contracts, project work, time tracking, and financial operations.
Explore BonsaiTry the same client in both.
Sell a recurring engagement, collect onboarding details, review a client file, and ask your assistant to prepare the next invoice.
Create the request, assign the task, review the file, and check what your AI assistant can actually do.
Find the next request, submit feedback, and locate the service and invoice.
Check team seats, portals, response limits, AI usage, and any extra tools or processing fees.
A few useful distinctions.
Does Bonsai have MCP too?+
Yes. Bonsai documents an MCP server in beta. Compare the supported operations and permissions in both products; an MCP connection alone does not mean every workflow is identical.
How should we compare financial features?+
Separate client billing from accounting and internal profitability. Test the invoices, subscriptions, payment options, time, and budget tools your agency actually uses. 360Onboard’s client billing does not claim to replace every accounting tool.
Can we move our existing client work over?+
Start with a sample client and map your agreements, files, active tasks, and billing. Confirm the setup or import needed before moving live work, and keep your existing records.
Considering another platform?
Compare the same features across the other tools on your shortlist.
