8.4
Spot Score
Efficiently manage your small business finances.
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Bonsai is a highly effective and streamlined platform tailored specifically for freelancers, creative agencies, and small business owners. Its greatest strength lies in its all-in-one functionality, allowing users to manage proposals, contracts, project timelines, invoicing, time tracking, and even bookkeeping within a cohesive and user-friendly interface. Many ...Read more
Purpose-built for freelancers and creative agencies, streamlining client lifecycle tasks like proposals, contracts, invoicing, and payments.
Extremely easy to use, making it suitable for both beginners and seasoned professionals.
Consolidates essential tools like time tracking, task management, accounting, and client communication into one platform, saving time and increasing efficiency.
Automation features like reminders and templates reduce manual effort and errors, boosting productivity significantly.
The abundance of features can overwhelm new users, requiring time to explore and fully understand.
Some features might require upgrades or changes in subscription plans, which may not always be transparent upfront.
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DT
Devon Thomas
10/02/22
I couldn't be happier with Bonsai
I couldn't be happier with Bonsai. I've used them since they were in beta, and they're everything I want in a CRM/Accounting platform. They have a clean UI and great features that make accounting a breeze.
NZ
Nala Zamora
09/30/22
It's well-suited for Filipino freelancers
I am an Online Business Manager / entrepreneur based in the Philippines and so far this works very well with my preferences. They have Philippine currency settings which some of the invoicing/CRM apps I researched doesn't have. For me, it's user-friendly given my current needs for my business which is very basic for now (invoicing and contracts). It's well-suited for Filipino freelancers. I look forward to more of their updates in this software.
AM
Aimee Moyes
09/30/22
A Must For Entrepreneurs and Freelancers
Bonsai has made my contract signing SO EASY. I used to send over a PDF and then wait weeks for my clients who would get confused and physically print the contracts out in order to sign them. Bonsai makes it so much easier for both me and my clients as they are guided through the process and can complete everything online. Contracts are now typically signed within a day and if not I can track if they've opened them and have auto reminders sent. Super easy :)
LR
Leonardo Rodriguez
09/30/22
Bonsai has a great user experience!
Bonsai has a great user experience! As a freelancer, there are way too many things to take care of at the same time, and Bonsai takes care of most of the administration processes so that I can focus on client work and business development.
B
Brianna
09/30/22
The Best Platform for DIY Contracts
Helpful and user friendly platform for building and signing contracts!
AC
Amanda Cannon
09/29/22
Bonsai User for 1+ year and love it!
I’ve been using Bonsai for over a year and love it! It’s very straightforward and easy to set up and their customer service is great. I love that they take user feedback to continually add new features and improve the platform. I foresee being a user for many more years to come.
C
Char
09/29/22
Bonsai saves me so much time in my…
Bonsai saves me so much time in my business! Since I started using Bonsai I no longer waste hours on proposals, it helps me keep track of my finances and Im sure I get paid faster because of the automated invoices and late fees. Clients often compliment the platform and I always rave about it to them. Highly recommend
J
Josh
09/29/22
Great software!
Great software. Use for all my invoicing needs, prepping tax paperwork for my accountant and more!
AL
Alyssa Lauren Designs
09/29/22
Best investment I have made in my business!
As a freelance designer I’ve been using Bonsai for a couple years, and it is truly one of the best investments I have made in my business! From proposals to invoices to getting paid, it makes it all so simple. 1000% recommend!
KA
Kelsey Atl
09/29/22
Wonderful (Growing) Platform with Great Support
I can't tell you how many times I've recommended Bonsai to colleagues. It is amazing how much they have grown in a short amount of time. There is a posting board that allows for the users to add what features they wish they could have, a voting system, and then an implementation system. They create their changes based on real life feedback from users like us. Not only that, it's incredibly easy to navigate and use. I love how you have the ability to pay the credit card processing fees (or) ...
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