Bonsai Reviews & Product Details

It allows me to manage my proposals, invoices and payments all in one place. I also like that I can manage my services, packaging, contacts. I also think the scheduling too, forms and expense tracking tools are handy as well.

I don't dislike anything but I wish that you could export your contacts and form responses into csv files.

It allows me to have all of the key things i need for my business in one place. It definitiely helps me track tasks, contracts, and proposals.

I like the template proposals that are offered for each type of project which I can engage in with my accounting clients.

At the current time, I do not have much I dislike.

Streamlining sending proposals to potential leads and keeping track of which potential clients are leads and which are clients

I can easily issue online-payable invoices from the account where my money sits in checking. It's extremely convienet and simple. Importantly, I can choose to pass the cc processing fee on to my client.

The graph that they display to chart income and expenses is hard to read, and not very helpful.

Bonsai serves a one-stop shop for running a small freelance business.

The ability to integrate with multiple SAAS's.

Lack being fully functional from the website.

It's helpful when it comes to generating invoices, integrating with Quickbooks and Harvest, also time tracking freelance worker hours.

Ease of creation of invoices and the ease of sending them to clients

Many features I don't use. Just needed a simple invoice creator

Creating invoices , sending reminders, managing invoices

Simple to use, creates a very professional experience for clients, and they keep adding new features all the time.

Some of the navigation is a little confusing at times and the mobile app isn't as powerful (full-featured) as the mobile web experience.

Creating proposals, contracts, and invoices. Bonsai has all of these plus more under one umbrella. You can keep track of all your clients and projects easily as well as track you business finances all from one app.

Bonsai is the most intuitive freelance tool I've ever used. I've used all the different freelancing tools out there from Quickbooks, AndCo, Square, Due, Invoicely, etc. and none compare to how feature-packed Bonsai is. It has all the features you would need to have a service-based business, including invoicing, time tracking, proposals, contracts, accounting (+tax estimates). It's the best tool for a Sole Proprietor by far without having to pay the annoying fees their competitors charge. It keeps me extremely organized.

I wish there were more support for non-Sole Proprietor users. I genuinely love using this tool, from the UI to all the different features, but the fact that if I scale my business, I'll eventually need to migrate off this to a more enterprise-supported tool like Quickbooks is unfortunate

I originally found Bonsai because I needed a tool to invoice my clients. I was new to starting my business, so doing this easy and fast was a priority of mine. When I signed up with Bonsai, I found that not only do they handle the invoicing, but they have a complete workflow for leads built-in. You can input a lead as a company and create multiple proposals, contracts, and invoices all under the umbrella so that you can manage multiple agreements and contracts. All of which is fully customizable, and their latest features allow you to automate the steps.

I like the customer service and how specific I can make everything.

I dislike that sometimes the software just doesn't work. I'll go to change an email or update a contact and it never saves.

Bonsai helped me have everything I need to run my business in one place. It seemed nearly impossible to do before I found it. The benefits are very specific to freelancers

I can run my tracking, invoices, expenses, and project management in one login.

Would be ideal if the subscription was billed in CAD, not USD.

Time Management and Expenses. I used to always lose hours or expenses associated with a client. With the clean Bonsai user interface, I can track my clients at all stages of the project.

The pre-packaged contracts/proposals and integrations with signatures.

I don't need Time Tracking or Task Management - other tools do a better job but I understand why Bonsai has them.

Keeping projects properly managed with milestone sign-off and transparent goals. I tie my sprints to invoices and get sign-off so we don't have any billing disputes.

We create, send and track online project proposals to potential clients easily. There are many templates and customizing features to make our proposals look professional and we receive feedback on progress of our proposals. We are able to track expenses on project, we get tax estimates and recurring payments are done automatically in the system. Bonsai is also available across platforms so we input data and get insights wherever we are.

Bonsai has so many hidden features that one to make full use of them needs to be trained and it costs us to train our staff.

We easily manage projects from online proposal creation, time tracking on a project, invoicing and expense tracking. Most of these are automated in Bonsai.

How easy it is to keep track of all my documentation related to projects and clients.

Honestly, not much! Would like venmo integration perhaps!

Contracts was a big one. Keeping track of all my invoicing is super helpful too when i have multiple clients.

Makes handling the legal and financial aspects of freelance work much easier.

Its a bit more expensive that I would like but worth the cost.

It helps me easily create proposals, contracts, and invoices as well as collect payments.

I like how easy it is to generate quotes, contracts, and invoices.

I wish the money tracking was a bit simpler to use.

I can easily manage my clients tasks and collect payments.

Bonsai has helped me streamline my business with contracts, proposals, time tracking and invoicing all in one spot. Automated invoice reminders are also super helpful. The user interface is very clean and easy to use, and the customisation options for branding are great.

I wish Bonsai had support for Australian banks as I need to add all my expenses manually, which is very time-consuming. Also, every time I download my invoice reports it downloads all instead of a date range. The pricing is quite expensive for Australian users due to the exchange rate.

Contracts, proposals and invoices all in the same spot. It has streamlined my process and made everything easy to access. Time tracking would be helpful if there was an option to track towards a project that has already been paid (ie. to see the hourly rate of the project), in addition to billable ones.

It is an all-around tool designed for freelancers! I loved all the of the great features, like billing & document creation but most importantly time tracking. Did I mention the beautiful UI!! I needed something fast and also had the option to be a desktop app. So far so good with Bonsai.

I didn't like the lack of language support. I work with clients all over the world.

Tracking the time for various clients.

Bonsai has helped me organise my work as a freelancer very well, I used to lose track of hours worked and could not find my invoices, now i is all in the same place

I don't like using the web interface, but I enjoy using it on the iphone app as well as using the integrated mac time tracker. I think there is no need for so many options.

Organising my work as a freelancer

Easy and Effective system for sending invoices and contracts.

I dislike the charges for recieving money sooner.

One stop shop for accounting, contracts and invoices.

great for scheduling, CRM, invoicing, quotes/proposals, collecting payments and handling bookkeeping. It is my one-stop-sho for my small project management business. Highly recommended. High ease of use, easier implementation, fast and timely customer support as I use the app every day for my business needs.

They really need to improve the tasks and workflow of project such that the cliet portal becomes a dashboard for clients to see progress and the over timeline like in Notion. I really am at the end of my rope with asking for this essential update.

It is my CRM, client intake tool, time tracker, invoicing tool, scheduler too, proposal creator - all in one. I am captivated by user-friendly interface, it literally calms me while i am working to see the vegetative leaves. I dont have the time, energy or budget to get anything fancier. I tried 17Hats, but the interface was so problematic, I left.

Their customer service team is responsive, helpful, patient, and kind. They always respond to queries within a day or two. It's also easy to use.

It took a couple of weeks to get my Bonsai payments coming through. New account holders should expect an initial delay while the credit card company is verifying their bank information.

It tracks all financial information for my business in one place. Invoice management is simple and straightforward for all.