# Bonsai Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Bonsai the right Time Tracking solution for you? Explore 95 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/238825/Bonsai/reviews --- Bonsai 4.6 (95) [View alternatives](https://www.capterra.com/p/238825/Bonsai/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of Bonsai Ease of use 4.6 Customer Service 4.3 ## Pros and Cons in Reviews VM Vesna M Copywriter and Messaging StrategistMarketing and Advertising, Self-employedUsed the software for: More than 2 years. “For contracts you have so many different template options, it's easy to find one that matches your needs as closely as possible and then you can even convert it to a fully editable contract where you can add or remove entire clauses and make your own.“ November 19, 2024 VM Vesna M Copywriter and Messaging StrategistMarketing and Advertising, Self-employedUsed the software for: More than 2 years. “The reporting is very confusing to non-USD users. When I look at my dashboard and Bonsai gives me graphs and stats about my earnings, the dropdown menu is not intuitive, and I've had to ask support to help me understand what it means.“ November 19, 2024 LS Lars S Director, DeveloperMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “I believe bonsai offers us a unique CRM en planning system that is extremely well integrated with expense management, invoicing, contracting and much more.“ September 19, 2024 VM Vesna M Copywriter and Messaging StrategistMarketing and Advertising, Self-employedUsed the software for: More than 2 years. “For that reason, I ended up downgrading my Bonsai to a lower tier to make it more affordable again — which meant I had to give up custom branding.“ November 19, 2024 David C FounderInformation Technology and Services, 2 - 10 employeesUsed the software for: 1-2 years. “I've tried just about all the products out there for managing proposals, contracts, invoicing and more as a freelancer, and Bonsai is still the one for me.“ August 10, 2025 JP S OwnerIndustrial Automation, 2 - 10 employeesUsed the software for: 6-12 months. “I pay nearly $500 a year for their basic business services, and they charged me an additional $300 in transaction fees for my first two transactions and would not let me access the fund for over two weeks.“ March 28, 2024 CA Claudia A Founder and Creative DirectorDesign, 2 - 10 employeesUsed the software for: 6-12 months. “The templated contracts save me a lot of time on paperwork, and I love how everything updates automatically when payments come in, or projects move forward.“ October 29, 2024 DV Daniela V FounderMarketing and Advertising, Self-employedUsed the software for: Less than 6 months. “I can't believe they charge extra for the tax solution when the whole differentiator is beingthis one-stop shop.“ July 8, 2024 ## Showing most helpful reviews Showing 1-25 of 95 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Emeline B. Business Consultant Information Technology and Services Used the software for: 2+ years ### "Best project management tool for our agency!" June 17, 2024 5.0 Bonsai has significantly boosted our team's productivity, allowing us to focus more on delivering quality services to our clients. We highly recommend it to any agency or other type of small business looking to improve their business processes. Pros As a creative agency of over 15+ professionals, Bonsai has transformed our workflow. We started using them when we were only 2 people on the team, and we used Bonsai only for a few features at the beginning (proposals, contracts and invoicing). But as our team grew to nearly 20 people now, we started needing more features, and surprisingly, Bonsai grew as well and launched the features we needed like project management and budgeting, team resource planning and business profitability overview. It made our operations more efficient by simplifying the overall project management process and working with clients. We also tested a few other tools in the meantime but Bonsai was the only one that hit the sweet spot of easiness of use and a comprehensive list of features that seem to be specifically built for agency workflows. Additionally, the customer support is top-notch, always responsive and knowledgeable. Cons The only thing I'd suggest is to have maybe a little bit more design/structure control over client portal. Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)[Notion](https://www.capterra.com/p/186596/Notion/) Bonsai is very easy to use, our whole team likes it, simple client and project management, also the workflows are just what we were looking for. Clean interface, and has a very affordable pricing compared with competitors. Review Source BK Balaji K. CIO Computer Software Used the software for: Less than 6 months ### "Digital market agency CRM " October 16, 2024 4.0 Pros sales automation, projects management, tasks management Cons lack of some feature on client portal, clients not sync with quickbooks Reason for choosing Bonsai features like client portal, where clients can also interact like upload the files, support ticket, check status on projects Review Source VR Verified Reviewer Owner Industrial Automation Used the software for: 6-12 months ### "Nothing Good to Say About Bonsai" March 28, 2024 1.0 Pros Nothing likable about this brand or product. Cons Bonsai / Hello Bonsai is absolutely terrible. They charge ridiculous transaction fees and then hold your money up for weeks after the payment has been made. Absolutely infuriating, they have massively screwed up my business. I wish I had known this before signing up with them. I pay nearly $500 a year for their basic business services, and they charged me an additional $300 in transaction fees for my first two transactions and would not let me access the fund for over two weeks. I canceled my account with them as soon as I learned about their predatory practices. Literally, any other service would be better than Bonsai. In addition, Bonsai support is practically non-existent. I have never paid so much for a service and not been able to get an actual person on the phone to try to resolve even the most basic issues. Review Source DV Daniela V. Founder Marketing and Advertising Used the software for: Less than 6 months ### "So far so good! " July 8, 2024 5.0 So far so good. Love the UX, willing to giving it more time to try but maybe will have to switch to "rounded". Pros one tool for all needs: CRM, Invoicing, scheduling. One stop shop. Cons I can't believe they charge extra for the tax solution when the whole differentiator is beingthis one-stop shop. Also, couldn't connect my bank account and credit card for expenses tracking. Alternatives considered [Rounded](https://www.capterra.com/p/172907/Rounded/) Reason for choosing Bonsai CRM functionalities, but considering moving to rounded, since cheaper and really good for tax purposes (without charging an additional fee for it or asking you to have quickbooks integration). Switched from [Wave](https://www.capterra.com/p/178021/Wave-Apps/) Wave stopped working for companies outside the US. Review Source SN Syndi N. CEO Marketing and Advertising Used the software for: Less than 6 months ### "Good alternative to Dubsado, still lacking in features" July 16, 2024 4.0 So far, good. Customer service doesn’t have a live chat and responds within a day, which is ok. Again, I’m used to Dubsado which has live support. For the same price, I got better support and more features. However, I didn’t get the ability to enforce contracts, which is really what the switch was for. I can’t say it was an even switch and if the customer service and white labeling matched, I’d be ecstatic. Pros I liked the ease of setup and the ability to enforce contracts and setup workflows, but the workflows are still disjointed when it comes to connecting invoices, proposals, and contracts. What seems intuitive is not and what would make logical sense is not available. Cons Stripe integration is not visible unless certain settings are made (however, I’m still not able to get that functional). White labeling isn’t available for subdomains. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) For contract and invoice payment enforcement/late fee application. Review Source VR Verified Reviewer CEO Hospital & Health Care Used the software for: Less than 6 months ### "Try it, it's been helpful" August 7, 2024 5.0 It's been really great for contracts, project tracking, and invoices Pros It made starting my business so much easier! Cons Some of the screens were a bit counterintuitive. Alternatives considered [Fiverr](https://www.capterra.com/p/239416/Fiverr/) Reason for choosing Bonsai it had so many efficient products and aspects Review Source AL Anamarija L. Founder Glass, Ceramics & Concrete Used the software for: Less than 6 months ### "Great for small businesses owners !" July 2, 2024 5.0 Pros Intuitive design and overall clean interface Cons Document customisation is limited (invoices and proposals) Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing Bonsai easier to use, good price-value ratio and clean interface that has all i need in one place Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) easier and more prone to small businesses Review Source HG Heldor G. Marketing Manager Mental Health Care Used the software for: Less than 6 months ### "All-in-One Tool!" March 20, 2025 4.0 Using Bonsai has been a smooth ride, it is user-friendly and well-designed, though pricing may be a concern for some. Pros The automated workflows save a lot of time, and the pre-built contract templates are a great feature! Cons The pricing can be a bit high, especially since some advanced features require higher-tier plans. Review Source CA Claudia A. Founder and Creative Director Design Used the software for: 6-12 months ### "I finally have time to actually work on my business!" October 29, 2024 5.0 Pros Bonsai has been a game-changer for my freelance business! It's like having a personal assistant that handles all the tedious admin work. The templated contracts save me a lot of time on paperwork, and I love how everything updates automatically when payments come in, or projects move forward. Their automated workflows help me set up when documents and updates get sent to clients. Everything is streamlined, from project management to time tracking, helping me stay profitable. Plus, their customer service is exceptional. Always helpful and responsive when I need them. They listen to my feedback and consider feature requests, making me feel valued as a customer. I can finally focus on what matters: growing my business. Definitely worth the investment! Cons As a solo-preneur, taking time to learn new software can be challenging, especially with so many features to explore. But Bonsai has a very intuitive interface, so I got comfortable with everything in just a few days. Worth the effort! Review Source JH Jonathan H. Managing Director Management Consulting Used the software for: 1-2 years ### "Everyone Needs a Bonsai" October 29, 2024 5.0 Pain-free experience all around. Easy to log in, easy to find, easy to access the tools and products I need. In a matter of a few clicks. I had one issue with accessing Bonsai on the desktop app, contacted support and received a response and a solution in less than 30 minutes. Pros As the sole operator of my company, I don't have time to reinvent the wheel on the lifecycle from proposal submission to invoice generation from disparate and disaggregated sources. Bonsai is responsive to the time-crunched business owner like myself. The average turnaround time working with some clients from contract agreement to invoice generation and sign-off has been about 5 days. If you are a business owner who is also working for smaller organizations who need to get a project off the ground ASAP, then Bonsai is for you! Cons The legalese in the contracts, and the inability to make more substantive edits in this regard is a small negative - particularly when working with organizations who might not be as familiar with your business. Review Source MS Matthew S. Visual Designer Design Used the software for: Less than 6 months ### "Great all-in-one tool" May 18, 2023 5.0 Pros I like being able to streamline proposal creation and manage proposals, contracts, invoices, and tasks in one app. Cons Initially, setting up tasks and adding in custom hours worked (vs recording them) was a little unclear, but I figured it out. Switched from [Wave](https://www.capterra.com/p/178021/Wave-Apps/) I didn't really feel like Wave offered much besides invoicing, but I also didn't explore much. Primarily, a colleague of mine recommended it. Review Source LW Lee W. Business Owner Management Consulting Used the software for: Less than 6 months ### "Among the best on the market " February 28, 2023 5.0 I like the platform. I think it’s more compatible with small businesses and is loaded with features to help businesses grow. It has a lot of potential. I love it so far. Pros I have been searching for a one stop solution for a small consulting business as mine. This is the closest to the best there is on the market. It works. I has so many features that others just don’t have. It’s well thought out and well presented. Great software. Cons 1\. Could be integrated with a phone call feature 2. Could have a check deposit feature for the banking aspect 3. Payouts could be a little faster 4. Mobile app could be upgraded to so more from the app. Alternatives considered [Zapier](https://www.capterra.com/p/130182/Zapier/)[Wrike](https://www.capterra.com/p/76113/Wrike/) Reason for choosing Bonsai More practical and better presentation with way more features. Review Source JM Josue M. Web Specialist Internet Used the software for: 2+ years ### "Amazing business management tool" September 3, 2024 5.0 It's been very good! Bonsai has taken the headache out of invoicing and financial management. I know what money is due when and from who, all with automatic reminders and overdue interest accrual. Their support has also been extremely helpful :) Pros Super easy invoicing, great dashboard, beautiful looking templates Cons Not very powerful time tracking and general navigation is a little slow Review Source VR Verified Reviewer Photographer and Creative Director Media Production Used the software for: 1-2 years ### "Always Raving about bonsai " March 17, 2023 5.0 That being said, the exceptional customer service from Bonsai's team has made a real difference in my experience. They are always available to answer my questions and provide support, which is a rare find in today's digital landscape.Overall, I would recommend Bonsai to any freelancer or small business owner who values high-quality customer service and wants to streamline their workflow. While the price may be on the higher side, the time and effort saved on invoicing and contract management may make it worth it for some. However, those looking for more comprehensive proposal creation and onboarding features may want to explore other options. Pros Bonsai has truly been a game-changer for my freelance business. As a solo entrepreneur, I was struggling to keep track of my finances, contracts, and invoicing, which took up way too much of my time and energy. But ever since I started using Bonsai, everything has become so much more streamlined and effortless.Bonsai's user-friendly platform and intuitive features have made it easy for me to create and customize professional contracts and invoices that perfectly match my branding. Their built-in time tracking tool is a lifesaver, allowing me to track my hours and bill my clients accurately without any hassle.What really sets Bonsai apart, however, is their exceptional customer service. Their team is always available to answer my questions and provide support, and they go above and beyond to make sure that I am happy with their product.Overall, I cannot recommend Bonsai enough to any freelancers or small business owners out there who want to streamline their workflow and save time. Thanks to Bonsai, I have more time and energy to focus on what really matters - growing my business and serving my clients. Cons Bonsai has been a helpful tool for my freelance business, but it does come at a higher price point compared to some of its competitors. While the user-friendly platform and built-in time tracking features have saved me time and effort on invoicing and contract management, I do wish that Bonsai could do more in terms of proposal creation and onboarding new clients. Review Source TA Travis A. Video Editor Motion Pictures and Film Used the software for: Less than 6 months ### "Bonsai is a Great Service for Freelancers and Small Businesses" May 4, 2023 5.0 Overall, Bonsai provides a great service for Freelancers and Small Businesses. They have all the tools and resources needed to conduct business and get paid. Their invoices are very straightforward so as not to confuse the client's when they receive their invoice. Pros Bonsai has all the tools a freelancer, or small business, may need to contract work. Cons Sometimes it takes a few days to get a response from Bonsai's customer service reps but they have a forms page that has a lot of answers. This form can answer most of the questions you have so you don't have to contact customer service reps. Review Source CS Christopher S. Founder Marketing and Advertising Used the software for: 1-2 years ### "Solid Small Business Solution that grows with you." May 20, 2023 5.0 It was a good experience and we will continue to use it. Pros I liked how it kept track of our Tax payments and let us automatically set money aside for taxes. Cons The fact that our clients can't see their tasks. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Notion](https://www.capterra.com/p/186596/Notion/) Reason for choosing Bonsai Tax Preparation Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[Wave](https://www.capterra.com/p/178021/Wave-Apps/) Because Bonsai had Tax preparation. Review Source LJ Lee J. CEO Writing and Editing Used the software for: 6-12 months ### "I am satisfied a large part due to customer service." April 28, 2023 4.0 It was \[sensitive content hidden\] at first but again i appreciate the customer service that \[sensitive content hidden\] provided! He was incredibly helpful and the reason i continue to use this platform. Pros I love the customer service and once they get back with you they seem genuinely interested in providing solutions. Cons I was locked out of my account because I no longer had access to my to my old phone and should have been able to verify another way. Instead I had to reach out to support when the function could have simply been an additional option using the interface. I also feel like the processing fees from my contract being $40 and $50 bucks I should have 24 hour support but I understand. Review Source BB Ben B. Founder & Director Marketing and Advertising Used the software for: 2+ years ### "Long-time user" April 15, 2023 4.0 Pros It is very easy to use. The customer service is excellent. It works near-perfect for my invoicing, expense-tracking, proposals, and contracts. Cons I wish the project management feature were more built out. If this were the case, we wouldn't have to use an external tool (AirTable) in addition to Bonsai. Also, the mobile app doesn't have all the sections or features that the desktop version does. Review Source SM Sharina M. Principal Designer and Owner Design Used the software for: 1-2 years ### "Poor Customer Support and Horrible Payment Processing" October 9, 2023 5.0 Never had an issue before until a client I recently acquired that Bonsai has held my funds since October 5th and it is as of to date October 9th not been resolved and no hopes of it being resolved quickly. Pros Invoicing, time tracking and also like the organization and link to Intuit and Quickbooks. Cons High processing fees for payment and HORRIBLE timing to release payment. No Customer service number to speak with a human. Poor turn around response, believe it to be AI Generated. Disgusting customer service resolution and unacceptable responses to major concerns regarding payments. Review Source SK Sage K. Freelance Designer Graphic Design Used the software for: Less than 6 months ### "Freelance Gamechanger" March 13, 2023 5.0 Timetracking helps me make sure my pricing aligns with my scope and estimates. Tasks keep the list out of my mind and on track. Invoicing keeps my clients on track! Pros Before Bonsai I was using many different apps and ways to keep myself biz on track. Between spreadsheets, hello-sign, storing invoices and contracts in folders, and not really tracking my time, I was all over the place! Bonsai has improved my workflow, lessened my anxiety around invoicing, and made running my business (freelance graphic designer) much more streamlined! Cons I tried to download the bonsai App but couldn't, so I use the browser version. I also would like there to be a way to have a "deposit paid" line on invoices that isn't listed as a discount. Reason for choosing Bonsai Seemed simpler and more aligned with my needs Review Source JM Jonathan M. CEO & Founder Marketing and Advertising Used the software for: 6-12 months ### "Great Product" March 13, 2023 5.0 Pros Bonsai has one of the best platforms for proposals and has changed the game for our business Cons The cost for the platform seems to keep rising and is a touch much for having a lot of functions that we dont use. Review Source AM Adrienne M. Owner Marketing and Advertising Used the software for: 1-2 years ### "Perfect for my Business!" March 13, 2023 5.0 Pros Bonsai is very easy for me to use and helps make running an efficient business a breeze. Cons No complaints. Bonsai has worked great for what my business needs. Review Source CE Camille E. Head designer Graphic Design Used the software for: Less than 6 months ### "Amazing project management system " March 13, 2023 5.0 Pros I enjoy using the proposal and contract feature. I am able to send my clients a detailed proposal about my services and prices and have them easily sign a contract to protect myself and the client. Cons I wish the scheduling feature was more customizable as far as blocking off time or opening a specific date without having to open that day of the week entirely. Review Source KC Krys C. CEO Marketing and Advertising Used the software for: 6-12 months ### "Highly recommend!" March 21, 2023 5.0 Very amazing! Recommended to small businesses & freelancers Pros Highly recommend Bonsai for proposals, e-signed contracts, invoicing and much more! Cons Invoice customization to the fullest is needed and edit columns Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Too much manually work Review Source EM Elizabeth M. Software Engineer Computer Software Used the software for: I used a free trial ### "Great for New Freelancers" May 18, 2023 5.0 Pros I loved that it had everything I need for my new business in one place. Cons It would be great if there could be a tutorial for the financial side. It took me a bit to find everything that was available. Review Source Similar Products Featured ## Related categories [Project Management](https://www.capterra.com/project-management-software/)[Advertising Agency](https://www.capterra.com/advertising-agency-software/)[Scheduling](https://www.capterra.com/scheduling-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.