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It allows me to manage my proposals, invoices and payments all in one place. I also like that I can manage my services, packaging, contacts. I also think the scheduling too, forms and expense tracking tools are handy as well.

I don't dislike anything but I wish that you could export your contacts and form responses into csv files.

It allows me to have all of the key things i need for my business in one place. It definitiely helps me track tasks, contracts, and proposals.

I can easily issue online-payable invoices from the account where my money sits in checking. It's extremely convienet and simple. Importantly, I can choose to pass the cc processing fee on to my client.

The graph that they display to chart income and expenses is hard to read, and not very helpful.

Bonsai serves a one-stop shop for running a small freelance business.

It helps with taking payments and keeping all your clients in one place. I've been using them for a year now and so far their pricing is great and the features like contracts, forms and invoicing are great.

Cash Card doesn't work well internationally

It helps me take payments from clients that isn't able to use certain methods.

As a designer and small business owner, I have tried SO MANY invoicing and payment platforms. All of them claim to be the best for a variety of reasons. After switching to Bonsai I can safely say I finally found the best. Not only is their platform easy to use and user-friendly, but they automate helpful pieces of the payment process and my favorite part is you can charge your customer the CC processing fees. The money I save on processing fees alone MORE than covers my Bonsai subscription cost. It's a no-brainer.

I'm not sure there is anything worth noting that I don't like at this point honestly.

Reminding customers of their pending invoices is super helpful. But I think the main problem they solve for me is allowing me to charge my customers for the credit card fees. This allows me to get paid faster and the savings MORE than cover the cost of my Bonsai subscription so it's a win-win.

It's easy to use and has just the right amount of functionalities for me as small business owner. The price is more than fair for the solution and the interface is nice to look at.

Not being able to make changes on my notes from the Bonsai app, which would be excellent when on the go.

I have all my client details in one spot and was able to add custom information for each client that adapts perfectly to my business. I keep track of accounting, contracts and invoices all in the same platform.

Bonsai is the most intuitive freelance tool I've ever used. I've used all the different freelancing tools out there from Quickbooks, AndCo, Square, Due, Invoicely, etc. and none compare to how feature-packed Bonsai is. It has all the features you would need to have a service-based business, including invoicing, time tracking, proposals, contracts, accounting (+tax estimates). It's the best tool for a Sole Proprietor by far without having to pay the annoying fees their competitors charge. It keeps me extremely organized.

I wish there were more support for non-Sole Proprietor users. I genuinely love using this tool, from the UI to all the different features, but the fact that if I scale my business, I'll eventually need to migrate off this to a more enterprise-supported tool like Quickbooks is unfortunate

I originally found Bonsai because I needed a tool to invoice my clients. I was new to starting my business, so doing this easy and fast was a priority of mine. When I signed up with Bonsai, I found that not only do they handle the invoicing, but they have a complete workflow for leads built-in. You can input a lead as a company and create multiple proposals, contracts, and invoices all under the umbrella so that you can manage multiple agreements and contracts. All of which is fully customizable, and their latest features allow you to automate the steps.

It's affordable for a small freelancer (annual discount). Makes me look professional and sophisticated while working in my pajamas on my laptop. Keeps all my client contracts, forms and invoices in one place. I can use my own logo.

I wish they offered different font selections for signing the contract. That's the only thing I don't like! Everything else is AMAZING! (They did add TONS of font options for contracts, maybe they will add new fonts for Signatures also.)

When I started freelancing, I was using 3-4 different platforms/applications to onboard and manage my clients. Venmo, Google Forms, MS Word - it was a mess! And a maze. I had to make myself a flow chart so I didn't get confused lol, imagine how my clients felt. Now everything is all in one place and has my logo on it. I love that it presents a professional, integrated look to my clients and it streamlines everything for me as well. Massive win-win! I also love that clients can pay their invoices directly within the invoice and I don't have to also have Quickbooks.

I love everything about Bonsai! It is undoubtedly the tool I've relied on the most to help launch myself as an independent consultant. I love how easy the software is to create proposals, contracts, invoices, time tracking, and generally how beautiful the design is. I love the pricing as well, which I feel is a great value for everything I get in return.

One downside to Bonsai is that it is not as strong on the tax accounting / financial analysis side as my business bank services are. I wish they would expand their software to also help capture business expenses, receipts, etc. so it's truly a one-stop-shop for my entire business.

I've solved the problem of not having any other easy means of generating contracts, time tracking, and invoices. I've realized many benefits, including generating new business as seamlessly as possible and making sure I am paid on time regularly.