--- title: Bonsai Reviews meta_title: 'Bonsai Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 101 reviews by the users' company size, role or industry to find out how Bonsai works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 101 scale: '5' date_modified: '2026-06-24' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # Bonsai Reviews **Vendor:** Bonsai (YC W16) **Category:** [Work Management Software](https://www.g2.com/categories/work-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 101 ## About Bonsai Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. ## Bonsai Pros & Cons **What users like:** - Users appreciate the **ease of use** of Bonsai, benefiting from streamlined management of proposals, invoices, and more. (21 reviews) - Users love the **comprehensive invoicing features** of Bonsai, facilitating streamlined management of finances and projects in one place. (17 reviews) - Users appreciate the **all-in-one invoice management** feature of Bonsai, simplifying business operations and enhancing productivity. (13 reviews) - Users find that Bonsai provides **time-saving benefits** by consolidating management tools for proposals, invoices, and payments. (13 reviews) - Users appreciate the **time tracking feature** of Bonsai, allowing efficient management of projects and invoicing in one place. (13 reviews) - Customization (11 reviews) - Helpful (11 reviews) - Users find Bonsai to be **incredibly user-friendly** , simplifying workflow and client management from start to finish. (11 reviews) - Users appreciate the **centralized client management** features of Bonsai, streamlining payments and improving professionalism. (10 reviews) - Easy Setup (10 reviews) **What users dislike:** - Users are disappointed by the **missing features** , such as CSV export and a mobile app, limiting their experience. (18 reviews) - Users find the Bonsai service **expensive** , often feeling they pay for features they don't use. (8 reviews) - Users face **integration issues** with Bonsai, particularly concerning timezone and scheduling conflicts for global teams. (8 reviews) - Users find **limited customization** options in Bonsai frustrating, especially regarding internal operations and premium package flexibility. (8 reviews) - Users find Bonsai's features **limited and restrictive** , often feeling they pay for unused functionalities. (8 reviews) - Users face **limitations in functionality** with Bonsai, especially regarding feature access, slow login, and integration challenges. (7 reviews) - Users often experience **poor customer support** , with unresponsive assistance leading to frustration and unresolved issues. (7 reviews) - Poor Integration (7 reviews) - Cost Issues (6 reviews) - Lack of Customization (6 reviews) ## Bonsai Reviews ### 1. Worse customer service experience I ever had **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** January 17, 2023 **What do you like best about Bonsai?** User interface is very good. Good functionality. I have no comlaints about their software product. **What do you dislike about Bonsai?** Absolutely ZERO customer service. If you have ANY billing problem -- like your customer miskeys a credit card number -- you will NEVER get it resolved. **What problems is Bonsai solving and how is that benefiting you?** Invoicing service. ### 2. Transformed my business **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah C. | Freelance content writer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2022 **What do you like best about Bonsai?** I like the automation factors. It used to take me a while to put together invoices, send them out, monitor if they were paid and what I'm getting paid... Then there were the separate contracts and proposals that weren't uniform. Having the templates there makes it super easy to get all of them done in just a few minutes (or set on recurring). I also love being able to draft invoices, see what's outstanding, and what's been paid. Automated reminders to my clients also saves me a ton, and if I want to nudge them even more I basically just push one button. Overall, I just love that it saves me so much time. **What do you dislike about Bonsai?** What I wish Bonsai had was the ability to add intake forms to my client profiles- not stuff that they have to fill out themselves, but forms I can fill out while I'm doing a call with them. I also wish I could import forms from my website, say if I were to have an intake form with information about how they found me. Another thing I wish it had was adding up my incoming income, as in, if I make a bunch of drafts that'll be sent out when the project is complete, i'd love to see what all of that adds up to rather than calculating it myself. Projecting my income would be super helpful. **Recommendations to others considering Bonsai:** I'd say to really explore all of the features and take advantage of what's there. **What problems is Bonsai solving and how is that benefiting you?** As a freelancer, I really don't have a lot of time, and keeping things looking professional and streamlined (like I have a real process), helps me stand out to my clients but also just helps me stay organized, as well as speeds up a lot of my processes (like intake and onboarding). ### 3. Awesome Project Management and Invoicing Tool for Freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** Josh H. | Founder, Project Manager, and Web Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2020 **What do you like best about Bonsai?** After tons of research, I pulled the trigger and purchased Bonsai. In the past I've used Freshbooks and Quickbooks, and what I enjoy most with Bonsai is the updated and modern look-and-feel. I know that when I send my proposals, contracts, or invoices, my clients will get a simple and easy to pay invoice. I recently added the tax and accounting software, and I'm really excited that I no longer have to manually track income and expenses in a spreadsheet. It lays everything out in the dashboard, and I can easily see how much money I've made each month or quarter! **What do you dislike about Bonsai?** The one thing that I've struggled with with Bonsai is the onboarding process. I think Bonsai could really benefit from some recorded training material walking new users through each specific portion of the product. **What problems is Bonsai solving and how is that benefiting you?** I'm now able to quickly and easily send pre-populated contracts for my clients to sign, that way we're both covered. As mentioned above, I also really like the accounting and tax software. ### 4. Time saving, simple and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Matt L. | Artist/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2022 **What do you like best about Bonsai?** I love the proposal templates, and being able to keep track of all my documents. **What do you dislike about Bonsai?** When creating contracts, I wish some areas allowed for more customization. **Recommendations to others considering Bonsai:** Easy to use, and a great resource for sending and keeping track of documents. **What problems is Bonsai solving and how is that benefiting you?** Saves me a lot of time, the templates make creating multiple documents easy. I like being able to keep track of my proposals, contracts and invoices. ### 5. The one I've been looking for **Rating:** 5.0/5.0 stars **Reviewed by:** Jess J. | SEO Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Bonsai?** The ease of creating proposals, contracts & invoices has saved me so much time. I love that you can add unlimited clients as I run a lot of audits at this stage of my business, and clients don't sign on to continue sometimes or come back in a few months/years, so I end up adding a bunch of clients - something that other systems charged per client. Also, I love the time tracking. Even internally to know how I'm tracking on projects has changed my business and how I integrate with humans I get to work with on projects or retainers. Sending out contracts and proposals and invoices that clients can sign right from their email has been amazing, and being able to do all that in 1 place without integrating three other things has been so wonderful. I genuinely have Bonsai completely integrated into my consultation. Lastly, their support is fantastic. **What do you dislike about Bonsai?** As a Canadian, the taxes section is not something I can use, and I've tried to attach my expenses through Bonsai. Still, the credit card I'm using doesn't connect to their 3rd party system, so I'm getting different credit cards and procedures to be able to connect better with them and be able to track my business with Bonsai. **Recommendations to others considering Bonsai:** I **What problems is Bonsai solving and how is that benefiting you?** Using one system versus four also surfaces the metrics and pieces that I need for my consultation. I'm more productive, and my performance in my business has increased because of using Bonsai. ### 6. Hello Bonsai is a must for web design freelancers! **Rating:** 5.0/5.0 stars **Reviewed by:** Fernando A. | Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2022 **What do you like best about Bonsai?** Bonsai has everything that I need to run my freelance web design business. The program is easy to use, and their support is excellent. It has saved me countless hours, kept me organized, and made it simple to get paid + manage my finances. **What do you dislike about Bonsai?** I think their white-label features could be a little bit better, but this isn't anything deal breaking for me. I would like to see custom domain functionalities for their white label users. **What problems is Bonsai solving and how is that benefiting you?** Problems that Bonsai has helped me solve: - Getting paid on time - Keeping my leads and clients organized - Gathering information efficiently via forms + automation - Keeping my income and expenses organized - and more! This tool has everything you need to run a freelance business. ### 7. Love it! **Rating:** 4.5/5.0 stars **Reviewed by:** Arleigh B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2022 **What do you like best about Bonsai?** 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! **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 8. Good Cloud Software for Freelancers **Rating:** 3.5/5.0 stars **Reviewed by:** Marlon H. | Founder & Executive Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Bonsai?** I loved the gorgeous UI/UX of the platform and everything was pretty easy to use and setup. They provide a lot of templates too. **What do you dislike about Bonsai?** They only reason I had started using another invoicing solution was because, at the time, I believe they only allowed Stripe and/or PayPal (I personally don't prefer using Stripe for a couple of reasons). For my business, I needed immediate payment capture so that I could budget & initiate my contracted designers for projects. And I don't like using PayPal as that looks less professional. They were soon to rollout their very own Bonsai Payments feature, which I waited a little bit for, but after a couple of months of waiting I then made the decision to switch my invoicing to Square (and haven't looked back since). **What problems is Bonsai solving and how is that benefiting you?** With Bonsai, I was able to send beautiful and professional invoices to my client. Presentation is everything to me, and Bonsai definitely checks the box on that. ### 9. DUDE WHAT IN THE ACTUAL F*CK. Cleanest UX and workflow ever. Perfect for freelancers. **Rating:** 5.0/5.0 stars **Reviewed by:** Nick D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2021 **What do you like best about Bonsai?** Just the document management and automation save me hours. I literally cant without this. Sorry for being dramatic, but I don't care. I have ADHD, and this cured it. **What do you dislike about Bonsai?** Well thats a trick question. It took a minute for me to figure out how to do the customization but once you figure it out, you realize how stupid easy it is. I would like a little more customization but hey. Thats why I'm a designer. I like to put shit exactly where I want it. **Recommendations to others considering Bonsai:** Just try it. They make it really easy with a "Sample Client" that automatically accepts offers and contracts so you can see what it would look like on your end. **What problems is Bonsai solving and how is that benefiting you?** No more bloatware. Everything is time-tracked, managed, and in a sales pipeline to see on my phone or on the go. I don't have to stress about asking for money anymore because this reminds my customer and even has a beautiful portal, which is perfect since my new redesigned website is still under construction, but I got bills to pay. Makes me look professional as fuck too. Hire me haters. ### 10. Lifesaver for small businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Daphné S. | Owner & Professional Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2022 **What do you like best about Bonsai?** It's easy to use and has just the right amount of functionalities for me as small business owner. The price is more than fair for the solution and the interface is nice to look at. **What do you dislike about Bonsai?** Not being able to make changes on my notes from the Bonsai app, which would be excellent when on the go. **What problems is Bonsai solving and how is that benefiting you?** I have all my client details in one spot and was able to add custom information for each client that adapts perfectly to my business. I keep track of accounting, contracts and invoices all in the same platform. ### 11. Great tool **Rating:** 4.5/5.0 stars **Reviewed by:** Spenser W. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Bonsai?** The time tracking has been great for providing detailed timesheets to clients. **What do you dislike about Bonsai?** The only thing I would change would be all the different add-ons. **Recommendations to others considering Bonsai:** It's a great starter tool for getting into freelancing and managing your clients. **What problems is Bonsai solving and how is that benefiting you?** I've used Bonsai for creating contracts, invoices, and tracking time for clients. It's a great one-stop shop. ### 12. Bonasi Review **Rating:** 5.0/5.0 stars **Reviewed by:** John L. | Web Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2022 **What do you like best about Bonsai?** Bonasi makes it incredibly easy to create, edit, and send proposals and contracts. What would have taken me countless hours of research, copying and pasting from other online sources, took mere minutes with their easy to use contract templates. The overall UI is clean and simplified making it easy for me to see what payments I have due and what contracts and other documents need signing. **What do you dislike about Bonsai?** The automation is fairly basic compared with other similar software like HoneyBook. Not that I need too much automation as I only have a few clients, but that type of functionality would be nice in future updates. I also don't like that the forms option is restricted to the top payment tier. **What problems is Bonsai solving and how is that benefiting you?** It's helping me streamline and simplify proposals and contracts that I send to my clients. It helps me see everything in one place which makes my life so much easier as a freelancer just starting out! ### 13. Best app for freelancing **Rating:** 4.5/5.0 stars **Reviewed by:** Simon D. | Brand & Web Designer/Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2021 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** Sometimes it can be a bit hard to edit the information the way I would like to, but it remains marginal. **Recommendations to others considering Bonsai:** Give it a try for a month, it's not that expensive and then you will see how indispensable it becomes for your business. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 14. I LOVE BONSAI! **Rating:** 5.0/5.0 stars **Reviewed by:** Ale M. | Graphic Designar and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2022 **What do you like best about Bonsai?** I have only been using bonsai for three weeks now, and it has helped me organize my business way faster! I cannot believe that ORGANIZATION was one bonsai away! **What do you dislike about Bonsai?** I would love to have more automation options. **Recommendations to others considering Bonsai:** Trust the app.... you may sometimes think that you don't need everything that Bonsai offers, BUT YOU DO! **What problems is Bonsai solving and how is that benefiting you?** MORE FREE TIME!!!! I get to have more time for my family and me because I keep track of everything faster than having like three programs with me to make everything that I do here ### 15. I LOVE Bonsai! But I do wish it had more.... **Rating:** 5.0/5.0 stars **Reviewed by:** Erika S. | Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2021 **What do you like best about Bonsai?** I like that I get to organize different tasks with different clients on different projects in ONE PLACE! That's awesome! **What do you dislike about Bonsai?** I hate that I cannot export my time tracking. I have to take a screenshot to show my clients my tracked time. I would love to be able to export them in a PDF or spreadsheet file for any other purpose that I may need it. **Recommendations to others considering Bonsai:** It's definitely worth it. If you easily lose track of your clients, your business, the time you put in, your accounting. Bonsai is the way to go! **What problems is Bonsai solving and how is that benefiting you?** Staying on top of everything is something Bonsai has definitely helped me with. I realized that I needed a tool to do that and not just an ordinary spreadsheet or notes. ### 16. Great Tool for Freelancers just getting started! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2021 **What do you like best about Bonsai?** Bonsai is the most intuitive freelance tool I've ever used. I've used all the different freelancing tools out there from Quickbooks, AndCo, Square, Due, Invoicely, etc. and none compare to how feature-packed Bonsai is. It has all the features you would need to have a service-based business, including invoicing, time tracking, proposals, contracts, accounting (+tax estimates). It's the best tool for a Sole Proprietor by far without having to pay the annoying fees their competitors charge. It keeps me extremely organized. **What do you dislike about Bonsai?** I wish there were more support for non-Sole Proprietor users. I genuinely love using this tool, from the UI to all the different features, but the fact that if I scale my business, I'll eventually need to migrate off this to a more enterprise-supported tool like Quickbooks is unfortunate **Recommendations to others considering Bonsai:** If you are just starting out or early in your business, give Bonsai a try, you won't regret it. It's easily the one-stop shop to run your entire business without the added fees the competitor's charge. **What problems is Bonsai solving and how is that benefiting you?** I originally found Bonsai because I needed a tool to invoice my clients. I was new to starting my business, so doing this easy and fast was a priority of mine. When I signed up with Bonsai, I found that not only do they handle the invoicing, but they have a complete workflow for leads built-in. You can input a lead as a company and create multiple proposals, contracts, and invoices all under the umbrella so that you can manage multiple agreements and contracts. All of which is fully customizable, and their latest features allow you to automate the steps. ### 17. Get Bonsai If You Want to Level Up Your Client Game! **Rating:** 5.0/5.0 stars **Reviewed by:** Catharine K. | Social Media Marketing Coach / Content Creator / Owner of Broken Record Social, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2021 **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. ### 18. Used it for curiosity, Stayed for the awesomeness. **Rating:** 5.0/5.0 stars **Reviewed by:** Ebrahim H. | CEO , Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2021 **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. ### 19. Love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | Graphic Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2021 **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. **Recommendations to others considering Bonsai:** If you are after something similar to dubsado and less confusing, go with this. This is far more practical and easier for clients to understand. The layout is simple and amazing. **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. ### 20. Great app for running your biz **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Bonsai?** Simple to use, creates a very professional experience for clients, and they keep adding new features all the time. **What do you dislike about Bonsai?** Some of the navigation is a little confusing at times and the mobile app isn't as powerful (full-featured) as the mobile web experience. **What problems is Bonsai solving and how is that benefiting you?** Creating proposals, contracts, and invoices. Bonsai has all of these plus more under one umbrella. You can keep track of all your clients and projects easily as well as track you business finances all from one app. ### 21. So good, it almost brought me to tears. **Rating:** 5.0/5.0 stars **Reviewed by:** Alex R. | UX Designer **Reviewed Date:** January 20, 2022 **What do you like best about Bonsai?** The ability to have contracts, questionnaires, and client portals alongside my time tracking and invoicing features. **What do you dislike about Bonsai?** Lack of ability to track income from linked bank account. **What problems is Bonsai solving and how is that benefiting you?** I'm able to simplify my tax preparation and spend less time on bookkeeping. ### 22. Best Thing to Happen to Freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** BreAnne S. | Owner of Soulful Media, Co., Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2021 **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. **Recommendations to others considering Bonsai:** Do it. **What problems is Bonsai solving and how is that benefiting you?** Accounting, invoicing, Contracts, Timesheets. Literally of the problems. ### 23. Easy to use for new business owners **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **Recommendations to others considering Bonsai:** Get all your ducks in a row first. Have a contract ready to upload on your own, because some of their templates don't have as much detailed info as you may need for the services you offer. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 24. Software that streamlines it all! **Rating:** 5.0/5.0 stars **Reviewed by:** Spud M. | Co-Founder + CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 01, 2021 **What do you like best about Bonsai?** I love that Bonsai has proposals, contracts, and invoices - all of which talk to one another! It’s so easy to move a client along from a potential lead to paid invoice. They also make the entire process super simple and clean. So many other software options feel cluttered and clunky but Bonsai has exactly what I need without trying to add too much in. Prior to Bonsai, I was juggling multiple software solutions and PDFs going back and forth to clients. Bonsai eliminated all of that! **What do you dislike about Bonsai?** I wish it were a bit easier to see what emails are going out to my clients - or to at least have control over what reminders and notices get sent when. **What problems is Bonsai solving and how is that benefiting you?** Bonsai makes it super easy to juggle multiple clients and projects and not get lost in the headache of contracts and paperwork. Not only has it saved me time, but it has also increased my professionalism to my clients making them more likely to book gigs with me. ### 25. Bonsai has simplified my freelance process a ton! **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie O. | Freelance Graphic Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2020 **What do you like best about Bonsai?** Bonsai makes creating contracts, invoices and time tracking easier than I could have imagined when I started freelancing. I love that I don't have to think about the legal loopholes for contracts because Bonsai has already created a template that covers the major legal items for me. I jut have to fill in the specifics of the project. I also really love the time tracking for multiple projects organized into tasks. I no longer miss out on time that I forgot to track, and therefore I make more money. **What do you dislike about Bonsai?** I wish that I could changes times after sending invoices ( if I've made a mistake on timing and need to re-do). **Recommendations to others considering Bonsai:** f you freelance, this is the most affordable way to organize your finances and projects. I cannot recommend it enough. Saves time and money and is easy to use. **What problems is Bonsai solving and how is that benefiting you?** Essentially I am saving time on accounting, crafting invoices, crafting contracts and organizing projects. Which allows me more free time to work on my freelance creative pursuits and in turn make more cash by charging more hours. ### 26. After trying many freelance tools, Bonsai was my choice ... **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | Founder, Developer, Designer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Bonsai?** I love the fact they are honest with themselves. Just look at their blog and resources and how they compare themselves with others and not completely biased like others. They want to truly give you the best experience you can have with so many tools, I highly recommend trying out their free trial, their support is always nice and willing to help you quickly. Out of all the others, I love the 'minimal, sleek, clean' user interfance. **What do you dislike about Bonsai?** Honestly the ONLY thing I would like bonsai to include to make it the perfect tool "for me at least, and im sure others" would be to make it 100% white label. They have a white label option which is nice but I would love the choice as a integration, like adding your own domain (C-Name or A) to customize the URL when clients click on any link so it looks like your own system, an example would be TeamWork - but the system is more than just for freelancers so I understand, but it would be an awesome intergration' :) **Recommendations to others considering Bonsai:** Signed up for the trial, and no I do not get any commission or benefits from you doing so. After signing up, start a project, add some tasks, and generate an invoice. You will be amazed how professional it is. **What problems is Bonsai solving and how is that benefiting you?** Bonsai helps me keep track of my hours, add them to the invoice/projects/tasks - they helped me generate an amazing contract and agreement which I could customize. It's also helps me keep track of my clients, what I need to do, and the invoice sending thats generated from all your work. ### 27. Their customer service redeems any problems I've had. They are always open to critique and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Motion Pictures and Film | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **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 ### 28. Thank Goodness for Bonsai!! **Rating:** 5.0/5.0 stars **Reviewed by:** Radhika S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2020 **What do you like best about Bonsai?** I love everything about Bonsai! It is undoubtedly the tool I've relied on the most to help launch myself as an independent consultant. I love how easy the software is to create proposals, contracts, invoices, time tracking, and generally how beautiful the design is. I love the pricing as well, which I feel is a great value for everything I get in return. **What do you dislike about Bonsai?** One downside to Bonsai is that it is not as strong on the tax accounting / financial analysis side as my business bank services are. I wish they would expand their software to also help capture business expenses, receipts, etc. so it's truly a one-stop-shop for my entire business. **Recommendations to others considering Bonsai:** If you are an independent contractor, I haven't found a software better than Bonsai! **What problems is Bonsai solving and how is that benefiting you?** I've solved the problem of not having any other easy means of generating contracts, time tracking, and invoices. I've realized many benefits, including generating new business as seamlessly as possible and making sure I am paid on time regularly. ### 29. Wonderful Tool For Freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** Erika G. | Graphic Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2020 **What do you like best about Bonsai?** This platform is an excellent way to streamline essentially all you need for freelance work. From projects and tasks to invoices and payments, it keeps all my clients and projects in one place. It's very convenient and easy to use. **What do you dislike about Bonsai?** The only downside that I have found is that sometimes I cannot do automatic cashout, but I believe that may be a user error. **What problems is Bonsai solving and how is that benefiting you?** I am extremely unorganized and have a hard time keeping track of my work and clients. This platform helps me organize clients and leads as well as projects and tasks. The best part is I can also update clients on where work is, and invoice them. Before this, I was using several apps to do the same job so it has made my life a lot easier and more organized. ### 30. Best Freelancer/ Business Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Oshane H. | Publisher, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2021 **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 ### 31. Don't use anyone else! **Rating:** 5.0/5.0 stars **Reviewed by:** Francesca Ricci P. | Copywriter, Email Marketing Specialist, Brand Strategist (StoryBrand), Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2021 **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. ### 32. By far the best Project Management / Invoicing / CRM Tool for Freelancers & Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Ali K. | Junior UI/UX Designer , Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Bonsai?** I love the simple User Interface and all the functions that are connected to each other. You can easily automate processes and have all your information & finances in one place. **What do you dislike about Bonsai?** There is nothing to dislike about hellobonsai! **Recommendations to others considering Bonsai:** If you start having more clients and you are looking to save time in the paperwork process, hellobonsai is for you. You will find all tools from Time Tracker, Project Management, CRM to Finances all in one place. Almost every 2 weeks there are new features that make your life easier! :) **What problems is Bonsai solving and how is that benefiting you?** I am solving the problem of using multiple software for Client information, billing, Task Management, and Project Management. Hello Bonsai really understands the needs of a freelancer and they thought about every detail. This tool saves me money & time :) ### 33. Bonsai Covers Everything I Need for My Freelance Business **Rating:** 5.0/5.0 stars **Reviewed by:** Kaitlyn F. | Founder **Reviewed Date:** May 26, 2021 **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. ### 34. My bestfriend in scaling my consulting business! **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine C. | Financial Coach | I help put the financial "win" back to Pinoy breadwinners, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2021 **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. **Recommendations to others considering Bonsai:** It's a must try especially if you wanted help in automating and streamlining some of your workflows when scaling! I can now accept more consulting clients with ease! **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. ### 35. Great software for freelancers and service providers **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua V. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2020 **What do you like best about Bonsai?** What I like best about Bonsai is how easy they make it to send and track invoices, plus send and track proposals. The software does a lot of things, but the two features I use, and the reason I bought it was because I needed something to send and track invoices, which bonsai does well. It makes it very easy to get paid, and stay organized. You can even choose whether you, or your client will pay the processing fees. It gives you a lot of options for how to invoice, and get paid. **What do you dislike about Bonsai?** What I dislike most about Bonsai is how you still need to log into the main site to accomplish some features even if you downloaded the app. I also dislike how plain and boring their proposals designs are. Now, with that said the proposals are nice and neat, so I still use them. However, I wish they were more like Nusii. **What problems is Bonsai solving and how is that benefiting you?** I'm solving the problems of needing an invoicing software solution, and needing a proposal creation software solution. With Bonsai, I get paid quicker, stay organized through the years, and have a lot of control over my billing, right down to whether or not I want my client to pay the processing fees. ### 36. All-in-One **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2021 **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. ### 37. Perfect for running my design studio **Rating:** 5.0/5.0 stars **Reviewed by:** Sean G. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2021 **What do you like best about Bonsai?** I love how easy it is to send invoices, create contracts and track payments. Having everything inside one tool is super useful for running my design studio. **What do you dislike about Bonsai?** Not much at all! I almost wish there was a way for me to use it more! **What problems is Bonsai solving and how is that benefiting you?** I use Bonsai to create my contracts, send invoices and keep a track of payments. ### 38. Does everything I need, plus a clean easy interface **Rating:** 5.0/5.0 stars **Reviewed by:** Cata H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2020 **What do you like best about Bonsai?** I love how easy Bonsai is to navigate. I do everything from proposals to contracts to time tracking/invoicing/accounting all in one place, and it's super clean and easy to navigate. **What do you dislike about Bonsai?** The taxes page is a little trickier to navigate than the rest, but mostly just because taxes are complicated. Not Bonsai's fault. **What problems is Bonsai solving and how is that benefiting you?** All my client management is in one place. The contract and proposal templates are super helpful and super customizable. Everything is flexible to work with the needs of my business. ### 39. Bonsai has been amazing for our business. We love the flexibility and integration to slack! **Rating:** 5.0/5.0 stars **Reviewed by:** Gabe A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2020 **What do you like best about Bonsai?** Visibility into status of invoice and contracts in the system and pushed through to our slack channel. **What do you dislike about Bonsai?** The only dislikes are really small nit-picky type of things that are not a big deal. Honestly very few dislikes. **Recommendations to others considering Bonsai:** If you need contracts and invoicing, this is the software you need. **What problems is Bonsai solving and how is that benefiting you?** Sending and signing contract in addition to creating and collecting on invoices. ### 40. Streamlined solution for all the vitals of Design and Development Projects **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2020 **What do you like best about Bonsai?** The pre-packaged contracts/proposals and integrations with signatures. **What do you dislike about Bonsai?** I don't need Time Tracking or Task Management - other tools do a better job but I understand why Bonsai has them. **What problems is Bonsai solving and how is that benefiting you?** Keeping projects properly managed with milestone sign-off and transparent goals. I tie my sprints to invoices and get sign-off so we don't have any billing disputes. ### 41. Sneaky subscription model beware! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2020 **What do you like best about Bonsai?** Great UI easy to use created a proposal quickly **What do you dislike about Bonsai?** they do not send you a receipt and keep charging you every month and then did not refund me initially and I had to fight to get my refund. **What problems is Bonsai solving and how is that benefiting you?** Making proposals easy ### 42. Simple All-in-One System for Biz Owners **Rating:** 3.5/5.0 stars **Reviewed by:** Shaylee S. | Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2019 **What do you like best about Bonsai?** Bonsai is great at saving you time and is perfect for a newbie freelancer who might not have a great contract or isn't familiar with invoicing and proposals. Bonsai puts everything together for you and all your really need to do is pop in your logo or add some information to their ready to go contract templates. The interface is really sleek and the program is easy to use for beginners or more experienced business owners. The flexibility of their plans is great, they have a free option if you want to give it a try or don't need a lot of flashy features. The team seems quick to add new features and listen to what people want. **What do you dislike about Bonsai?** My major dislike with Bonsai was the fact that I couldn't customize the contract templates they provide. BUT they have changed that and you can now use a blank contract. I do think Bonsai is a bit constricting and you don't have quite as much control as something like Dubsado which let's you build complex forms and workflows. Bonsai excels at simplicity but if you need advanced features you won't find them here. **What problems is Bonsai solving and how is that benefiting you?** Having all your business things in one place is such a life saver and will radically change your business. Being able to send contracts, invoices, proposals, track time, and projects that can all work together and speak together on one website is amazing. ### 43. Project proposal creation to tracking of project expenses and timing in one software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 24, 2019 **What do you like best about Bonsai?** We create, send and track online project proposals to potential clients easily. There are many templates and customizing features to make our proposals look professional and we receive feedback on progress of our proposals. We are able to track expenses on project, we get tax estimates and recurring payments are done automatically in the system. Bonsai is also available across platforms so we input data and get insights wherever we are. **What do you dislike about Bonsai?** Bonsai has so many hidden features that one to make full use of them needs to be trained and it costs us to train our staff. **Recommendations to others considering Bonsai:** In a busy world there is more need of automation software so that we can focus on pressing tasks to increase productivity. Bonsai handles everything on project finances. **What problems is Bonsai solving and how is that benefiting you?** We easily manage projects from online proposal creation, time tracking on a project, invoicing and expense tracking. Most of these are automated in Bonsai. ### 44. Great contract tool **Rating:** 5.0/5.0 stars **Reviewed by:** Simona B. | Illustrator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2019 **What do you like best about Bonsai?** Sure easy and customizable contract for freelancers like me who need the legal protection but don't know how to write a proper contract / don't have the resources to hire a lawyer. Highly recommend and have already recommended multiple times to my students who I teach illustration. **What do you dislike about Bonsai?** Perhaps there could be a few more questions when building the contract form so that the contract can be a little bit more personalized towards the customers. Is there a mobile app as well? It would be nice to have a mobile application for those who are on the go a lot. How is your customer support? My biggest pet peeve with new companies and start ups is that sometimes if there's a glitch resolving it with customer support is so complicated that I just end up switching the product. **Recommendations to others considering Bonsai:** I highly recommend Bonsai for freelancer and designers starting their careers. I'm teaching a class on illustration and building up a career as a freelancer and I always recommend it to my students. **What problems is Bonsai solving and how is that benefiting you?** It has given me great protection with international clients especially. I have used the contracts I have made with bonsai to secure the client's payment and trust. It really is a great tool for creating good contracts. I haven't used the other features like Invoicing etc, but after my great experience with the contracts part I'm excited to try them as well. ### 45. Bonsai Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2019 **What do you like best about Bonsai?** I love this platform as I like to keep track of how long a project is taking me to complete **What do you dislike about Bonsai?** I don't dislike anything about this software, it's great! **Recommendations to others considering Bonsai:** Absolutely recommend, plus you can get started for free! Great if you are starting out. **What problems is Bonsai solving and how is that benefiting you?** To keep accurate time of project timeline as well as to manage projects ### 46. Great for Freelancers!! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah F. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2019 **What do you like best about Bonsai?** I love the entire platform. It encompasses everything you really need to be in business as a freelancer. **What do you dislike about Bonsai?** I dislike that it won't integrate with my Quickbooks. They should really have more integration options in general. **What problems is Bonsai solving and how is that benefiting you?** Running a Freelance business. I realized Bonsai is an all in one solution that covers everything you can think of. ### 47. Bonsai has been super helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Animation | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2019 **What do you like best about Bonsai?** How easy it is to keep track of all my documentation related to projects and clients. **What do you dislike about Bonsai?** Honestly, not much! Would like venmo integration perhaps! **What problems is Bonsai solving and how is that benefiting you?** Contracts was a big one. Keeping track of all my invoicing is super helpful too when i have multiple clients. ### 48. Great for Freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2019 **What do you like best about Bonsai?** I like how easy it is to generate quotes, contracts, and invoices. **What do you dislike about Bonsai?** I wish the money tracking was a bit simpler to use. **What problems is Bonsai solving and how is that benefiting you?** I can easily manage my clients tasks and collect payments. ### 49. Free version is great, upgrade even better! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2019 **What do you like best about Bonsai?** 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 **What do you dislike about Bonsai?** 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. **Recommendations to others considering Bonsai:** Try the free version and if you like using t it, then switch to the annual plan. That is what I did and I think it was the perfect strategy to find a good freelance managing service! **What problems is Bonsai solving and how is that benefiting you?** Organising my work as a freelancer ### 50. Great for Freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2019 **What do you like best about Bonsai?** Makes handling the legal and financial aspects of freelance work much easier. **What do you dislike about Bonsai?** Its a bit more expensive that I would like but worth the cost. **What problems is Bonsai solving and how is that benefiting you?** It helps me easily create proposals, contracts, and invoices as well as collect payments. ## Bonsai Discussions - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments - [View Bonsai pricing details and edition comparison](https://www.g2.com/products/bonsai/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-24+19%3A43%3A13+-0500&secure%5Bsession_id%5D=4be57286-64a3-4e52-81ab-5cd1d880f76f&secure%5Btoken%5D=b04fb0bef8f4c5204f410cb7e418a8ca5cecebbb06821a4d8a351fd59bf2ae50&format=llm_user) ## Bonsai Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) ## Bonsai Features **Expense Reports** - Ease of Creating Expense Reports - Bank / Credit Card Integration - Smart Categorization - Digital Receipt Management - Employee Reimbursement - Currency Conversions - Credit Card Integration **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Portfolio Management** - Portfolio Types - Planning - Alignment - Portfolio Mix **Cost Tracking** - Identification - Allocation - Standard Costs **Setup** - Activities - Flows - Dependencies - Notifications **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Planning** - Resource Definiton - Capacity - Scheduling **Tasks** - Tasks - Details - Priority **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Automation** - Workflows - Customization - Data repository **Communication** - Chat - Discussions - External - Feedback - Announcements **Bill Generation** - Templates - Digital Billing - Recurring Billing **Notifications** - Confirmations & Reminders - Appointment Follow-Up - Scheduling Notifications **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design **Expense Management - Freelance Tax** - Categorization - Integrations - Summary **Agentic AI - Kanban Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - Expense Management** - Autonomous Task Execution - Cross-system Integration **Travel Management** - Ease of Booking - Itinerary Management - Trip Notifications - Advanced Integrations **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Project Management** - Dependencies - Priorities - Lean Management **Management** - Updates - Audit Trail - Integration **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Optimization** - Performance - Forecasting - Corrections **Kanban Boards** - Kanban Cards - Drag and Drop - Visibility **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Administration** - Permissions - Procedures - Remote Work **Content & Documents** - File Sharing - Notes - Search - Versioning **Bill Processing** - Consolidation - Batch Invoicing - Management **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Generative AI** - AI Text Generation - AI Text Summarization **Tax Form Preparation - Freelance Tax** - Imports - Generation - Guidance **Time Tracking** - Ease of Completing Timesheets - Tracking Time to Project/Task - Billable Time Rate Management **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders **Resource Management** - Resource Definiton - Capacity - Scheduling **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Resource Management** - Definition - Allocation - Optimization **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Planning** - Workflow - Backlog - Optimization **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Critical Path - Dashboards **Controls** - Custom Views - Followers - User Management - Calendars - Public Sharing **Integration** - Accounting - Payments - ERP **Personalization** - Branding - Links **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Quarterly Tax Estimates - Freelance Tax** - Penalties - Savings - Estimating **Agentic AI - Contract Management** - Autonomous Task Execution **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments - Project Accounting / Revenue Recognition **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Data & Analytics** - Data Consolidation - Visualizations - Performance - Risk Analysis **Integration** - Accounting - Payments - ERP - Account Sync **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Workload** - Resource Allocation - Workspace - Configuration - Insights **Project Management** - Task Management - Planning - Visibility - Integration **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Video Conferencing - Communication **Tax Deductions - Freelance Tax** - Identification - Recomendations - Notifications **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Billing** - Autonomous Task Execution **Generative AI - Expense Management** - Image-to-Text - Text Generation - Text Summarization **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense **Analytics** - Forecasting - Reporting - KPIs **Communication & Collaboration** - Communication Channels - Document Management - Collaboration **Remote Collaboration** - Alignment - Accountability - Connectivity - Offline Mode **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Strategy - Project and Portfolio Management** - Simulation - Tracking - Planning - Objectives - Visiblity - Alignment - Risk Management - Implementation - Optimization - Prioritization **Agentic AI - Freelance Tax** - Proactive Assistance **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Mobile** - Receipt Capture - Mileage Tracking - Travel Itinerary and Flight Status Updates **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards **Platform** - Embedded AI / Machine Learning - Complex Approval Workflow **Administration** - Standard Integrations - Workflow - Access Management **Cost Management** - Project Budgeting - Time & Expense - Profitability **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Online Appointment Scheduling** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction **Mobile Time Tracking** - Time Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation **Administration** - PCI Regulation Compliant **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Integration** - Front Office - Back Office - External data **Agentic AI - Project Collaboration** - Multi-step Planning - Cross-system Integration **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Offline **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management **Agentic AI - Accounting** - Autonomous Task Execution ## Top Bonsai Alternatives - [ClickUp](https://www.g2.com/products/clickup/reviews) - 4.6/5.0 (12,286 reviews) - [HoneyBook](https://www.g2.com/products/honeybook/reviews) - 4.5/5.0 (222 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,411 reviews)