About Bonsai

Bonsai is a cloud-based solution, which helps small to large businesses create client proposals, manage ongoing projects, track development time, generate payment invoices, and estimate taxes. The platform offers various features such as multi-currency and project billing, reporting, accounting, questionnaires, expense tracking, and pre-made templates.


Key benefits of Bonsai

Invoicing: Automate invoicing from creating to sending to reminding. Global invoicing options and smart features gets freelancers paid faster.

Proposals: Win more clients, get fast approval, and look professional with Bonsai's streamlined proposals.

Contracts: Protect your business with vetted contract templates, electronic signatures and auto reminders.

Accounting: Keep a pulse on your business finances with expense tracking, profit/loss reporting, and tax estimates.

Forms and Automations: Improve your client experience with reusable custom client intake forms and project-ending surveys.

Client CRM: Run your business efficiently with lead/client management, project organization, and contractor collaboration

Time-Tracking: Track your hourly- or project-based billing with our cross-platform tracker

Task-Tracking: Simple and easy task tracker allows users to add tasks in seconds, integrate with your timers, and add include collaborators.


Images

Bonsai Software - Bonsai Dashboard
Bonsai Software - Bonsai Contract Builder
Bonsai Software - Bonsai CRM
Bonsai Software - Bonsai Invoicing
Bonsai Software - Bonsai Accounting Dashboard
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Bonsai Software - Bonsai Dashboard
Bonsai Software - Bonsai Contract Builder
Bonsai Software - Bonsai CRM
Bonsai Software - Bonsai Invoicing
Bonsai Software - Bonsai Accounting Dashboard

Not sure about Bonsai? Compare with a popular alternative

Bonsai

4,6 (71)
VS.
Highly reviewed

Starting Price

US$24,00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

108
76

Integrations

12
6

Ease of Use

4,5 (71)
4,6 (25 028)

Value for Money

4,3 (71)
4,5 (25 028)

Customer Service

4,3 (71)
4,3 (25 028)
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Reviews

Overall rating

4,6 /5
(71)
Value for Money
4,3/5
Features
4,3/5
Ease of Use
4,5/5
Customer Support
4,3/5

Already have Bonsai?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 71
Charles Abraham
Charles Abraham
Overall rating
  • Industry: Graphic Design
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Why I use Bonsai

Reviewed on 2023/05/11

Its been a game changer and it helped me scale my bsuiness.

Its been a game changer and it helped me scale my bsuiness.

Pros

Bonsai is easy to get started, and I was up and running in no time. I like how easily I am able to create and send invoices to my clients.

Cons

I wish there were a chat widget feature that I could install on my website similar to Sharpspring or HubSpot. Perhaps some collaboration with Webflow.

C
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent customer/client management for solo starting out, hope Bonsai grows with small biz

Reviewed on 2023/12/08

I'm glad to have found this platform, have appreciated the ways it streamlined some of my business...

I'm glad to have found this platform, have appreciated the ways it streamlined some of my business and remain excited about its potential. I've looked at many industry specific platforms for my service industry and they all were clunky or extremely expensive. I don't need industry-specific software though, I just need a clean, easy to use project / client management platform where I can send invoices/contracts and schedule client appointments.

Bonsai has some stand-out features, among the best are its scheduling and client portal (to allow clients to view an invoice or uploaded files). Bonsai works great with apple/mac/iphone OS calendar and is very useful for client onboarding / invoicing.

I would love to see Bonsai develop additional features for growing businesses, even if that involved a modest add-on fee (so long as the add-on fee didn't get carried away,)

Pros

There is a lot to appreciate with Bonsai starting with a very nice graphical interface. Most features are super easy to roll out (with the notable exception that incoming payments are frozen for the first 2 weeks plus). The online scheduler works excellently and plays very nicely with macs. The client portal is very attractive and an easy way to share invoices / files.
There are lots of great starts to automate common tasks (e.g., when a client signs a contract, send the invoice) I felt like Bonsai is a 10/10 (or close) for a very small solo just getting started. If you have a handful of clients / projects a month and work alone, this will justifiably wow and make things beautifully smooth.

Cons

Solo / freelancers are Bonsai's target. Many features just don't seem to work for or consider a small business with any employees. It also doesn't seem to have features suitable to handle businesses with high volume of anything (no way to track/run reports)
Although there are options to add "team" members for a monthly fee, Bonsai doesn't really recognize that a business owner might need to set user permissions or have employees involved in some but not every aspect of a business. For example, users can only be designated "partners" with access to every financial detail or "collaborators" who can do next to nothing in the platform besides view an already created project. I need an assistant to create projects, send out contracts and invoices but not be given a key to the company's entire financials. Currently there is no way to do this.

Contracts cannot be sent without a company signature and the signature cannot be pre-populated. We're still trying to work around these limitations.

Bookkeping automatically logs processing fees as expenses and can track other manually inputted expenses but cannot track multiple bank accounts / check writing, payroll, etc.

Alternatives Considered

CaseFox, MyCase, Daylite for Mac and Bookly

Reasons for Switching to Bonsai

Bonsai has a much cleaner interface, very easy entry (easy to navigate, no steep learning curve), dramatically smoother syncing with ical for macs and affordable monthly price.
Brandon
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Great interface, poor quality, money grabbing company

Reviewed on 2024/02/19

If you’re a freelancer looking for something to get started very quickly, then Bonsai will be...

If you’re a freelancer looking for something to get started very quickly, then Bonsai will be great. If you are growing beyond that, I would consider looking elsewhere. They are not scaling to support that type of customer, and it’s too easy for them to find new ways to grab more money for the same or fewer features, some of which don’t work.

Pros

Bonsai makes it easy to get started as a freelancer. Proposals, contracts, and payment processing is made easy.

Cons

In the 5 years I’ve been using Bonsai, they have introduced only two net new product features. One of which is Bonsai Payments, which is a competitor to Stripe, which they already supported. The second, Bonsai Tax, which stripped some existing and included functionality from the original offering and turned it into an add on feature for an extra $100/year. They have revamped some existing features, but they lack execution, and there are very obvious gaps in product requirements that have yet to be filled. I report a new bug almost every single time I log in, and every single time it’s confirmed by the product team. They’ve raised prices by >150% in only a few years and not improved the platform enough to warrant that.

Jackie
Overall rating
  • Industry: Graphic Design
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Bonsai keeps me a loyal customer!

Reviewed on 2023/05/15

Bonsai has been very essential to my freelance career when I was part time to now being a full time...

Bonsai has been very essential to my freelance career when I was part time to now being a full time freelancer. When starting out, I just needed the essential tools - invoicing, accounting, time tracking, contracts and proposals - which Bonsai offered immediately. Down the line, they added new features that boosted what I can also add to my workflow management such as forms, scheduling and now a cool project board view besides the generic list view! It allowed me to have a business debit account while major banks require small businesses to be active for a certain amount of time before qualifying for a business account. Overall - NO FRILLS, but still A GEM.

Pros

Very straightforward, simple and user-friendly. Everything a freelancer or contractor needs to keep their small business financially organized is in Bonsai.

Cons

I hope the mobile and desktop app would be expanded. The browser app is cool, but I would love to just click onto an app icon to access my dashboard without having to get on Chrome. Might also be great to have a client be able to access and view their mini portal on Bonsai without creating an account - this way they can view the active project I'm working on with them and access invoices.

Mike
Overall rating
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Bonsai improved my business 100%

Reviewed on 2023/03/19

Before Bonsai I was using many programs for proposals, CRM, invoicing, and contracts. Since...

Before Bonsai I was using many programs for proposals, CRM, invoicing, and contracts. Since switching to Bonsai I honestly have to say that I have saved several thousand dollars per year and my life has been much easier and more organized. Bonsai has systems that have automation so if a customer does one particular item the Bonsai system will automatically send an email with a form that I would like my customer to submit. Bonsai is definitely a game changer and I would highly recommend any business owner to look at their system and hopefully see the benefits that they can receive by using Bonsai.

Pros

Bonsai makes everything extremely streamlined and very easy and user-friendly. From the time I input a lead to creating the proposal to invoicing the customer and finalizing the project, Bonsai makes everything hassle-free and extremely easy.

Cons

The only suggestion I would have or like to see for Bonsai would be for them to allow me as the business owner to arrange the look and feel of how my customer dashboard is arranged.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Bonsai

Bonsai offered a free trial for their processor and I was immediately interested because everything was handled through Bonsai and no additional work was needed.

Reasons for Switching to Bonsai

Bonsai is made for the small to medium size business owner and there was no need for the outrageously over priced salesforce CRM.
Showing 5 reviews of 71 Read all reviews

Bonsai FAQs

Below are some frequently asked questions for Bonsai.

Bonsai offers the following pricing plans:

  • Starting from: US$24,00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Bonsai has the following typical customers:

Self Employed, 2–10, 11–50, 51–200

Bonsai supports the following languages:

English

Bonsai supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Bonsai integrates with the following applications:

Calendly, ClickUp, Gmail, Google Calendar, Google Drive, Google Sheets, HubSpot CRM, QuickBooks Online, Slack, Trello, Xero, Zapier

Bonsai offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat

Related categories

See all software categories found for Bonsai.