Bonsai Reviews & Product Details

I love how easy it is to send invoices, create contracts and track payments. Having everything inside one tool is super useful for running my design studio.

Not much at all! I almost wish there was a way for me to use it more!

I use Bonsai to create my contracts, send invoices and keep a track of payments.

I love that Bonsai has proposals, contracts, and invoices - all of which talk to one another! It’s so easy to move a client along from a potential lead to paid invoice. They also make the entire process super simple and clean. So many other software options feel cluttered and clunky but Bonsai has exactly what I need without trying to add too much in. Prior to Bonsai, I was juggling multiple software solutions and PDFs going back and forth to clients. Bonsai eliminated all of that!

I wish it were a bit easier to see what emails are going out to my clients - or to at least have control over what reminders and notices get sent when.

Bonsai makes it super easy to juggle multiple clients and projects and not get lost in the headache of contracts and paperwork. Not only has it saved me time, but it has also increased my professionalism to my clients making them more likely to book gigs with me.

This platform is an excellent way to streamline essentially all you need for freelance work. From projects and tasks to invoices and payments, it keeps all my clients and projects in one place. It's very convenient and easy to use.

The only downside that I have found is that sometimes I cannot do automatic cashout, but I believe that may be a user error.

I am extremely unorganized and have a hard time keeping track of my work and clients. This platform helps me organize clients and leads as well as projects and tasks. The best part is I can also update clients on where work is, and invoice them. Before this, I was using several apps to do the same job so it has made my life a lot easier and more organized.

Bonsai makes creating contracts, invoices and time tracking easier than I could have imagined when I started freelancing. I love that I don't have to think about the legal loopholes for contracts because Bonsai has already created a template that covers the major legal items for me. I jut have to fill in the specifics of the project. I also really love the time tracking for multiple projects organized into tasks. I no longer miss out on time that I forgot to track, and therefore I make more money.

I wish that I could changes times after sending invoices ( if I've made a mistake on timing and need to re-do).

Essentially I am saving time on accounting, crafting invoices, crafting contracts and organizing projects. Which allows me more free time to work on my freelance creative pursuits and in turn make more cash by charging more hours.

I love the fact they are honest with themselves. Just look at their blog and resources and how they compare themselves with others and not completely biased like others. They want to truly give you the best experience you can have with so many tools, I highly recommend trying out their free trial, their support is always nice and willing to help you quickly. Out of all the others, I love the 'minimal, sleek, clean' user interfance.

Honestly the ONLY thing I would like bonsai to include to make it the perfect tool "for me at least, and im sure others" would be to make it 100% white label. They have a white label option which is nice but I would love the choice as a integration, like adding your own domain (C-Name or A) to customize the URL when clients click on any link so it looks like your own system, an example would be TeamWork - but the system is more than just for freelancers so I understand, but it would be an awesome intergration' :)

Bonsai helps me keep track of my hours, add them to the invoice/projects/tasks - they helped me generate an amazing contract and agreement which I could customize. It's also helps me keep track of my clients, what I need to do, and the invoice sending thats generated from all your work.

I love the simple User Interface and all the functions that are connected to each other. You can easily automate processes and have all your information & finances in one place.

There is nothing to dislike about hellobonsai!

I am solving the problem of using multiple software for Client information, billing, Task Management, and Project Management. Hello Bonsai really understands the needs of a freelancer and they thought about every detail. This tool saves me money & time :)

I love everything about Bonsai! It is undoubtedly the tool I've relied on the most to help launch myself as an independent consultant. I love how easy the software is to create proposals, contracts, invoices, time tracking, and generally how beautiful the design is. I love the pricing as well, which I feel is a great value for everything I get in return.

One downside to Bonsai is that it is not as strong on the tax accounting / financial analysis side as my business bank services are. I wish they would expand their software to also help capture business expenses, receipts, etc. so it's truly a one-stop-shop for my entire business.

I've solved the problem of not having any other easy means of generating contracts, time tracking, and invoices. I've realized many benefits, including generating new business as seamlessly as possible and making sure I am paid on time regularly.

Visibility into status of invoice and contracts in the system and pushed through to our slack channel.

The only dislikes are really small nit-picky type of things that are not a big deal. Honestly very few dislikes.

Sending and signing contract in addition to creating and collecting on invoices.

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.

I love how easy Bonsai is to navigate. I do everything from proposals to contracts to time tracking/invoicing/accounting all in one place, and it's super clean and easy to navigate.

The taxes page is a little trickier to navigate than the rest, but mostly just because taxes are complicated. Not Bonsai's fault.

All my client management is in one place. The contract and proposal templates are super helpful and super customizable. Everything is flexible to work with the needs of my business.