Bonsai ◆
Bonsai is an all-in-one business management platform for freelancers and service teams, covering CRM, proposals, contracts, invoicing, time tracking, and expenses.
Indy solves the problem of juggling multiple apps for freelancer admin work. Instead of separate tools for proposals, contracts, invoices, and time tracking, Indy brings everything into one clean, unified workspace. It helps independent professionals save time, reduce subscription costs, and keep client work organized from first pitch to final payment.
Indy is built for freelancers, solopreneurs, and small agencies who want to simplify their business operations. It’s ideal for web designers, graphic designers, writers, virtual assistants, videographers, photographers, business coaches, marketers, and web developers. It is not designed for large teams or enterprises needing advanced project management or accounting software.
Create and send proposals and estimates, generate legally binding contracts, track billable hours with a timer, invoice clients (including recurring invoices on Pro), manage expenses, and store files up to 10GB on Free or 1TB on Pro. The platform includes a client portal so clients can view proposals, contracts, and invoices in one place. Pro adds AI digital assistant, branded client portal, Zapier integration, Google Calendar sync, white labeling, embedded forms, and live chat support.
A freelance graphic designer can send a proposal, turn it into a contract, track time against the project, and invoice from tracked hours — all within Indy. A virtual assistant can manage multiple clients, schedule meetings via the built-in calendar, and send recurring invoices on Pro. A small agency can use tasks, file storage with version tracking, and forms for lead generation.
Indy pricing: Free · from $12.50/mo. Billing model: Freemium.
Unlimited use of basic tools. Includes: 3 proposals/month, 3 contracts/month, 3 invoices/month, up to 3 clients, projects, calendar, forms, tasks, time tracker, file storage (10GB, max 200MB per file). No credit card required.
Includes everything in Free, plus: unlimited proposals, contracts, invoices, and clients; AI digital assistant; branded client portal; customizable templates; recurring invoice series; file storage (1TB, max 1GB per file); Zapier integration; Google Calendar sync; embedded forms; white labeling; Gmail integration; live chat support. Try Pro free for 7 days. 30-day money-back guarantee.
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