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 don't like to overcomplicate things, so having my client CRM, contracts, proposals, invoices, banking, tax tracking, etc is HUGE in allowing me to run my freelance business with less stress.
ACH payments take way too long to process through. I can't wait that long for my money.
Having all my admin tasks in one place is hugely beneficial to me.
Bonsai has helped me streamline my business with contracts, proposals, time tracking and invoicing all in one spot. Automated invoice reminders are also super helpful. The user interface is very clean and easy to use, and the customisation options for branding are great.
I wish Bonsai had support for Australian banks as I need to add all my expenses manually, which is very time-consuming. Also, every time I download my invoice reports it downloads all instead of a date range. The pricing is quite expensive for Australian users due to the exchange rate.
Contracts, proposals and invoices all in the same spot. It has streamlined my process and made everything easy to access. Time tracking would be helpful if there was an option to track towards a project that has already been paid (ie. to see the hourly rate of the project), in addition to billable ones.
The ability to create clients, projects within those, attaching contracts/invoices/timetracking to it. Ability to automate invoicing, reminders. Transparency with invoicing fees for clients. And track invoicing payment - auto and manually.
How the features are tired in membership models. I really needed one feature from the "pro" and now paying $$$ with a suite of features I dont use
Connecting contracts to invoices to timetracking, at a client, project and aggregate level
I love the simplicity of the interface & that I can have my invoices & contracts
Nothing so far! I really like the software
Solving the problem of using too many different softwares
The app is particularly interesting because it enables you to collaborate with others, manage your time spent on projects, and create and track assignments. The ability to send invoices with a variety of options and accept payments online via various payment services is another fantastic feature.
The premium packages can be rather expensive, therefore it would be useful if there was a way to customise the programme to meet specific needs. Another drawback for me is the lack of a mobile app. Additionally, Baonsais customer service has consistently disappointed me, which is frustrating given that it is a technology company.
when managing tasks and keeping track of billable hours. Ive been able to focus more on my actual work because of it. I and other small business owners have found the resources offered by Bonsai to be quite helpful. Bonsai is a superb business management solution that makes workflow for independent contractors, business owners, and small business owners much simpler. For individuals who value productivity and a smooth workflow, despite its somewhat higher price tag, it is a worthy investment due to the capabilities and resources it provides.
The time tracking has been great for providing detailed timesheets to clients.
The only thing I would change would be all the different add-ons.
I've used Bonsai for creating contracts, invoices, and tracking time for clients. It's a great one-stop shop.
The interface is great, simple and easy to use. Great tracking system and everything is customizable, which is appreciated. Onboarding was simple and supported past data!
Would like the contracts to have easier editable fields like docusign, for example. Would also like a way to upload contracts done outside of bonsai and still be connected to clients profile. Also would like to be able to filter out paid invoices when viewing all.
Invoicing - Benefits include tracking all invoices tied to specific customers on an ongoing basis and having them be connected to the contracts. Also super easy system to track all expenses.
Bonsai is so complete when it comes to all the project management, invoicing, and accounting. I love to use it and have an overview of my performance all at once. It's a powerful tool I recommend to everyone.
Sometimes it can be a bit hard to edit the information the way I would like to, but it remains marginal.
Bonsai is helping me get the work done faster. Communication with the client when it comes to proposals, contracts, and invoicing is so much easier. I love the fact that you can automatize some tasks. And one of the great benefits is that it looks professional all the way.
It is an all-around tool designed for freelancers! I loved all the of the great features, like billing & document creation but most importantly time tracking. Did I mention the beautiful UI!! I needed something fast and also had the option to be a desktop app. So far so good with Bonsai.
I didn't like the lack of language support. I work with clients all over the world.
Tracking the time for various clients.
Bonsai has helped me organise my work as a freelancer very well, I used to lose track of hours worked and could not find my invoices, now i is all in the same place
I don't like using the web interface, but I enjoy using it on the iphone app as well as using the integrated mac time tracker. I think there is no need for so many options.
Organising my work as a freelancer