Welcome to Bonsai! Whether you're managing client projects, streamlining workflows, or scaling operations, our platform helps agencies save time and reduce complexity. From sending contracts to collecting payments and automating tasks, we're here to help you focus on what matters most - growing your business and supporting your clients.

To get started, we recommend reviewing our pricing page here that includes a full breakdown of our monthly and annual subscription plan offerings.

When you get started on the platform, you can personalize your documents and client portal with your own branding, ensuring everything reflects your business identity.

You can easily import the data you need to set up your account, including clients, paid invoices, time entries, and expenses.

You can manually add clients to your account before starting any projects with them. We’ve made the process simple and efficient.

An essential step for any agency or team is inviting your team members to your workspace.

After adding your team, you can adjust permissions to tailor access levels. This helps ensure everyone has the access they need, making collaboration smoother while keeping things secure and organized.

We’ve designed an intuitive task management system to help you stay organized and focused, so you can streamline your workflow and spend more time accomplishing what matters most.

In Bonsai you have the flexibility to live time track on your tasks, or manually add your hours whenever it's convenient for you.

When you create a project with your client, this opens up the possibility to create proposals, contracts, invoices and sharing other documents with your client directly.

The Client Portal allows you to share project details with clients in a branded, user-friendly interface. Clients can view invoices, documents, and past activity, upload files, and collaborate with you on tasks all in one place.

Proposals help you create a professional first impression with potential clients by outlining services, project scope, timelines, and budgets, all before moving forward with formal contracts.

Contracts help you formalize agreements with clients by clearly defining the terms, scope, timelines, and payment details, ensuring both parties are aligned before work begins.

Invoicing streamlines the process of billing clients by clearly outlining the services provided, payment terms, and due dates, helping you maintain a professional and organized workflow.

With our scheduling feature, clients and leads can easily book time with you based on your availability, all within the platform—no need for extra subscriptions.