Bonsai

Overview

Bonsai is a comprehensive platform designed to streamline operations for freelancers and service businesses. It integrates CRM, project management, and financial tools into a single interface. The architecture supports end-to-end client and project lifecycle management, featuring modules for estimates, proposals, contracts, invoicing, and payments. Bonsai offers task and time tracking, resourcing, and reporting capabilities. Its value proposition centers on automation, real-time insights, and enhanced collaboration. Use cases range from managing client leads and project delivery to financial tracking and team coordination, enabling users to make data-driven decisions and improve efficiency. Integrations with tools like QuickBooks, Zapier, Calendly, and Google further extend Bonsai's functionality.

Common tasks

Client Management Project Management Financial Management Time Tracking Invoicing

FAQ

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How does the free trial work?

When you sign up, your trial begins and you get full, unlimited access to Bonsai for 7 days. After the 7 days, you will be prompted to choose a plan and enter your credit card details if you haven't already to continue using Bonsai.

Can I change my plan anytime?

Yes, you can upgrade, downgrade or cancel your plan at any time via your Subscription settings.

Is my Bonsai subscription tax deductible?

Yes, the IRS allows for tax deduction for software you use to run your business. Bonsai's expense tracking even automatically categorizes your subscription as a deductible software expense.

What are the payment fees?

Bonsai charges processing fees for online payments, which vary depending on the payment method used (e.g., credit card, ACH). These fees cover the cost of handling and transferring funds. For a full breakdown of payment methods and associated fees, please refer to our help article.