Bonsai Reviews & Product Details

Quick and easy interface to create a customer profile or send out a contract for signature. Allows sample customer to get experience with how the contracts or invoicing works. Customer support is always quick to repsond. Either same day or the next.

Does not have semi annual taxes. Takes a couple weeks for first couple of payouts which is a long time compared to other processors i've used.

This has time tracking, invoicing works well and able to set different types of contracts is really benenficial.

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 love that Bonsai has all the resources I need and is very affordable.

I wish there were more resources I could use.

Client Management and organization

We are a design as a service company, we need to manage several clients, invoicing and tracking payments, Bonsai has been our best solution for it.

For now, everything works like it shoulhd

Managing invoices, accounting and payment solution

A lot of softwares advertise being an all-in-one resource for freelancers, but, as a freelance designer myself, it was always missing something - until I came across Bonsai. It's minimal, affordable, and super user-friendly. It took me no time to completely set my business up for success compared to other platforms with it's contracts, invoices, taxes, and even tasks taken care of. When I had a question, Bonsai's support team was quick to respond and solve my problem. I use Bonsai every day and look forward to seeing my business grow with them!

I would really like for Bonsai to further develop the task section or develop some kind of integration with Asana. The task section is helpful, but not entirely as advanced as others that I can do without a task management platform.

Becoming a freelancer in 2024, I wanted a program that I could send proposals, invoices, and contracts, keep a record of my receipts and taxes, manage my clients, and keep time for those clients. Bonsai had that in one platform for me so that I didn't have to purchase 3-4 different programs. Although I wasn't originally looking for these things, Bonsai also had banking, forms, and task management which I have utilized since subscribing.

Bonsai is a simple way to create all of your forms, proposals, invoices and so much more all in the same place.

I haven't come across anything about Bonsai that I dislike yet.

Bonsai is one place online that allows me to onboard my clients, get a proposal too them, and invoice them and then they can pay for all of my services online through the Bonsai invoices.

I like it in its entirety. It's full service a covers a broad range of needs, but does so in a very intuitive manner. I moved my business over from Fbooks, and the data transfer was quick and easy and didn't lose a step. If I've had issues the support has been super helpful and quick, it's seriously impressive.

I don't think they're charging in CDN dollars yet. As a Canadian I would like to pay in my own dollars not USA funny money as the exchange is brutal.

It covers a wide range a areas in one service. Previously I had about 3 software to do so.

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.

Bonsai makes my work so much easier. It really helps you from start to finish with getting clients. I have never felt the need to consider another invoicing tool because I love this one. I highly recommend!

With the update the time tracking insights changed and I miss the old version. Other than that I have no compaints!

Bonsai helps me manage my projects and manage my income.