--- 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: '2026-07-13' 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 love the **ease of use** of Bonsai, appreciating its streamlined management of proposals, invoices, and payments. (21 reviews) - Users love the **all-in-one invoicing management** of Bonsai, making business operations efficient and streamlined. (17 reviews) - Users appreciate the **all-in-one invoicing and payments management** of Bonsai, enhancing their business efficiency and collaboration. (13 reviews) - Users value the **time-saving features** of Bonsai, streamlining tasks like invoicing and project management efficiently. (13 reviews) - Users appreciate the **comprehensive time tracking** features of Bonsai, enabling efficient project management and invoicing. (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 note the **missing features** like CSV export, mobile app, and customization options, impacting overall satisfaction. (18 reviews) - Users find the **pricing excessive** compared to alternatives, feeling burdened by unused features in membership plans. (8 reviews) - Users face significant **integration issues** with Bonsai, particularly regarding synchronization and scheduling for global teams. (8 reviews) - Users find the **limited customization options** of Bonsai restrictive, impacting their ability to tailor the program to their needs. (8 reviews) - Users find Bonsai's features **limited and restrictive** , leading to dissatisfaction with the available options and time tracking. (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. A love hate relationship I love to hate **Rating:** 5.0/5.0 stars **Reviewed by:** Braden E. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2024 **What do you like best about Bonsai?** Honestly, for the price I'm paying, the product is solid. I've had my gripes with their support team and some of the UI changes they've made over the past year, but overall, they're addressing a critical business function that's remained affordable even as my team has expanded. The ability to track my time and have the hours automatically populate into an invoice has been incredibly time-saving. Offering online payments while passing on fees to clients who choose that option has been a great feature as well. Overall, the templates and integrations have made the product very enjoyable to use, and it's become so essential that I actually take the time to reach out to customer support and provide feedback when things aren't working correctly. **What do you dislike about Bonsai?** Customer support can be difficult to work with, whether it’s their staff not knowing how some features work, providing incorrect responses, or giving canned answers for the wrong issue. I feel like they've improved over the past year, but it’s still a challenge. The chat experience still feels like you're just a ticket in their queue, not like you’re having a real conversation with a human. **What problems is Bonsai solving and how is that benefiting you?** Bonsai provides a single platform for managing proposals, contracts, and time tracking, all the way through to invoicing. It’s helped my team and me build a structured process for customer engagements and has streamlined everything related to time tracking and billing clients, making the entire workflow more efficient. ### 2. Great Accounts/CRM/collab solution for micro and small businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Anita Q. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Bonsai?** Professional looking easy to use and implement timer, project/client set up and invoicing/chasing etc. Ability to log a partial payment and email client with updates, disable routine reminders if required and to tweak/suspend accrued interest again as necessary when negotiating with clients (without the overheads of a full accounting app if you're only operating on a micro level). Basic CRM if payng for basic package. Reasonably priced and does what it says on the tin. Templates are useful and allow for limited personalisation. Customer support is always swift to reply and action any issues. **What do you dislike about Bonsai?** Less functionality for UK based accounts unfortunately re annual accounts/HMRC. Loging in can be slow when obligatory adverts have to be loaded first in order to proceed even though Kaptcha has been 'ticked'. Templates could have more leeway for personalisation,i.e contracts, whilst still prohibiting changing any legal necessities as dictated by country you're located in. Integration of Excel database to Bonsai CRM was limited and would require further liaision to set up via Bonsai Customer Services, so not impossible but a bit of a faff. **What problems is Bonsai solving and how is that benefiting you?** As a micro business basic package allows me to do several admin/accounts functions in one place with the ability to add more if required such as collaboration and project management. ### 3. An excellent tool than is improving over time. **Rating:** 5.0/5.0 stars **Reviewed by:** Chelise B. | Co-Founder / Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Bonsai?** It's incredible to send contracts, proposals, invoices, and forms to clients all in the same platform. I love that Bonsai is a one-stop shop for freelancers and small businesses. I use Bonsai almost every day for my business. Their support team is very helpful and quick to respond to any issues I may have encountered. **What do you dislike about Bonsai?** Some features seem messily put together and poorly thought out for the end user. I hope Bonsai will continue to improve these. **What problems is Bonsai solving and how is that benefiting you?** Having a platform that consolidates all my freelance admin work into one. ### 4. Finally what I was looking for! **Rating:** 5.0/5.0 stars **Reviewed by:** Abby A. | Freelance Graphic Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Bonsai?** A lot of softwares advertise being an all-in-one resource for freelancers, but, as a freelance designer myself, it was always missing something - until I came across Bonsai. It's minimal, affordable, and super user-friendly. It took me no time to completely set my business up for success compared to other platforms with it's contracts, invoices, taxes, and even tasks taken care of. When I had a question, Bonsai's support team was quick to respond and solve my problem. I use Bonsai every day and look forward to seeing my business grow with them! **What do you dislike about Bonsai?** I would really like for Bonsai to further develop the task section or develop some kind of integration with Asana. The task section is helpful, but not entirely as advanced as others that I can do without a task management platform. **What problems is Bonsai solving and how is that benefiting you?** Becoming a freelancer in 2024, I wanted a program that I could send proposals, invoices, and contracts, keep a record of my receipts and taxes, manage my clients, and keep time for those clients. Bonsai had that in one platform for me so that I didn't have to purchase 3-4 different programs. Although I wasn't originally looking for these things, Bonsai also had banking, forms, and task management which I have utilized since subscribing. ### 5. Bonsai - The Leatherman of Biz Productivity Platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Scott R. | President/Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Bonsai?** I like how Bonsai has enabled me to reduce my productivity/operations software spend on a monthly and yearly basis. Since I switched to it, I don't have to have a SaaS software for Accounting/Bookkkeeping/Invoicing, Proposals, Contracts, P&Ls and scheduling because now Bonsai handles this all in one spot. This is important because it both saves my company money and the time having to shift between multiple platforms to handle all of my operational needs. **What do you dislike about Bonsai?** The "jack of all trades, master of none" figure of speech applies to Bonsai's feature sets sometimes. It might be a thing that is missing or a feature that exsists, but doesn't quite do what I want it to do for a particular need. **What problems is Bonsai solving and how is that benefiting you?** Bonsai solves my: - Project management needs - Proposal creation/management - Bookkeeping - Invoicing - Scheduling - Contracts (and audit chain) ### 6. I've really enjoyed Hello Bonsai for the past 4 years **Rating:** 5.0/5.0 stars **Reviewed by:** David M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Bonsai?** Bonsai is most helpful because it's got a user-friendly interface for handling some of my most pressing needs as an independent contractor, without the extra fuss of many other platforms. It's well designed and easy to look at, which makes a lot of tasks that I normally find tedious to be a little more enjoyable. Invoicing is a breeze and my clients have responded well to my proposals made with Bonsai since I switched over to using them. I find the tax extension especially useful for easily tracking business expenses and being prepared for quarterly tax payments and tax time. **What do you dislike about Bonsai?** While I like the ease of use each of the features around proposal-sending, contracting, invoicing, and questionnaire sending, I wish there was a bit more automated connection between these 4 aspects of the onboarding flow. I can't quite have each of those steps all be completed by a client at the same time- doing certain steps requires completion and back-and-forth communication with me before I can approve/send the next piece, and this slows me down sometimes in terms of responsiveness with sales leads/potential clients. **What problems is Bonsai solving and how is that benefiting you?** Bonsai helps me solve for how to send proposal and invoice clients electronically, how to send and have them review & sign contracts electronically, and how to easily track business expense and income transactions for tax purposes. The electronic-based services benefits me because clients are much more likely to respond and respond more quickly than through traditional paper/mail methods, and this helps me meet my bottom line more efficiently. The expense tracking and bank integration really helps me with saving time with tax prep, which is much appreciated. ### 7. Total Game Changer for My Business **Rating:** 5.0/5.0 stars **Reviewed by:** Elaine Skylar N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Bonsai?** Ever since I started using Bonsai, I've had the three best consecutive months in my business to date. The proposals I'm creating are just next level in comparison to the platform I was using before. The designs are beautiful and on-brand, and the ability to create templates using saved services is such a massive time-saver. Bookkeeping is a breast. I also love the overall design aesthetic of the platform. **What do you dislike about Bonsai?** I really wish Bonsai had a better built-in calendar/task-tracking integration that is more like Asana. That is the main thing I feel like would improve this platform. **What problems is Bonsai solving and how is that benefiting you?** I'm using Bonsai for proposals, invoicing, and bookkeeping for my business. ### 8. Customer Service Is Almost Non Existing **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Bonsai?** I love the platform and how user friendly it is. I've been using Bonsai for over 2 years. **What do you dislike about Bonsai?** I typically reserve my reviews for when I have nice things to say, but I feel compelled to express my disappointment with the customer service at Bonsai. Support sucks and ia basiaclly non existant. I've been waiting for support to get back to me for 9 days now and still nothing. If you don't care about good customer support go with bonsai but if that's inportant to you stay far far away from bonsai becuase they have NO SUPPORT. **What problems is Bonsai solving and how is that benefiting you?** I use Bonsai to manage my entire business, from start to finish. However, I'm not impressed with their support—it's practically non-existent. **Official Response from Laure Albouy:** > Thank you for taking the time to share your feedback. We're genuinely taken aback by your recent experience with our Support team, as we make every effort to offer swift and attentive assistance to all our customers, typically responding within 1 business day, and frequently even sooner. After conducting a thorough search in our records, we couldn't locate any interaction that matches your description. It's possible that there was a miscommunication or oversight, and we're eager to assist you in resolving any issues you may be facing. We encourage you to reach out to our Support team at support@hellobonsai.com so that we can assist you further. ### 9. It is a great online solution with a room to improve **Rating:** 4.0/5.0 stars **Reviewed by:** L P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 10. Great product to streamline contracts, invoicing, and scheduling for (very) small businesses! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2024 **What do you like best about Bonsai?** Bonsai has helped me launch my small educational consulting business (I am the only employee). The contract and invoicing are the most helpful features, especially since I can easily have clients e-sign contracts. Also, I love that there are auto reminders for invoices, so I never have to remember to ping clients if an invoice is coming due or overdue. Lastly, the scheduling feature has been great and allowed me to avoid paying for Calendly. **What do you dislike about Bonsai?** There are lots of aspects of Bonsai that I either do not use or do not know if they make sense for me to use. I wish you could select features and pay a discounted amount if you do not need to use the additional features. Also, I had issues with using Google Meet through the scheduling feature, but since I've purchased an annual Zoom subscription I haven't had any issues and it works seamlessly with the scheduling feature in Bonsai. **What problems is Bonsai solving and how is that benefiting you?** It allows me to invoice and send contracts to clients (and have them e-sign) with ease! It saves me lots of back and forth and keeps everything organized. ### 11. The ultimate in software solutions! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** I like it in its entirety. It's full service a covers a broad range of needs, but does so in a very intuitive manner. I moved my business over from Fbooks, and the data transfer was quick and easy and didn't lose a step. If I've had issues the support has been super helpful and quick, it's seriously impressive. **What do you dislike about Bonsai?** I don't think they're charging in CDN dollars yet. As a Canadian I would like to pay in my own dollars not USA funny money as the exchange is brutal. **What problems is Bonsai solving and how is that benefiting you?** It covers a wide range a areas in one service. Previously I had about 3 software to do so. ### 12. Great tool, beautiful interface, using for 1.2 years so far **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 13. A must-have for freelance creatives **Rating:** 5.0/5.0 stars **Reviewed by:** Bernie D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** Bonsai has helped me organize my bussiness and speed up my workflows for every step of client and project management. The biggest benefit so far, is the time that has freed up for me to focus on designing. **What do you dislike about Bonsai?** There are few downsides to this software. But with that said, I think the one thing that needs improving is Bonsai's time tracking features. It's a little clunky on desktop and I think there could be more features around it online as well. **What problems is Bonsai solving and how is that benefiting you?** It's speeding up all of my CRM duties that help bring in work as a freelancer. It's saved me countless hours on proposals and invoicing. ### 14. Solid platform, continuous improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 15. The perfect fit for my creative business **Rating:** 5.0/5.0 stars **Reviewed by:** Karla C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** I love so many things about Bonsai: the well-written contracts, the ability to add custom branding, the bank account, and bookkeeping features. **What do you dislike about Bonsai?** When starting a new project, you have to backtrack to create a new client first. Sometimes I want to simply make an invoice for a new client - I wish whatever info I input on the invoice would automatically create a new client rather than having to do that first. **What problems is Bonsai solving and how is that benefiting you?** Streamlined system for invoicing, contracts, and proposals. Business bank account to keep all my money in one place - and envelopes to separate out the funds for tax savings and payroll. ### 16. Easy Invocing Platform, Quick Customer Service Response **Rating:** 5.0/5.0 stars **Reviewed by:** John C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about Bonsai?** Quick and easy interface to create a customer profile or send out a contract for signature. Allows sample customer to get experience with how the contracts or invoicing works. Customer support is always quick to repsond. Either same day or the next. **What do you dislike about Bonsai?** Does not have semi annual taxes. Takes a couple weeks for first couple of payouts which is a long time compared to other processors i've used. **What problems is Bonsai solving and how is that benefiting you?** This has time tracking, invoicing works well and able to set different types of contracts is really benenficial. ### 17. Great for Freelancers **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie C. | Contortion/Handstands Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** Bonsai makes my work so much easier. It really helps you from start to finish with getting clients. I have never felt the need to consider another invoicing tool because I love this one. I highly recommend! **What do you dislike about Bonsai?** With the update the time tracking insights changed and I miss the old version. Other than that I have no compaints! **What problems is Bonsai solving and how is that benefiting you?** Bonsai helps me manage my projects and manage my income. ### 18. Great all in one tool with a clean, easy interface **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 19. Comprehensive tool for soloprenuers **Rating:** 4.5/5.0 stars **Reviewed by:** fahad p. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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 **What problems is Bonsai solving and how is that benefiting you?** Connecting contracts to invoices to timetracking, at a client, project and aggregate level ### 20. Payment Processing is Horrible and so is Customer Resolution **Rating:** 0.0/5.0 stars **Reviewed by:** Sharina M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Bonsai?** Organization and that is it. I can get that with Design Files and other platforms and do not have to go through this inconvenient process of my funds being on hold. **What do you dislike about Bonsai?** Bonsai customer support is HORRIBLE and I honestly feel that it may even be AI generated because the responses does not resolve issues at hand or even the attempts to make customer happy are a fail. I also am disappointed with how payments are not processed in a timely manner even after showing proof of customer business to business relationship. I do not like not being able to talk to a live human to get the support that is needed. It is now October 9, 2023 and my funds have been on hold since October 5, 2023. This has caused a GRAVE inconvenience for me and my business and the issue is still not resovled even with my client attached to the emails. Update: After submitting all legal documents such as signed contract, floor plans and even the rules and covenant from the property of the projects I was hired to do, Bonsai wanted my clients facebook page to confirm my business with her even though she was attached on the emails, this is the response I recieve: Hello Sharina, Thanks for your patience here. We have re-enabled your account. Your payout is set to be released on Oct 17, per your Limited Payout schedule (7 days from date of payment). Your account was subject to a manual review process. I regret to inform you that we will not be able to provide you with our Bonsai Payments offering going forward. Your Bonsai Payments account is disabled, but you can keep using Stripe Payments or Paypal to collect payments from your customers. You will need to turn off your Bonsai Payments account first by clicking "deactivate acccount Thanks for your understanding, Dorian Bonsai Operations Dorian Bonsai Notice my client paid on October 5th and funds have been debitied from her account, it is now October 10th as of date of this review. Not only have they disable my account but they are not releasing my funds until October 17th. This is what AI Generated customer support is dong to LIVE PEOPLE! UTTERLY DISGUSTED AND THIS DORIAN IS INHUMANE!!! **What problems is Bonsai solving and how is that benefiting you?** They have not solved the problem but suggest they offer a refund which will delay the process of my funds being held up longer since the client states the funds have already been taken out through her bank. **Official Response from Laure Albouy:** > We appreciate you taking the time to share your feedback with us. It looks like our team required some additional verification that couldn't be confirmed. Regardless, it's disheartening to hear that we fell short of your expectations, and we'll work with our internal teams to improve our processes and communication. ### 21. Wonderful yet Simple CSM! **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan J. | Freelance Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Bonsai?** Bonsai is a simple way to create all of your forms, proposals, invoices and so much more all in the same place. **What do you dislike about Bonsai?** I haven't come across anything about Bonsai that I dislike yet. **What problems is Bonsai solving and how is that benefiting you?** Bonsai is one place online that allows me to onboard my clients, get a proposal too them, and invoice them and then they can pay for all of my services online through the Bonsai invoices. ### 22. Disappointed. **Rating:** 2.0/5.0 stars **Reviewed by:** jason t. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Bonsai?** Conceptually it's very strong. It has all the features to run a creative business, unfortuantely I have a laundry list of problems. **What do you dislike about Bonsai?** Disappointed so far.... I'm having quite a bit of trouble, but I'm staying the course for now because conceptually this app fits my needs, but here's my problems so far: 1. Technical and Formatting Issues: • Inability to adjust certain images within the title page; automatic downscaling of images. • Images on mobile devices are cut off, stretched, or contorted. • Issues with image stretching and formatting in proposals, affecting visual quality. • Images often appear pixelated or of low quality when uploaded to the platform. 2. Customer Service and Support: • Slow response times (1-3 days) from customer service. • Partial or inadequate addressing of issues raised. • Unresponsive telephone support; calls go unanswered. 3. Billing and Pricing Transparency: • Double charged within a 30-day period. • Unclear additional charges for adding a partner and activating features. • Forced payment for account feature access. 4. Platform Functionality and Management: • Sent proposals don’t automatically move to the ‘sent’ column; manual adjustment required. • The cell phone app lacks editing capabilities and clarity on useful features. • No straightforward testing process for proposals; must send to self for testing. • Resets in white glove branding feature after account adjustments, leading to unintentional branding presence. • Inadequate preview functionality; does not fully display client’s view. 5. Delivery and Tracking: • Partial delivery of proposals to recipients. • Unreliable read receipt functionality. • No confirmation of proposal receipt or review by recipients. **What problems is Bonsai solving and how is that benefiting you?** Nothing yet. ### 23. Great, all-in-one software for freelancing. **Rating:** 4.5/5.0 stars **Reviewed by:** Cory R. | Superhero Webflow Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** ACH payments take way too long to process through. I can't wait that long for my money. **What problems is Bonsai solving and how is that benefiting you?** Having all my admin tasks in one place is hugely beneficial to me. ### 24. Do not recommend if you expect timely payouts from invoicing - Great for 1 employee **Rating:** 0.0/5.0 stars **Reviewed by:** Paris P. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2023 **What do you like best about Bonsai?** - Customizable invoicing - Time tracking works well - It works really well if you don't have any employees (I have 5+ subcontractors and billing is a NIGHTMARE) - Integrates to Quickbooks Online **What do you dislike about Bonsai?** - No way to call them or get a hold of them - Very easy for clients to accidentally "double pay" - Subcontractor functionality does not make any sense, you can't review before your subs bill you how much they have been working - I am a credible agency but they blocked over $20k from client payments going to my bank account for ~2 weeks. Extremely frustrating and the team there doesn't seem to care at all. - Cannot be used for project management or be integrated with Monday.com. **What problems is Bonsai solving and how is that benefiting you?** Time tracking is nice with Bonsai because it syncs directly to the invoice to offer transparent billing to clients. Problems it's NOT solving is getting paid on time. **Official Response from Laure Albouy:** > Hi Paris, Thank you for taking the time to provide your feedback. Firstly, we’re happy to hear that you’ve found our core features like time tracking and invoicing valuable. To address your other point about payments - our team worked to remedy the unique situation related to your payout. While we were able to resolve this, we understand the frustration and inconvenience you encountered. We’re taking this opportunity to make improvements so issues such as this can be avoided in the future. In terms of your experience with multiple employees, we hear you! Our team is focused on refining the overall teams/subcontractor experience in the near future. And we’re always open to suggestions and feedback from our customers. Let us know how we can make this experience better for you and your team by reaching out to support@hellobonsai.com ### 25. BEWARE!! Worst company I've ever dealt with. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2023 **What do you like best about Bonsai?** Nothing. I liked nothing. They have the worst customer service, and I never received my funds. **What do you dislike about Bonsai?** If I could leave a ZERO star, I would. This is the absolute worst company I've ever stumbled across. I am a freelance social media manager and I was attempting to make invoices for my clients through Hello Bonsai. The invoice sending was successful, and my clients were able to easily pay. At that point, Hello Bonsai decided not to release the funds to me. Instead they continued to ask extremely vague questions about my business that led to them saying I couldn't provide them with enough information to validate my business. Vague questions where it was impossible for me to provide a suitable answer. So my belief is that this was intentional to keep the funds for themselves. I even went to the trouble of having an executive, from the company that hired me, write and sign a letter stating they hired me to do their social media management. That still wasn't good enough for them to release my funds. I also provided website addresses, Instagram handles, marketing strategies from private meetings within my company, and much much more. None of it was "apparently" sufficient. Additionally, multiple people were responding to the support messages from Bonsai, and none of them were in the loop with each other on what I had already provided. So I went in circles and provided duplicate information to Bonsai at least 5 separate times. All of which was never "enough info". I cannot stress enough that no one should ever ever use this company. They are FRAUD and they intentionally make it impossible to get your funds. I'm hoping that my client gets refunded, but who knows if that will happen. I opened an online investigation of their website and services, so maybe soon they will be shut down for good. BEWARE!!!!!!!!!!!!!! **What problems is Bonsai solving and how is that benefiting you?** They are not solving any issues. I ended up having to cancel my account completely and ask them to refund my client, which I'm hoping they actually do. I have very little faith in that, however. An investigation has been launched against Hello Bonsai. **Official Response from Laure Albouy:** > We sincerely regret the less-than-ideal experience you encountered. Although there are instances when additional documentation is necessary to verify business information, we are committed to streamlining this process and communication around these requests moving forward. Our Operations team actioned the invoice refund the same day that you've requested it. Let our team know if we can assist with anything further by sending us an email to support@hellobonsai.com. ### 26. LOVE Bonsai! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Bonsai?** Seems to have a lot of features that others do not, like contract templates. It is easy to set up. **What do you dislike about Bonsai?** Pricey compared to other services like it. **What problems is Bonsai solving and how is that benefiting you?** Keep my freelance projects organized. ### 27. New to Bonsai and so far I’m loving it **Rating:** 4.0/5.0 stars **Reviewed by:** Sheena R. | Sr. Production Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Bonsai?** The user experience is simply and straight forward even for a new business owner`` **What do you dislike about Bonsai?** Nothing is least helpful. There are no downsides. **What problems is Bonsai solving and how is that benefiting you?** I can keep track of my client contacts,scheduling, and billing in one place,which helps me stay organized. ### 28. Best solution for Invoicing and managing customers online **Rating:** 5.0/5.0 stars **Reviewed by:** Ariel P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Bonsai?** We are a design as a service company, we need to manage several clients, invoicing and tracking payments, Bonsai has been our best solution for it. **What do you dislike about Bonsai?** For now, everything works like it shoulhd **What problems is Bonsai solving and how is that benefiting you?** Managing invoices, accounting and payment solution ### 29. The usability of Bonsai **Rating:** 4.0/5.0 stars **Reviewed by:** Heather T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Bonsai?** I like its usability and functionality. Very easy to use and streamlined. **What do you dislike about Bonsai?** I don't dislike anything about the product at the moment. **What problems is Bonsai solving and how is that benefiting you?** Bonsai is helping the business with its contract management, billing and invoice management for the business. Ho ### 30. Efficient Business Support and Strong Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** It tracks all financial information for my business in one place. Invoice management is simple and straightforward for all. ### 31. Great Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Catharine C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** I love the simplicity of the interface & that I can have my invoices & contracts **What do you dislike about Bonsai?** Nothing so far! I really like the software **What problems is Bonsai solving and how is that benefiting you?** Solving the problem of using too many different softwares ### 32. Loving Bonsai! **Rating:** 4.5/5.0 stars **Reviewed by:** Jenn M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Bonsai?** I like the user friendly on both sides, the backend and the client. **What do you dislike about Bonsai?** Not enough automation options without using a third party. **What problems is Bonsai solving and how is that benefiting you?** A better place for all client documents and information. ### 33. Impressive Task Management **Rating:** 4.5/5.0 stars **Reviewed by:** Peter L. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2023 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 34. Hello Bonsai has exceeded my expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Bonsai?** I like the template proposals that are offered for each type of project which I can engage in with my accounting clients. **What do you dislike about Bonsai?** At the current time, I do not have much I dislike. **What problems is Bonsai solving and how is that benefiting you?** Streamlining sending proposals to potential leads and keeping track of which potential clients are leads and which are clients ### 35. Amazing Business Management Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Bonsai?** I enjoy using Bonsai because it has all of the built-in tools and documents I need to run my business on a daily basis which allows me to be able to streamline my processes. The set-up process was easy and the customer support team quickly answered my questions. **What do you dislike about Bonsai?** I would love it if Bonsai would integrate with PayPal! **What problems is Bonsai solving and how is that benefiting you?** I use Bonsai to manage my projects which has allowed me to streamline my processes. ### 36. Great software for a very small business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Bonsai?** It allows me to manage my proposals, invoices and payments all in one place. I also like that I can manage my services, packaging, contacts. I also think the scheduling too, forms and expense tracking tools are handy as well. **What do you dislike about Bonsai?** I don't dislike anything but I wish that you could export your contacts and form responses into csv files. **What problems is Bonsai solving and how is that benefiting you?** It allows me to have all of the key things i need for my business in one place. It definitiely helps me track tasks, contracts, and proposals. ### 37. Excellent Time Tracking and Invoicing **Rating:** 5.0/5.0 stars **Reviewed by:** Scott F. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Bonsai?** I am a freelancer and do a lot of subcontracting jobs for different companies. Bonsai is the best app I have seen for creating tasks with notes and descriptions, collaborating with other users regarding those tasks, tracking time spent on each task, and then billing the company for said tasks in a hundred different ways. **What do you dislike about Bonsai?** The only downside is that, depending on what you do, the premium packages can be a bit expensive, and the subscriptions don't let you pick 1 or 2 aspects of the program to use. **What problems is Bonsai solving and how is that benefiting you?** Bonsai allows me to create and maintain a thorough task lists, collaboratively, with the team of my choosing, and then keep track of billing times down to the second. From there I can invoice said company using dozens of different criteria, send them an invoice, and even get payments online through Stripe or other payment services. ### 38. User friendly platform **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel C. | Web Designer & Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Bonsai?** Definitely the contacts, agreements, and form functionality **What do you dislike about Bonsai?** i think it's a little bit restrictive in terms of internal operations and also automation. **What problems is Bonsai solving and how is that benefiting you?** well with bonsai I can have everything in one place. from scheduling to invoices, contracts, projects management, etc ### 39. Bonsai has simplified my business transactions. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Bonsai?** Easy and Effective system for sending invoices and contracts. **What do you dislike about Bonsai?** I dislike the charges for recieving money sooner. **What problems is Bonsai solving and how is that benefiting you?** One stop shop for accounting, contracts and invoices. ### 40. TERRIBLE EXPERIENCE-NO ACCESS TO MONEY!!! **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2023 **What do you like best about Bonsai?** Front end seemed great, was so pleased to set everything up and get rolling. Then the wheels started to come off. **What do you dislike about Bonsai?** My first transfer of funds from my client was held by Bonsai for 7 biz days. (ok I guess...it's in their policy) Then my next TWO client transfers were held up for an additional 7 BUSINESS DAYS before being deposited to me. (I do not as of writing this have access to the $$. I have set everything up correctly in my account, set up biz banking, been verified, etc. This is fraud and equivalent to what the large banks have done. Floating in $$ and collecting interest. I tried to bring this up with customer service twice and was given a generic, unhelpful response. Each response took almost a full day. In addition, my banking card never arrived and I was never able to set up my external account with micro deposits. I finally connected it today via a diff method. All in all I've had a TERRIBLE experience and my funds are still held hostage by Bonsai. Just awful. Buyer beware. **What problems is Bonsai solving and how is that benefiting you?** n/a **Official Response from Laure Albouy:** > Thank you for taking the time to share your experience. We're sorry to hear that we didn't meet your expectations with the payout speed. It does take a bit longer for the first few payments to process, which we never want to come as a surprise - we provide messaging within Bonsai and in our help center to explain payment schedules and processing time. Our Support team strives to respond within a day, and we’ll be working to improve how we explain certain payment details to our customers based off your feedback. We can also help reorder the card on your behalf - just reach back out to support@hellobonsai.com so that we can assist further. ### 41. Bonsai is greatly beneficial **Rating:** 5.0/5.0 stars **Reviewed by:** Jason A. D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2024 **What do you like best about Bonsai?** I love that Bonsai has all the resources I need and is very affordable. **What do you dislike about Bonsai?** I wish there were more resources I could use. **What problems is Bonsai solving and how is that benefiting you?** Client Management and organization ### 42. The best platform for freelancers. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Bonsai?** I can easily issue online-payable invoices from the account where my money sits in checking. It's extremely convienet and simple. Importantly, I can choose to pass the cc processing fee on to my client. **What do you dislike about Bonsai?** The graph that they display to chart income and expenses is hard to read, and not very helpful. **What problems is Bonsai solving and how is that benefiting you?** Bonsai serves a one-stop shop for running a small freelance business. ### 43. Great Contracting Software, Rough Around the Edges Elsewhere **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Bonsai?** I love their contracts. They are super easy to set up, flexible to edit, and quite a joy to work with. It's very nice to get a contract sent to a client in such a streamlined fashion, and not have to spend a bunch of time writing the entire contract from scratch (or copy pasting and editing from elsewhere) and then figuring out a service to use to upload and send it just for signature. Kudos to Bonsai for that part of the software. **What do you dislike about Bonsai?** Recently, I encountered what I would call a pretty critical bug with a contract. The support was very helpful in trying to resolve the issue for me. However, they couldn't resolve the issue. The uploaded SoW on the contract is, when you click the link, completely inaccessible to myself and the client. As a result, I do not trust the software at this point. They also have very aggressive auto reminder and auto invoicing settings, and sometimes I don't want that because invoicing and/or payments are already handled outside Bonsai. It seems like they're really trying to push you to doing everything inside of Bonsai. There have also been numerous bugs and frustrations that have taken a lot more time than I would've desired, such as: 1. My profile picture is still not correct and I can't edit it on one page. 2. It felt like a ridiculous process to change my email address (required me to submit sensitive personal life information documents). 3. It was very difficult to add a partner account for someone that had previously had a Bonsai account. Anyways, I can't recommend them at this point. The bug with the SoW not being accessible on an already signed contract is critical, and the fact that they couldn't fix it is even more concerning. If you're doing legally binding contracting software and a SoW isn't accessible then that's a serious issue. **What problems is Bonsai solving and how is that benefiting you?** Bonsai streamlines the creation of contracts for our company and getting those contracts signed. We occasionally use the invoicing features as well. It benefits us by speeding up the contract process and streamlining, in some cases, parts of the invoicing feature. **Official Response from Laure Albouy:** > Thank you for taking the time to share your feedback. We understand your frustration and apologize for the inconvenience. Our goal is to provide a seamless and reliable experience, and we’re committed to addressing issues quickly. I’m happy to report that our team has since resolved the bug you’re referring to, and everything should be operating properly now. Please reach back out to support@hellobonsai.com and we’ll be happy to look over your reminder settings, help with your profile picture, and address any other concerns. ### 44. Great platform with great potential **Rating:** 3.5/5.0 stars **Reviewed by:** Matthew M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** 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. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 45. Easy to use with a clean and simple interface **Rating:** 4.0/5.0 stars **Reviewed by:** Siva K. | SOFTWARE ENGINEER, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Bonsai?** 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. **What do you dislike about Bonsai?** currently does not offer a mobile app, which may be a drawback for users who need to manage their work on the go. **What problems is Bonsai solving and how is that benefiting you?** 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. ### 46. Use any other app **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2023 **What do you like best about Bonsai?** The UI and supposed ease of use. It sold me a mixed bag of seemlingly awesome features, none of which I was able to access based on not being paid out by the platform. **What do you dislike about Bonsai?** Bonsai makes it incredibly difficult to issue payment. It held 10 figures worth of money in limbo from me for about a month before I decided to issue a refund to my client, cancel the account, and look for a different option to receive payment. Not to mention, I reached out to support numerous times without a single answer. **What problems is Bonsai solving and how is that benefiting you?** They didn't solve any of my problems, in fact, they gave my money problems. When looking for a service to collect payment, receiving said payment should be easy. It's not. ### 47. Really great **Rating:** 5.0/5.0 stars **Reviewed by:** Denzel B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Bonsai?** It helps with taking payments and keeping all your clients in one place. I've been using them for a year now and so far their pricing is great and the features like contracts, forms and invoicing are great. **What do you dislike about Bonsai?** Cash Card doesn't work well internationally **What problems is Bonsai solving and how is that benefiting you?** It helps me take payments from clients that isn't able to use certain methods. ### 48. A powerful SAAS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Bonsai?** The ability to integrate with multiple SAAS's. **What do you dislike about Bonsai?** Lack being fully functional from the website. **What problems is Bonsai solving and how is that benefiting you?** It's helpful when it comes to generating invoices, integrating with Quickbooks and Harvest, also time tracking freelance worker hours. ### 49. Great invoice creation tool for contractors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Bonsai?** Ease of creation of invoices and the ease of sending them to clients **What do you dislike about Bonsai?** Many features I don't use. Just needed a simple invoice creator **What problems is Bonsai solving and how is that benefiting you?** Creating invoices , sending reminders, managing invoices ### 50. The absolute best invoicing and payment software for freelancers! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick d. | Owner, creative director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2022 **What do you like best about Bonsai?** As a designer and small business owner, I have tried SO MANY invoicing and payment platforms. All of them claim to be the best for a variety of reasons. After switching to Bonsai I can safely say I finally found the best. Not only is their platform easy to use and user-friendly, but they automate helpful pieces of the payment process and my favorite part is you can charge your customer the CC processing fees. The money I save on processing fees alone MORE than covers my Bonsai subscription cost. It's a no-brainer. **What do you dislike about Bonsai?** I'm not sure there is anything worth noting that I don't like at this point honestly. **What problems is Bonsai solving and how is that benefiting you?** Reminding customers of their pending invoices is super helpful. But I think the main problem they solve for me is allowing me to charge my customers for the credit card fees. This allows me to get paid faster and the savings MORE than cover the cost of my Bonsai subscription so it's a win-win. ## 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?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+18%3A55%3A25+-0500&secure%5Bsession_id%5D=162f1ca5-05d4-45de-88a5-3204251e76c0&secure%5Btoken%5D=1aa746bc4f904a69a68799652032182382e05b55ea21b66631dff0a2da325bc5&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 - [HoneyBook](https://www.g2.com/products/honeybook/reviews) - 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