Bonsai

Active

Country: United States (US)
Founded: 2015
Developer: Hello Bonsai (Bonsai)
Pricing: Freemium, starting at $29/user/month
Open source: No
Platforms: Web

Indexes

Invoice/Freelance Billing Tax Preparation

Overview

Bonsai is a web-based business management platform that centralizes contracts, invoices, proposals, projects, and billing for small businesses. It targets solo professionals and small teams in creative, consulting, and service roles, offering editable templates, multi-currency support, and automation to streamline client workflows.³⁴

Key Features

Contracts - Manage and sign contracts with customizable templates.
Invoicing - Create invoices with multi-currency billing and payment tracking.
Proposals - Generate and send professional proposals to clients.
Project Management - Track projects with insights, Gantt views, workload management, and custom fields.
Time Tracking - Log time with timesheet features and locking options.
Client Portal - Provide clients access to projects, invoices, and communications.
Reporting - Access profit, productivity, and project reports.
Integrations - Connect with tools like QuickBooks, Zapier, and Google.

Pricing

Plan	Price	Includes
Essentials	$17/user/month	Basic contracts, proposals, invoicing, time tracking, and payments.
Professional	$29/user/month	Everything in Essentials plus project insights, workload management, Gantt view, custom fields, client portal, reports, and integrations.

Platforms & Requirements

Bonsai is a web-based application accessible via modern browsers on desktop and mobile devices. No specific minimum requirements are listed beyond standard web access; it supports multi-device use without native apps.³⁴

Integrations & Ecosystem

QuickBooks
Zapier
Calendly
Google

Alternatives

App	Difference
FreshBooks	Focuses more on accounting and expense tracking with stronger bookkeeping automation.
HoneyBook	Emphasizes client relationship management and workflows for creative professionals.
Dubsado	Offers more advanced CRM and lead management for service businesses.
16personalities	No, correct to And.co or similar; wait, from knowledge: And.co - Simpler invoicing and contracts for freelancers with less project mgmt.

Reputation

Bonsai is praised for its all-in-one approach to proposals, contracts, invoicing, and project management, particularly for freelancers and small creative teams, with strong template customization and automation.³ Users note drawbacks like payment delays, limited user permissions, and unclear reporting.³ It suits teams centralizing client workflows but may require workarounds for advanced permissions or detailed analytics.³

Sources (7)