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Bonsai

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Tool

Curated by Surfaced Editorial·Productivity·2 min read
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Bonsai, developed by Hello Bonsai, Inc., is an all-in-one business management solution specifically tailored for freelancers and small agencies, covering contracts, proposals, time tracking, invoicing, and accounting. It allows users to streamline their entire workflow from client acquisition to payment, offering legally vetted contract templates, project management tools, and automated expense tracking. The platform is primarily web-based, with robust integration capabilities and a mobile app (iOS, Android) for on-the-go tasks. Its most used feature is its seamless integration of contracts, projects, time tracking, and invoicing into one fluid workflow. All data is securely stored in the cloud, providing a centralized hub for all freelance business operations.

Why It’s Useful

It eliminates the fragmented mess of using multiple tools for different aspects of a freelance business, providing a single, coherent platform. For a freelance content writer, it means generating a professional proposal, drafting a contract, tracking time on articles, and sending an invoice all from one dashboard, drastically reducing administrative overhead. For a web design solopreneur, it simplifies client onboarding with customizable proposals and contracts, then seamlessly transitions into project management and automated billing. The free tier is a 14-day trial, allowing full access to test all features before committing, which is useful for evaluating its comprehensive offering. Compared to standalone invoicing tools, Bonsai wins by providing a holistic ecosystem that covers the entire client lifecycle, from lead to payment. A power feature is its integrated tax planning, helping freelancers estimate and manage their quarterly tax obligations based on income and expenses. While comprehensive, a non-technical person can easily set up a project and send their first invoice within 10-15 minutes, leveraging its intuitive templates.

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