Bonsai Reviews & Product Details

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.

The user experience is simply and straight forward even for a new business owner``

Nothing is least helpful. There are no downsides.

I can keep track of my client contacts,scheduling, and billing in one place,which helps me stay organized.

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.

I like its usability and functionality. Very easy to use and streamlined.

I don't dislike anything about the product at the moment.

Bonsai is helping the business with its contract management, billing and invoice management for the business. Ho

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.

Very user-friendly while still robust software for small businesses. It makes my business look more professional towards my clients. I love the fact that I can send a proposal, contract and invoice from within one platform. Automatic invoice reminders and their management are a great feature as well.

I think there is still room for improvement. If it could integrate with QuickBooks Self-Employed version it would be a massive bonus going forward. Also, being constantly logged out from the portal on my desktop or mobile app is a little bit annoying.

As a self-employed person I have a need for a business management tool that does it all for me. From managing clients, proposals, contracts and billing, all under one roof. Brilliant. Room for improvement though.

Bonsai's time tracking features, invoicing, and contracts are all set up in mostly user-friendly ways that make it easy for me -- a freelance copywriter -- to manage my hectic work schedule and invoicing. I can toggle between multiple projects at once with the platform, which is great.

There have been some glitches while using - for instance, my hours once stopped showing up past a certain date, which - had I not noticed - would have lost me money during invoicing. The good news is that I reached out to customer service and they had the glitch fixed promptly. Another downside is that there is not an easy way (that I've found) to keep track of retainer payments. Several of my clients pay me monthly and then it's helpful for me to track time spent, without having to input a dollar amount on the invoice. I've found a way to make it work, but it's not intuitive on the platform. There are a few features of Bonsai that require personal workarounds like these.

Manages my invoices; allows me to track time easily; keeps track of my hours across multiple projects; keeps track of expenses; allows clients to pay me through the portal if they choose; sends auto reminders to clients on my behalf.

easy to use, with a clean and simple interface that makes it easy for users to access the tools they need and it offers a range of templates and customization options, allowing users to tailor their proposals and contracts to their specific needs.

currently does not offer a mobile app, which may be a drawback for users who need to manage their work on the go.

provides a suite of tools and services that help me to manage their work more efficiently, from invoicing and time tracking to proposals and project management.

I like that I can have everything I need for my clients in one place. Their contract, proposal, and invoice is organized, and they can pay directly through the platform. Plus, I can track my time if I have a project that goes over the alloted number of initially-quoted hours.

Sometimes the editing is difficult for the contracts and I wish it were easier to create templates that aren't connected to a client's account.

I'm solving the problem of sending a million pdfs or Google sheets with this invoice and that proposal and this contract. It looks more organized and professional and sets the tone I want my business to have.

We like the contracts converted into an invoice and being able to accept credit card payments. The free resources were amazing as well for small business owners.

Just didn't quite meet our business needs. We need custom invoices and contracts. We do not have just one set of documents, instead they need to be filled out per project.

Bonsai has impressive templates that are useful and relevant to almost any industry. We've been able to create proposals and track time per project so that we can accurately quote new clients.