(4.5 / 5)1715+ Ratings

Bonsai Reviews

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Overall Rating

4.5

2 Reviews

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About Bonsai

Bonsai is a platform that helps freelancers manage their business with ease. Whether you need to create a contract, send an invoice, track your time, or get paid online, Bonsai has you covered. Bonsai also helps you streamline your workflow, automate your tasks, and stay compliant with taxes and regulations. Trust in Bonsai to simplify your business management, allowing you to focus on what you do best.

Bonsai Pros & Cons

Pros of using Hellobonsai.com include:

Comprehensive workflow coverage: It covers various aspects of a business, making it a one-stop solution for freelancers and small businesses.
Seamless integration: The platform integrates various tools within it, providing a smooth user experience.
Clean, easy-to-use interface: The user-friendly interface makes it easy for users to navigate and use the platform.
Affordable pricing plans: The pricing plans are reasonably priced, making it accessible for freelancers and small businesses.

On the other hand, the Cons include:

Language limitation: Currently, the platform only supports the English language, which limits its usability for non-English speakers.

These pros and cons make Hellobonsai.com a considerable option for freelancers and small businesses looking for a comprehensive, integrated, and affordable business management platform. However, the language limitation might be a barrier for non-English speakers.

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Bonsai Customer Reviews (2)

0/5

Alexander Pedersen

Verified Buyer

May 12, 2023

Rikke Lind

Verified Buyer

May 11, 2023

Bonsai Customer’s Q&A

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Bonsai Features and Benefits

Hellobonsai.com is a business management software designed to streamline operations for agencies, consulting firms, and professional services. It consolidates projects, clients, and teams into one integrated, easy-to-use platform.

Key features include:

Client Management: Manage leads, automate client workflow, and provide a top-notch experience.
Project Management: Organize and monitor project delivery with integrated tools. This includes tasks, time tracking, budgets, timesheets, client portal, reports, and resource planning.
Financial Management: Monitor revenue with detailed finance reports. Put billing on autopilot with recurring payments and retainers. This includes invoicing, payments, budgets, expenses, and forecasting reports.
Integrations: Connect Bonsai to other tools.
Automations: Save time with automated workflows.
Reports: Dive into key KPIs and get clarity on financials.

Benefits of using Hellobonsai.com include:

Streamlined Operations: By consolidating projects, clients, and teams into one platform, it simplifies business operations.
Improved Efficiency: With integrated tools for project and client management, it enhances workflow and productivity.
Automated Financial Management: It simplifies billing with recurring payments and retainers, and provides detailed finance reports for revenue tracking.
Enhanced Productivity: With features like time tracking, invoicing, and proposal templates, it helps freelancers and small businesses focus on their work.

It's trusted by thousands of agencies and consulting firms and has received positive reviews for its blend of simplicity and data-driven insights. It offers a free trial for 7 days.

Remember, this information is based on the latest available data and may have changed. For the most accurate and up-to-date information, please visit the official website.

Bonsai Pricing

Hellobonsai.com offers three main pricing plans:

Starter: Priced at $21/month, this plan is ideal for freelancers and contractors just starting out. It includes all templates, unlimited clients & projects, invoicing & payments, proposal & contracts, scheduling tasks & time tracking, client CRM, forms & questionnaires, and expense tracking.
Professional: Priced at $32/month, this plan includes everything in the Starter plan, plus the removal of Bonsai branding, workflow automations, a branded client portal, unlimited scheduling events, QuickBooks integration, Calendly integration, and Zapier integration.
Business: Priced at $66/month, this plan includes everything in the Professional plan, plus resource planning & scheduling, utilization & capacity reporting, profitability & productivity reporting, subcontractor management, custom task fields, and premium customer support.

In addition to these plans, there are also add-ons available:

Team Seat: Invite teammates to collaborate on projects, track time, and manage clients for $10/month.
Bonsai Tax: Track expenses, identify write-offs, and estimate quarterly taxes easily for $10/month.

All these plans are billed annually. A free trial is available for 7 days. After the trial period, a plan must be chosen to continue using Bonsai. The subscription can be changed at any time via the Subscription settings. The Bonsai subscription is tax-deductible as it is categorized as a deductible software expense.

Payment Method

Hellobonsai.com offers several payment methods:

Bonsai Payments: This is the proprietary platform of Hellobonsai.com, designed to offer greater flexibility and control over payment features. It allows payments via credit card, debit card, and bank transfer (ACH). The fees are 2.9% + $0.30 for most debit/credit cards, 1% for ACH payments. Bonsai Payments is currently available in the US, Canada, UK, and Australia.
Stripe: Hellobonsai.com has a direct Stripe integration that allows accepting Credit Card and ACH payments.
PayPal: Users can integrate PayPal directly into their invoices for a convenient payment option.

These payment methods ensure swift and easy payments for users. The pricing of each option varies both by payment method and based on the user's country.

Bonsai FAQs

How To Open A Bonsai Account?

To open an account on Hellobonsai.com, follow these steps:

Create an account if not already done.
Import existing clients to start setting up projects with them.
Add services to save time on creating invoices and proposals.
Add branding so that it applies to all future client-facing documents and emails.
Embed a contact form in the website to send leads directly into Bonsai.

These steps will help get the business up and running with Bonsai. It's important to note that after creating an account, a free trial is available for 7 days. After the trial period, a plan must be chosen to continue using Bonsai. The subscription can be changed at any time via the Subscription settings. The Bonsai subscription is tax-deductible as it is categorized as a deductible software expense.

Bonsai Alternatives

Here are the top 10 alternatives to Hellobonsai.com:

Bloom: A business workspace for freelancers and small independent businesses with a combination of powerful features and an easy interface.
Dubsado: A project management app that helps build relationships, create workflows, and schedule appointments.
Honeybook: A cloud-based CRM software tool for freelancers that streamlines workflow and boosts sales.
PandaDoc: A platform that helps manage documents and enhances the process of creating, approving, and eSigning proposals, quotes, and contracts.
Freshbooks: An accounting software that makes running a small business easy, fast, and secure with features like invoicing, expenses, time tracking, and more.
InvoiceNinja: An open-source platform to create invoices, track payments, expenses, and time billable tasks.
Agiled: A business management platform designed to manage employees, clients, finance, and more in one place.
AND.CO: A business management software designed to help freelancers, solopreneurs, and entrepreneurs save time on running their business.
Hiveage: An online invoicing software designed to help small businesses and freelancers to send invoices and estimates, bill clients recurrently, track time and expenses and accept online payments.
Bundlify: A platform that offers solutions for project management, time tracking, and invoicing.

These alternatives offer a variety of features that might suit different business needs and preferences.

Bonsai Return Policy?

Hellobonsai.com offers a 7-day free trial for new subscriptions. If a user decides that the service is not what they expected, there is a 14-day refund policy. To be eligible for a refund, one must contact hellobonsai.com within two weeks of being charged for the subscription. Refunds are processed if the request is made within this timeframe.

For payments made through Stripe or Bonsai Payments, refunds can be actioned directly on Bonsai’s platform. It is important to note that refunds should not be actioned through the Stripe Dashboard directly, as this will only refund the net payment amount, excluding any processing fees.

Refunds can typically take up to 10 business days to be fully processed due to security reasons and may also vary depending on the client's financial institution.

In the case of PayPal payments, refunds should be processed through the PayPal dashboard. For ACH bank transfers, since it is not an integrated payment method, refunds cannot be completed electronically. Instead, one would need to transfer funds back to the client from their bank account.

For payments made by alternate methods such as wire transfer, mailed check, cash, or other payment platforms, the refund will need to be issued directly from one's bank account electronically, by cash, or by an alternate payment platform.

Only account owners can view invoices and are the only account type that can issue a refund to a client. Collaborators cannot action refunds.

Should there be any issues with the refund process, or if it remains in processing status after the 10 business day period, one is advised to reach out to hellobonsai.com support for assistance.