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ONE PLATFORM TO STREAMLINE YOUR ENTIRE BUSINESS



Simplify your business operations and consolidate your projects, clients and
team into one integrated, easy-to-use platform.


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Client Management

Project Management

Financial Management


Proposals

Contracts

CRM

Scheduling
Projects

Time tracking

Tasks

Time sheets
Time sheets

Tasks

Invoicing

Payments

Expenses

Reports


TRUSTED BY THOUSANDS
OF AGENCIES AND CONSULTING FIRMS

Successful agencies, consulting and professional services firms rely on Bonsai
every day to run their business.

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Symmetric Agency
Tuuti
Agency
Empatico
Design Studio


CLIENT MANAGEMENT


STREAMLINE YOUR CLIENT WORKFLOW

Everything you need to manage leads, automate your client workflow and provide a
top-notch experience.

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CRM


PROPOSALS


CONTRACTS


RETAINERS


FORMS


SCHEDULING


CLIENT PORTAL


AUTOMATIONS


DISCOVER CLIENT MANAGEMENT IN BONSAI

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Bonsai has been with me since the beginning of my business journey, from a
one-person operation to a thriving team of 32+. Its blend of simplicity and
data-driven insights continues to be invaluable as we scale and grow.

Wilian, Founder of Zabal Media


PROJECT MANAGEMENT


DELIVER PROJECTS ON TIME AND BUDGET

Organize, plan and optimize project delivery with integrated tools that your
team will love using.

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TIME TRACKING


TASK MANAGEMENT


TIMESHEETS


CAPACITY


PROJECT BUDGETS


TEAM ROLES


DISCOVER PROJECT MANAGEMENT IN BONSAI

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Bonsai helped make my business a reality as I've scaled from working as a
freelancer to building a team of employees and contractors.

Jacob, Owner of Good Data Studio



FINANCIAL MANAGEMENT


SIMPLIFY CLIENT BILLING AND TRACK PROFITABILITY

Put billing on autopilot with recurring payments and monitor your revenue across
projects and clients.

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INVOICING


PAYMENTS


EXPENSES


SUBSCRIPTIONS


PROFIT & LOSS


SUBCONTRACTING


INTEGRATIONS


DISCOVER FINANCIAL MANAGEMENT IN BONSAI

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Trusted by thousands
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“Our best friend in scaling my business”

“Like putting our finances on auto-pilot”

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“Huge timesaver”

“It’s been the most stress-free year of my life!”

“I feel more confident”

“Backbone of my business”

“So simple”

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“A must-have!”

“I do less admin and do more of what I love”

“Worry-free contracts and invoices”

“It pays for itself”

“Great customer service!”

“A life-saver!”

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PRODUCTS

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BUSINESS TYPES

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RESOURCES

Freelance ResourcesBlogHow to Write a ContractHow to Bill a ClientOnline
Signature MakerOnline Invoice GeneratorSelf-Employed Taxes HubSelf-Employed Tax
Deductions
Comparisons
FreshBooks alternatives
QuickBooks alternatives
Wave vs. QuickBooks
Xero vs. QuickBooks
Stripe alternatives
FreshBooks vs. QuickBooks
HoneyBook alternatives
Dubsado alternatives
Proposify alternatives
Xero alternatives
Calendly alternatives
Acuity Scheduling alternatives
Monday alternatives
Asana vs Monday
Typeform alternatives
Stripe alternatives
Paperbell vs Honeybook
QuickBooks vs Excel
QuickBooks vs Quicken
Mint alternatives


TEMPLATES

Contracts
Contract templates
Virtual Assistant Contract Template
Free Social Media Contract Sample for Your Business
Free Simple Contract Template
Project Contract Template
Free Online Contract Maker
Free Hourly Rate Contract Template
Free Freelance Contract Template
Web and Graphic Design Contract Template
Client Contract Template
Proposals
Proposals templatesAccounting Request for ProposalBid Proposal
templateCollaboration Proposal templateFree Contractor Proposal templateFree
Creative Proposal templateFree Freelance Proposal TemplateFree Freelance Bid
Proposal TemplateFree Professional Proposal TemplateFree Services Proposal
TemplateFree Simple Proposal TemplateProject Proposal TemplateRetainer Proposal
Agreement Template
Invoices
Invoice templatesInvoice GeneratorFree Basic Invoice TemplateFree Blank Invoice
TemplateFree Contractor Invoice TemplateFree Custom Invoice TemplateFree Invoice
Template for EmailFree Proforma Invoice TemplateFree Retainer Invoice
TemplateFree Word Invoice TemplateFree Work Invoice Template
Forms
Form templatesWebsite Intake FormProject Intake FormFree Portfolio Contact
PageMarketing Client Intake FormComprehensive Client FormClient Intake
FormClient Info FormClient Feedback FormClient Enrollment FormClient Contact
Form TemplateBusiness Intake FormBusiness Client Intake Form
Quotes
Quote templatesBlank Quote TemplateCreative Quotation TemplateEditable Quotation
TemplateFormal Quote TemplateFree Contractor Quote TemplateFree Freelance
Quotation TemplateFree Sample Quotation TemplateFree Service Quote
TemplateOnline Quote TemplateWork Quote Template
Scopes of work
Scopes of work templatesContractor Statement of Work TemplateFree Consultant
Statement of Work TemplateFree Marketing Scope of Work TemplateFree SOW for
Software DevelopmentFree Statement of Work (PDF)Free Statement of Work Contract
TemplateFree Website Development Scope of Work TemplateFreelance Statement of
Work TemplateInterior Design Scope of Work TemplateProject Scope of Work
TemplateRemodel Scope of Work Template
Agreements
Agreement templatesFree Service Agreement TemplateFree Project Management
Agreement templateSample Lawyer Engagement LetterFree Non-Disclosure Agreement
TemplateMaster Service Agreement TemplateFree Independent Contractor Agreement
TemplateConsulting Engagement Letter Sample
Briefs
Brief templates
Free Creative Brief Template (Word)
Free Strategy Brief
Free Social Media Brief Template
Free Project Brief Template
Free Product Brief Template
Free Graphic Design Brief Template
Free Creative Brief Sample
Free Design Brief (with Generator)
Free Consulting Brief
Free Concept Brief Template
Free Client Brief Template
Free Agency Brief Template
Timesheets
Timesheets templatesProject TimesheetMonthly TimesheetWeekly TimesheetExcel
Timesheet

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product imagery is for illustrative purposes only and the actual product
experience may differ.

*Beyond the 7-day trial, there are no monthly fees and no minimums — usage is
conditioned to being on a Bonsai paid plan, see details here:
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