Product

About the Bonsai

Bonsai is a cloud-based business management platform designed for freelancers, solo professionals, and small agencies to streamline projects, clients, contracts, invoicing, and payments. It provides modules for project management, CRM, proposals, agreements, forms, time tracking, expense and budget management, plus robust automation features. Bonsai integrates with tools like QuickBooks, Xero, Zapier, and Calendly, and offers a client portal for collaboration and billing transparency. The platform is recognized for its ease of use and broad operational coverage, helping solo professionals and teams scale workflows and financial management efficiently.