Bonsai

Bonsai is a business management tool for freelancers and service firms. It brings clients, projects and billing into one platform, so the work from first contact to final invoice happens in one place.

Bonsai helps you manage leads and send proposals, estimates and contracts. Once a client signs, you can set up projects with tasks and timelines, track time against them and send invoices. Recurring payments and retainers can be set up for ongoing work. A client portal lets clients follow progress and pay from one page, and reports show revenue and project budgets.

• Proposals, estimates and contracts
• Project tasks and Gantt charts
• Time tracking and timesheets
• Invoicing and recurring payments
• Client portal for projects and payments

Bonsai suits freelancers, consultants, agencies and other service businesses that manage many clients at once. It is most useful for teams that want project work and money tracked in one system rather than spread across several tools.

A free trial is offered on the website, and paid plans follow. Check the pricing page for current costs and which features each plan includes. Bonsai runs in a web browser, and it also offers a connection for use with AI tools. Teams that already use a separate accounting package may want to check how the integrations fit their setup.