Bonsai software simplifies freelance business management by automating contract creation, invoicing, and project tracking. While it might be initially complex for beginners, its comprehensive features help administrate multi-tasking, workflows, and management efficiency for freelancers. Users especially laud Bonsai software for its client portal, CRM, and reporting capabilities.

Bonsai Software Specifications

Financial Reporting

Invoice Management

Expense Tracking

Tax Management

View All Specifications

What Is Bonsai Software?

Overview

Bonsai software is a cloud-based business management solution for freelancers and small business owners across various industries. It provides an all-in-one solution, helping users streamline administrative tasks and maintain clients. By eliminating common challenges such as manual project management and inefficient billing processes, the software aims to enhance productivity and reduce overhead. Bonsai software offers a centralized platform for essential business functions, enabling users to focus more on project delivery and collaborations.

Bonsai Software Pricing

The software offers four packages:

  • Starter: $21/month (for contractors and freelancers)
  • Professional: $32/month (suitable for independent businesses)
  • Business: $66/month (for growing agencies and businesses)
  • Scale: custom quote provided (ideal for bigger companies)
Bonsai software cost will differ depending on your organization type and needs. Moreover, users can get pricing specifics to pick a suitable, tailored plan.

Disclaimer: The pricing is subject to change.

Bonsai Software Integrations

Bonsai software seamlessly integrates with various business applications, including:

Watch a free Bonsai demo to learn more about its integrations.

Who Is Bonsai Software For?

The software is for freelancers and small to medium-sized businesses across various industries, such as:

  • Consulting firms
  • Marketing agencies
  • Architecture firms
  • Engineering and IT
  • Interior design
  • Accounting firms
  • Creative studios

Is Bonsai Software Right For You?

Bonsai software is a reliable choice for freelancers and growing businesses due to its comprehensive approach to managing independent operations. It integrates essential project management functions like time tracking, budgeting, and task management into a single platform. Now freelancers can optimize their workflows and improve management efficiency. This consolidation helps businesses and freelancers operate smoothly and scale effectively.

Still not sure if Bonsai software is right for you? Contact us at 661-384-7070, and our experts will assist with all your further inquiries, helping you make the best decision.

Bonsai Software Features

Bonsai software enables users to log hours worked on various projects, ensuring accurate time monitoring and billing. It provides detailed reports to record and manage time efficiently and track billable work.

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This feature allows users to establish and monitor financial goals for each project. It helps freelancers stay within budget by providing insights into expenses and revenues. Users can achieve better financial management and prevent overspending.

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This tool organizes and prioritizes tasks within projects through its support for Kanban and Gantt charts. It boosts project productivity and workflow by providing a clear view of deadlines and responsibilities with automation for recurring tasks, estimation, and statuses.

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The software helps users allocate and manage resources effectively across projects. It benefits freelancers by optimizing the allocation of time, skills, and finances. This feature ensures that resources are well-placed and projects get completed on schedule.

how it worksSee How It Works

This feature allows clients to view project progress, invoices, and contracts. It provides transparency, facilitates communication, and streamlines administrative processes. Bonsai software now offers a better organized and professional client experience.

how it worksSee How It Works

Pros and Cons of Bonsai Software

Pros

  • Easy to navigate
  • Customizable templates
  • Efficient task management
  • Multiple payment options
  • Intuitive mobile app

Cons

  • Occasional logouts are frustrating, according to some users
  • Lack of advanced reporting
  • As per some users, they sometimes experience slow customer support
  • Document limitations

Bonsai Software Reviews

Overall Rating

4.6

32 Review(s)

Rating Distribution

5

star

(24)

4

star

(5)

3

star

(1)

2

star

(1)

1

star

(1)

August 2024

Try it, it's been helpful to us

Anonymous

Hospital & Health Care

Ease of use

9

Value for money

10

Customer Support

9

Functionality

9

Pros

Getting my business started became so much simpler thanks to Bonsai software!

Cons

Some of the screens were a bit less user friendly than I expected.

July 2024

Great for small businesses owners !

Anamarija

Glass Ceramics & Concrete

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Pros

The design is quite user friendly and the interface is clean overall.

Cons

Customization options for documents like invoices and proposals are somewhat limited.

July 2024

So far so good!

Daniela

Marketing and Advertising

Ease of use

10

Value for money

9

Customer Support

9

Functionality

9

Pros

It is an all in one platform like CRM, invoicing, scheduling everything you need in one place.

Cons

I was surprised to find an additional charge for the tax solution especially when the appeal is being a complete one stop shop. Also I could not connect my bank account or credit card for expense tracking.

Frequently Asked Questions

No, Bonsai software does not offer API.