Bonsai’s all-in-one product suite with smart automation lets you focus on your passion, not your paperwork. Bonsai integrates and automates every step of your business so it runs seamlessly - from proposal to tax season.
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| Segment |
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|---|---|
| Deployment | Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
I am a small web design and marketing business owner/freelancer and being as this is my first experience running my own business, Bonsai has been a total lifesaver! The convenience and simplicity of the platform have made accounting and invoicing a piece of cake. I highly recommended it to any first-time freelancer!
The fees are the most unfortunate thing. Consider we pay for a monthly subscription, the online banking fees seem unnecessary.
Accounting, invoicing, Contracts, Timesheets. Literally of the problems.
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 love that I am able to track my time automatically and manually and be able to send invoices to bill my clients as a freelancer
I love everything so far there is nothing not to like about Bonsai
I love being able to solve the issue of invoicing
It's affordable for a small freelancer (annual discount). Makes me look professional and sophisticated while working in my pajamas on my laptop. Keeps all my client contracts, forms and invoices in one place. I can use my own logo.
I wish they offered different font selections for signing the contract. That's the only thing I don't like! Everything else is AMAZING! (They did add TONS of font options for contracts, maybe they will add new fonts for Signatures also.)
When I started freelancing, I was using 3-4 different platforms/applications to onboard and manage my clients. Venmo, Google Forms, MS Word - it was a mess! And a maze. I had to make myself a flow chart so I didn't get confused lol, imagine how my clients felt. Now everything is all in one place and has my logo on it. I love that it presents a professional, integrated look to my clients and it streamlines everything for me as well. Massive win-win! I also love that clients can pay their invoices directly within the invoice and I don't have to also have Quickbooks.
I like that I can send out proposals, you can see when a client has viewed and accepted it and it automatically has an invoice for it. Super handy and i can track all my projects.
That i cant just send out quotes on it, I have to do a project and send out a proposal from there.
Tracking projects, solving the issue of proposals also. Clients can easily view the proposal and its easy to read.
I love that Bonsai gives me all of the tools in one place! I use their accounting system, contracting, and invoicing. All of my admin is in this one app designed for freelancers like me.
I wish I could link Bonsai with Airtable
Contracting, e-signing, invoicing, managing payments from clients, accounting, and taxes. With Bonsai, I was able to start my freelance agency with healthy business operations from the start.
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.
Bonsai is a straightforward and effective piece of software - I loved how simple they kept it and how easy it was for me to navigate through the system. It offers an invoice system, a way to store your client information, add projects, which is every freelancer or agency's dream. With the invoice system, you can invoice your clients in almost one click. If you want to be paid hourly, they have a time tracking software with a timer and a way to manually add hours. Finally they have a task system, which provides a straightforward way to organize your projects.
I liked everything. However, what really needs to be added is a way to support more payment methods; Payoneer and Transferwise (Wise) are good examples; I sadly don't have Paypal or Stripe to test the Payments feature.
I am not a very organized person, I admit it. However, with Bonsai's UI design, I felt delighted when I added the list of my clients. Bonsai has an elegant dashboard that gives you an overview of how your business is doing and which invoices need to be paid. As a co-founder of an Agency, I wanted a simple way for my other co-founders to see everything going on the agency, I was able to do that with Bonsai.
I love how their aesthetics look clean and the proposals have the right amount of customization. I was able to put sections in the order I wanted and set up is super easy. I've tried other similar platforms and always came back to Bonsai.
Some of the automation features aren't as nuanced as I need them to be. But I know they listen to their community very well and have faith they'll fix it.
Keeping track of proposals and payments. It makes making money so much easier. Now with the automation features it'll make it even easier to onboard clients.
I like how its interface is not overwhelming unlike Dubsado!
I'm looking forward to you adding more powerful features to Tasks like assigning a task to 2 or more collaborators.
I saved time and energy by not maintaining so many databases for proposals, contracts, invoices and tasks.