Bonsai

Bonsai is a unified business management platform for freelancers, solopreneurs, and service businesses. It consolidates client management, project delivery, and billing into one easy-to-use platform, replacing the chaos of spreadsheets and separate tools.

What it does

From a single dashboard, you can manage leads with a built-in CRM, create branded proposals and contracts with e-signatures, schedule and run projects, track time, and handle invoicing, payments, and expenses. Finance reporting, recurring payments, and retainer management help put billing on autopilot.

Best for

Bonsai is used by 10,000+ firms and freelancers who need an end-to-end workflow from proposal to payment. It suits service businesses managing multiple clients and projects, as well as solopreneurs wanting professional proposals, contracts, and integrated finance tools. It is not designed for large enterprises with complex ERP needs.

Real use cases

Agencies use Bonsai to track project budgets and time across teams, while solo consultants streamline client onboarding with automated proposals and contracts. Retainer and recurring billing features help creatives and consultants maintain predictable cash flow.

• CRM & Client Workflow — Manage leads, deals, and clients with automations and a client portal
• Proposals & Contracts — Create branded proposals and agreements with templates and e-signatures
• Invoicing & Payments — Send invoices, accept online payments, and set up recurring billing and retainers
• Time Tracking & Timesheets — Log hours against projects and manage timesheets
• Project Management — Organize tasks, Gantt views, budgets, and resource planning
• Expense & Income Tracking — Monitor expenses and revenue with detailed finance reports
• Integrations — Connect QuickBooks, Xero, Zapier, Calendly, and Google