Bonsai
The #1 all-in-one platform for freelancers.
Overview
Bonsai offers an all-in-one product suite that helps freelancers and small agencies run their businesses. It streamlines the entire client workflow, from creating proposals and contracts to managing projects, tracking time, sending invoices, and even handling accounting and taxes.
✨ Key Features
- Proposals & Contracts
- Client CRM
- Project Management
- Time Tracking
- Invoicing & Payments
- Expense Tracking
- Bonsai Tax & Accounting
🎯 Key Differentiators
- Integrated financial tools, including accounting and tax assistance.
- Clean, professional templates for proposals and contracts.
Unique Value: Provides a single source of truth for a freelance business, from client work to financials, simplifying operations and saving time.
🎯 Use Cases (5)
✅ Best For
- Managing the entire freelance business lifecycle from proposal to payment.
- Automating client onboarding and project setup for service-based businesses.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses that need advanced team collaboration or project management features like Gantt charts.
🏆 Alternatives
Offers more robust financial management features (like tax estimates) than competitors like HoneyBook and Dubsado.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Business tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
🔄 Similar Tools in Business Coach Platforms
CoachAccountable
An all-in-one software for business coaches to manage clients, scheduling, billing, and progress tra...
Practice
A client management platform for service-based businesses, designed to streamline administrative tas...
HoneyBook
A clientflow management platform for small businesses to manage the entire client journey from inqui...
Dubsado
A business management platform to handle invoices, contracts, scheduling, and workflows all in one p...
Paperbell
An all-in-one platform for coaches that handles scheduling, payments, contracts, and client admin....
Kajabi
A platform to create, market, and sell online courses, coaching programs, and membership sites....