BonsaiReviews of hellobonsai.com

I have been using bonsai for years...maybe since 2015 when they were very young. At their core is convenient fill-in-the-blank style proposals, contracts and invoices, which have been reliable for years. They added white-listed client portals with all kinds of plugin/automation options and I was thrilled when Bonsai Cash was introduced. I love the checking account, debit card and the ability to automate envelope-style saving. Having a biz checking via Bonsai completed the loop on getting invoices paid and managing expenses as a professional. The expense tracking portion could use "rules" so that I'm not constantly re-tagging the same entries every month. And I do wish that my bonsai checking account would connect via Plaid to my QBSE account for tax purposes, since I'm not using the tax portion of the platform. I also frequently find myself closing the mobile app and going to the mobile site for more functionality. The app is too bare bones to be useful, but it does *look* good. Overall, I'm extremely happy with Bonsai, but these last few UX items would really get it a 5 star rating from me :)

I love that Hello Bonsai is a mostly one-stop shop. It has been great to have invoicing and time tracking within the same program.

I like bonsai, they get a lot of things right. Their invoice system is simple. However, their mobile apps is not that good.

Bonsai is (in my opinion) the most comprehensive and easy to use platform for freelancers and small business owners. I've done my fair share of product evaluation for my creative studio and Bonsai's ease of use and line of products. I struggle heavily with automating a proposal and contracting process as I am generally the 'contractor' as well as the 'salesman'. Bonsai helps alleviate the tedious parts of writing high-ticket proposals and contracting for projects. I give them 4 stars as I believe they can grow further on their products. I personally am looking for a full hub where I can manage the BOH items in 1-2 places. Bonsai's getting close, but not there yet in my opinion. Client accounts/chats for each project would be helpful, as well as a smoother client dashboard with form intake for onboarding. Like I said, they're close, but in my opinion needs some polishing. All in all, this is a fantastic tool for freelancers and small businesses that don't want to deal with the tedious parts of securing their projects. Would definitely recommend to my fellow creatives and friends.

Awesome thank you

Great platform to manage clients as a freelancer or small business. All clients and projects managed in one place, with and good control over invoicing, billing, time logging. Templates for building and signing contracts and everything handled through the platform so much easier for you and your client. Everything can be customised to fit your needs (such as automated custom invoicing with unusual schedules, or tailored pay rates for specific days on projects that otherwise have a fixed rate.) Good feedback forum to evolve the platform with our suggestions.

Very easy to download and use. Thank you!!

Just fine for what I needed. Thanks.