Paris P.
Star Rating: 0

What do you like best about the product?
- 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 the product?
- 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 the product 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.

Peter L.
Star Rating: 4.5

What do you like best about the product?
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 the product?
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 the product 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.

Scott F.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Verified User in Design
Star Rating: 0.5

What do you like best about the product?
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 the product?
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 the product solving and how is that benefiting you?
n/a

Verified User in Computer Software
Star Rating: 1.5

What do you like best about the product?
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 the product?
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 the product 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.

marissa j.
Star Rating: 0

What do you like best about the product?
Time tracking. That's about after this expericne.

What do you dislike about the product?
I have never experienced such bad customer service from any company and platform (especially a TECH company) as I have with Baonsai. My funds got put into a ghost account and I have sent so many emails and no response. When someone did eventually respond they closed the case. There is no assistance from their team on how to help me in this situation. The chat on their website does not work, no one responds, and it's an automated email. I will be canceling all my accounts with them. What tech company that is a payment software provider does not help their customers when they don't receive their funds?

What problems is the product solving and how is that benefiting you?
Nothing - the worst customer service. If anything probably only the time tracking.

Matthew M.
Star Rating: 3.5

What do you like best about the product?
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 the product?
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 the product 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.

Siva K.
Star Rating: 4

What do you like best about the product?
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 the product?
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 the product 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.

Verified User in Marketing and Advertising
Star Rating: 0

What do you like best about the product?
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 the product?
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 the product 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.

Verified User in Marketing and Advertising
Star Rating: 5

What do you like best about the product?
The ability to integrate with multiple SAAS's.

What do you dislike about the product?
Lack being fully functional from the website.

What problems is the product 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.

Verified User in Real Estate
Star Rating: 5

What do you like best about the product?
Ease of creation of invoices and the ease of sending them to clients

What do you dislike about the product?
Many features I don't use. Just needed a simple invoice creator

What problems is the product solving and how is that benefiting you?
Creating invoices , sending reminders, managing invoices

Nick d.
Star Rating: 5

What do you like best about the product?
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 the product?
I'm not sure there is anything worth noting that I don't like at this point honestly.

What problems is the product 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.

Verified User
Star Rating: 0

What do you like best about the product?
User interface is very good. Good functionality. I have no comlaints about their software product.

What do you dislike about the product?
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 the product solving and how is that benefiting you?
Invoicing service.

Sarah C.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
I'd say to really explore all of the features and take advantage of what's there.

What problems is the product 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).

Josh H.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Matt L.
Star Rating: 5

What do you like best about the product?
I love the proposal templates, and being able to keep track of all my documents.

What do you dislike about the product?
When creating contracts, I wish some areas allowed for more customization.

Recommendations to others considering the product:
Easy to use, and a great resource for sending and keeping track of documents.

What problems is the product 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.

Jess J.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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What problems is the product 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.

Fernando A.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Arleigh B.
Star Rating: 4.5

What do you like best about the product?
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 the product?
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 the product 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.

Marlon H.
Star Rating: 3.5

What do you like best about the product?
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 the product?
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 the product 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.

Nick D.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Daphné S.
Star Rating: 5

What do you like best about the product?
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 the product?
Not being able to make changes on my notes from the Bonsai app, which would be excellent when on the go.

What problems is the product 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.

Spenser W.
Star Rating: 4.5

What do you like best about the product?
The time tracking has been great for providing detailed timesheets to clients.

What do you dislike about the product?
The only thing I would change would be all the different add-ons.

Recommendations to others considering the product:
It's a great starter tool for getting into freelancing and managing your clients.

What problems is the product 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.

John L.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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!

Simon D.
Star Rating: 4.5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Ale M.
Star Rating: 5

What do you like best about the product?
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 the product?
I would love to have more automation options.

Recommendations to others considering the product:
Trust the app.... you may sometimes think that you don't need everything that Bonsai offers, BUT YOU DO!

What problems is the product 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

Erika S.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Verified User in Marketing and Advertising
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Catharine K.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Ebrahim H.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Jessica M.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Verified User in Graphic Design
Star Rating: 5

What do you like best about the product?
Simple to use, creates a very professional experience for clients, and they keep adding new features all the time.

What do you dislike about the product?
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 the product 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.

Alex R.
Star Rating: 5

What do you like best about the product?
The ability to have contracts, questionnaires, and client portals alongside my time tracking and invoicing features.

What do you dislike about the product?
Lack of ability to track income from linked bank account.

What problems is the product solving and how is that benefiting you?
I'm able to simplify my tax preparation and spend less time on bookkeeping.

BreAnne S.
Star Rating: 5

What do you like best about the product?
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 the product?
The fees are the most unfortunate thing. Consider we pay for a monthly subscription, the online banking fees seem unnecessary.

Recommendations to others considering the product:
Do it.

What problems is the product solving and how is that benefiting you?
Accounting, invoicing, Contracts, Timesheets. Literally of the problems.

Verified User in Marketing and Advertising
Star Rating: 4

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Spud M.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Leslie O.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Michael H.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Verified User in Motion Pictures and Film
Star Rating: 5

What do you like best about the product?
I like the customer service and how specific I can make everything.

What do you dislike about the product?
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 the product 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

Radhika S.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
If you are an independent contractor, I haven't found a software better than Bonsai!

What problems is the product 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.

Erika G.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Oshane H.
Star Rating: 5

What do you like best about the product?
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 the product?
I love everything so far there is nothing not to like about Bonsai

What problems is the product solving and how is that benefiting you?
I love being able to solve the issue of invoicing

Francesca Ricci P.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Ali K.
Star Rating: 5

What do you like best about the product?
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 the product?
There is nothing to dislike about hellobonsai!

Recommendations to others considering the product:
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 the product 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 :)

Kaitlyn F.
Star Rating: 5

What do you like best about the product?
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 the product?
I wish I could link Bonsai with Airtable

What problems is the product 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.

Katherine C.
Star Rating: 5

What do you like best about the product?
I like how its interface is not overwhelming unlike Dubsado!

What do you dislike about the product?
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 the product:
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 the product solving and how is that benefiting you?
I saved time and energy by not maintaining so many databases for proposals, contracts, invoices and tasks.

Joshua V.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Verified User in Graphic Design
Star Rating: 5

What do you like best about the product?
I can run my tracking, invoices, expenses, and project management in one login.

What do you dislike about the product?
Would be ideal if the subscription was billed in CAD, not USD.

What problems is the product 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.

Sean G.
Star Rating: 5

What do you like best about the product?
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 the product?
Not much at all! I almost wish there was a way for me to use it more!

What problems is the product solving and how is that benefiting you?
I use Bonsai to create my contracts, send invoices and keep a track of payments.

Cata H.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product 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.

Gabe A.
Star Rating: 5

What do you like best about the product?
Visibility into status of invoice and contracts in the system and pushed through to our slack channel.

What do you dislike about the product?
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 the product:
If you need contracts and invoicing, this is the software you need.

What problems is the product solving and how is that benefiting you?
Sending and signing contract in addition to creating and collecting on invoices.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
The pre-packaged contracts/proposals and integrations with signatures.

What do you dislike about the product?
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 the product 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.

Verified User in Non-Profit Organization Management
Star Rating: 3

What do you like best about the product?
Great UI easy to use created a proposal quickly

What do you dislike about the product?
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 the product solving and how is that benefiting you?
Making proposals easy

Shaylee S.
Star Rating: 3.5

What do you like best about the product?
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 the product?
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 the product 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.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Simona B.
Star Rating: 5

What do you like best about the product?
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 the product?
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 the product:
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 the product 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.

Verified User in Hospitality
Star Rating: 3.5

What do you like best about the product?
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 the product?
I don't dislike anything about this software, it's great!

Recommendations to others considering the product:
Absolutely recommend, plus you can get started for free! Great if you are starting out.

What problems is the product solving and how is that benefiting you?
To keep accurate time of project timeline as well as to manage projects

Sarah F.
Star Rating: 5

What do you like best about the product?
I love the entire platform. It encompasses everything you really need to be in business as a freelancer.

What do you dislike about the product?
I dislike that it won't integrate with my Quickbooks. They should really have more integration options in general.

What problems is the product 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.

Verified User in Animation
Star Rating: 5

What do you like best about the product?
How easy it is to keep track of all my documentation related to projects and clients.

What do you dislike about the product?
Honestly, not much! Would like venmo integration perhaps!

What problems is the product 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.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
I like how easy it is to generate quotes, contracts, and invoices.

What do you dislike about the product?
I wish the money tracking was a bit simpler to use.

What problems is the product solving and how is that benefiting you?
I can easily manage my clients tasks and collect payments.

Verified User in Architecture & Planning
Star Rating: 4.5

What do you like best about the product?
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 the product?
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 the product:
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 the product solving and how is that benefiting you?
Organising my work as a freelancer

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
Makes handling the legal and financial aspects of freelance work much easier.

What do you dislike about the product?
Its a bit more expensive that I would like but worth the cost.

What problems is the product solving and how is that benefiting you?
It helps me easily create proposals, contracts, and invoices as well as collect payments.

Verified User in Entertainment
Star Rating: 4.5

What do you like best about the product?
It is an all-around tool designed for freelancers! I loved all the of the great features, like billing & document creation but most importantly time tracking. Did I mention the beautiful UI!! I needed something fast and also had the option to be a desktop app. So far so good with Bonsai.

What do you dislike about the product?
I didn't like the lack of language support. I work with clients all over the world.

What problems is the product solving and how is that benefiting you?
Tracking the time for various clients.