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Bonsai
Everything you need to run your business.
4.4

( 93 )

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Bonsai Reviews & Product Details

Bonsai Overview
What is Bonsai?

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.

Company Bonsai
Year founded 2016
Company size 11-50 employees
Headquarters San Francisco, California
Social Media
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5.0

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Bonsai Product Details
Segment
Small Business
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
Bonsai Features
Approval Workflows
Audit Trail
Automated Invoicing
Bank Reconciliation
Batch Processing
Client Management
Contact Database
Credit Note Management
Custom Fields
Customizable Templates
Discount Management
Document Storage
Electronic Payments
Expense Tracking
Integration with Accounting Software
Invoice History
Invoice Scheduling
Late Payment Reminders
Mobile Access
Multi-Currency Support
Multi-language Support
PDF Export
Partial Payments
Payment Tracking
Project Billing
Recurring Billing
Reporting and Analytics
Role-Based Access Control
Tax Calculation
Time Tracking
Bonsai Media
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Bonsai Screenshots
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: December 01, 2025
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93 Bonsai Reviews
4.4 out of 5
Small Business (50 or fewer emp.)
Aug 04, 2021
 Source
Overall Rating:
5.0
BS
Bre Anne S.
Owner Of Soulful Media, Co.
Share
"Best Thing to Happen to Freelancers"
What do you like best about Bonsai?

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!

What do you dislike about Bonsai?

The fees are the most unfortunate thing. Consider we pay for a monthly subscription, the online banking fees seem unnecessary.

What problems is Bonsai solving and how is that benefiting you?

Accounting, invoicing, Contracts, Timesheets. Literally of the problems.

Small Business (50 or fewer emp.)
Jul 28, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
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"Their customer service redeems any problems I've had. They are always open to critique and helpful"
What do you like best about Bonsai?

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

What do you dislike about Bonsai?

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.

What problems is Bonsai solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jul 23, 2021
 Source
Overall Rating:
5.0
Oshane H. avatar
Oshane H.
Publisher
Share
"Best Freelancer/ Business Management Tool"
What do you like best about Bonsai?

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

What do you dislike about Bonsai?

I love everything so far there is nothing not to like about Bonsai

What problems is Bonsai solving and how is that benefiting you?

I love being able to solve the issue of invoicing

Small Business (50 or fewer emp.)
Jul 23, 2021
 Source
Overall Rating:
5.0
CK
Catharine K.
Social Media Marketing Coach / Content Creator / Owner Of Broken Record Social
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"Get Bonsai If You Want to Level Up Your Client Game!"
What do you like best about Bonsai?

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.

What do you dislike about Bonsai?

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.)

What problems is Bonsai solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Jul 05, 2021
 Source
Overall Rating:
5.0
JM
Jessica M.
Graphic Designer
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"Love it!"
What do you like best about Bonsai?

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.

What do you dislike about Bonsai?

That i cant just send out quotes on it, I have to do a project and send out a proposal from there.

What problems is Bonsai solving and how is that benefiting you?

Tracking projects, solving the issue of proposals also. Clients can easily view the proposal and its easy to read.

Small Business (50 or fewer emp.)
May 26, 2021
 Source
Overall Rating:
5.0
Kaitlyn F. avatar
Kaitlyn F.
Founder
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"Bonsai Covers Everything I Need for My Freelance Business"
What do you like best about Bonsai?

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.

What do you dislike about Bonsai?

I wish I could link Bonsai with Airtable

What problems is Bonsai solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Apr 25, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"All-in-One"
What do you like best about Bonsai?

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

What do you dislike about Bonsai?

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

What problems is Bonsai solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Apr 20, 2021
 Source
Overall Rating:
5.0
Ebrahim H. avatar
Ebrahim H.
Ceo
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"Used it for curiosity, Stayed for the awesomeness."
What do you like best about Bonsai?

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.

What do you dislike about Bonsai?

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.

What problems is Bonsai solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Apr 09, 2021
 Source
Overall Rating:
5.0
Francesca Ricci P. avatar
Francesca Ricci P.
Copywriter, Email Marketing Specialist, Brand Strategist (Story Brand)
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"Don't use anyone else!"
What do you like best about 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.

What do you dislike about 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.

What problems is Bonsai solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Jan 28, 2021
 Source
Overall Rating:
5.0
Katherine C. avatar
Katherine C.
Financial Coach | I Help Put The Financial "Win" Back To Pinoy Breadwinners
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"My bestfriend in scaling my consulting business!"
What do you like best about Bonsai?

I like how its interface is not overwhelming unlike Dubsado!

What do you dislike about Bonsai?

I'm looking forward to you adding more powerful features to Tasks like assigning a task to 2 or more collaborators.

What problems is Bonsai solving and how is that benefiting you?

I saved time and energy by not maintaining so many databases for proposals, contracts, invoices and tasks.