Bonsai

Bonsai connects the steps of managing a client engagement, from a proposal and contract through project work and invoicing. Originally associated with freelancers, it also serves agencies and other service businesses. Time tracking and expense records support billing, while client management tools keep contact details and project information close to the work. Payment collection and late-fee settings help with the administrative side of getting paid.

That connected workflow is useful for independent writers, designers and developers, as well as teams delivering client projects. Client-facing portals provide a shared place for relevant documents and interactions. Bonsai also offers tools for self-employed expense deductions and quarterly tax estimates, subject to the relevant product and jurisdiction. Its main appeal is reducing the need to move information between separate proposal, contract and billing apps, rather than managing retail stock or complex accounting.