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Bonsai is an all-in-one business management platform built for freelancers, agencies, and small service businesses. It handles proposals, contracts, invoicing, payments, time tracking, expenses, and client management in one place so you can run your business without juggling five different apps. The platform includes lawyer-approved contract templates, Gantt chart project management, team workload monitoring, and a branded client portal. You accept payments through Stripe and PayPal, track expenses, and manage income for tax time. Bonsai starts at $9/user/month (annual). Core features like invoicing require the $19/month Essentials plan, and integrations with QuickBooks, Zapier, and Calendly need the $29/month Premium plan.
A STOA consultant can help you evaluate these tools based on your specific business needs and walk you through implementation.
Talk to STOABonsai is best for freelancers and small service businesses — think consultants, designers, or agencies — who want one tool to handle contracts, invoices, and client work instead of five separate apps. The lawyer-approved contract templates and built-in payment processing are genuinely useful, but the fact that basic invoicing requires jumping to the $19/month plan (not the $9 entry plan) means your real starting cost is higher than it first appears.
