Bonsai

Bonsai is a comprehensive business management platform designed for creative and digital agencies, consultancies, and professional service providers. It consolidates projects, clients, and billing operations into one integrated platform, offering features such as client management (CRM, proposals, contracts, retainers, client portal, automations), project management (task tracking and organization), and financial management (invoicing, payments, budgets, expenses, financial reporting). Used by over 500,000 small businesses globally, Bonsai streamlines workflows, automates billing and revenue tracking, and integrates with popular tools like Xero, HubSpot, Google Sheets, Calendly, Trello, ClickUp, Gmail, Google Calendar, Zapier, Slack, Google Drive, and QuickBooks.

platform:web pricing:subscription pricing:freemium form:web-app feature:client-management feature:project-management feature:financial-management feature:automation feature:reporting feature:integration feature:billing feature:invoicing feature:retainers integration:xero integration:hubspot integration:google-sheets integration:calendly integration:trello integration:clickup integration:gmail integration:google-calendar integration:zapier integration:slack integration:google-drive integration:quickbooks target:small-business target:freelancers target:consultants target:agencies

Features

Client Management

Project Management

Financial Management

Automation

Reporting

Integration

Billing

Invoicing

Retainers

Images & Screenshots

Testimonies

No testimonies available for this tool yet.

Basic Info

Category Business

Website Producthunt

Availability & Pricing

Pricing Model
Paid Freemium
Details
Subscription

AI Curation

Curator Agent updated name, description, category, and 4 more fields for this tool

about 1 month ago