Hi Bonsai Support Team, I just wanted to say thank you for giving me access to my account and for being so patient while I transferred my remaining $24. Your team responded quickly and consiste... See more
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Company details
Written by the company
One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform. Trusted by thousands of agencies and consultancies.
Contact info
PO Box 191651, 94119, San Francisco, United States
- support@hellobonsai.com
- hellobonsai.com
Replied to 9% of negative reviews
Typically replies within 24 hours
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Terrible invoicing tool
Terrible invoicing tool. Super unflexible and so many features missing you would expect from a basic invoicing tool. For example you can't even bulk download invoices. You literally need 3-4 clicks per invoice to download. Unfortunately used it way too long before I took the work to switch. Absolutely Terrible.
Hi Bonsai Support Team,
Hi Bonsai Support Team,
I just wanted to say thank you for giving me access to my account and for being so patient while I transferred my remaining $24. Your team responded quickly and consistently, and everything worked out smoothly in the end. I appreciate the help and the professionalism.
Thanks again for making the process easy.
— Darrin Ingraham
Claire was the representative that…
Claire was the representative that helped me troubleshoot an issue I was having with my invoicing she was very patient and professional and made me feel like she was really there for me. I’m so happy with service and was over joyed that we got it back working. Thank you so much Claire keep up the great customer service.
Customer support responded quickly
Customer support responded quickly, and took care of my concern accurately and in a friendly manner.
Quick response and understandable…
Quick response and understandable communication.
Great Customer Service
Timely response to my questions and went the extra distance to provide insight into future product enhancements
Total scam
Asked for a refund but I never installed the service. Worked with Bonsai to get refund and the took over my screen and ultimately wanted me to log in to my bank account while the had access to my screen. PURE SCAM

Reply from Bonsai
Super helpful and responsive help
Super helpful and responsive help. Very happy with the customer service!
Claire provided a fantastic support and…
Claire provided a fantastic support and resolved the issue encountered.
Terrific product and great service
Terrific product and great service. They are always fast to respond and on point! 💯
Finally a CRM that gets how businesses agencies operate
I’ve tried countless CRM and project management apps, but none have impressed me as much as Bonsai. From the very first moment, it’s clear that the team truly cares about the user experience the interface is clean, intuitive, and at the same time powerful and professional.
What really stood out to me is the customer support. They don’t just respond politely they actually listen, provide real solutions, and even have a voting system for feature requests! Honestly, I’ve never seen that anywhere else.
I suggested a couple of ideas and the team genuinely seemed interested in considering them.
It’s obvious that Bonsai was built thoughtfully, with a focus on usability and the real needs of professionals, rather than just adding features for the sake of it.
After trying so many tools, I’ve decided to move my business fully to Bonsai. Huge congratulations to the team, keep up the amazing work!
Definitely Recommend
Highly recommend the team at Bonsai. Frequent updates, and great focus on making life easier for running an agency. It's saved us hundreds of hours
I'm genuinely disappointed with Bonsai
I'm genuinely disappointed with Bonsai. Once again, I’m trying to download my previous invoices from the 2024 tax year and the process is painfully slow and broken. I have raised this issue with them many times and it still remains unsolved.
After going through three or more steps (Each time a new window opening) that should allow me to access my invoices, every window just sits endlessly on “loading” for over 10 minutes each time and some never populate. This is a basic task required for tax returns, and it’s unacceptable that a platform at this price point makes it so difficult.
For software that markets itself as professional and seamless, the user experience feels clunky and outdated. Other, far more affordable tools handle this effortlessly. I honestly don’t understand how Bonsai still has such a large client base given how unreliable this feature is.
If you rely on easy access to your financial documents, think twice before choosing Bonsai.
Bonsai's integrated platform is an…
Bonsai's integrated platform is an exciting prospect but it falls dramatically short of its competitors. Unfortunately it lacks key accounting and bookkeeping features for even the most basic needs.
Bonsai is THE BEST
Hello Bonsai was the key to streamlining my client processes and making my business operations so much more professional. I can embed my onboard form right into my website, collect responses, send proposals with my favorite feature, the "50% payment upon acceptance" tool, and whip up EASY branded invoices any time. It truly is everything I need all in one. Highly recommend!
Client Centric Excellence
Bonsai has developed an extremely client focused platform, and they stand behind their product from listening to their clients needs and input on future features and their technical support when needed is excellent!
Help with on an issue when…
Help was needed for an issue when invoicing. The issue date populated with my name instead of date. It turned out to be a problem with an extension I had downloaded but Sara helped me sort it out very efficiently.
Hello Bonsai has the best support team!!
Claire was quick to support me with my problem. She was detailed with her help and made sure I was served before closing my ticket when I didn't respond. 10/10 customer service, even though our conversation was via email, I could tell she was kind and WANTED to help me.
Bonsai has tanked multiple client relationships
Bonsai makes it impossible to get resolution on issues on the client side or on the paying user side. I own a small marketing agency and have experienced nothing but headaches since starting with Bonsai 6 months ago.
On top of 7-10 business day delays to get client payments, invoices mysteriously get "charged back" and disappear from Pending status. Right now I have almost $20K in invoices that are floating in the ether. The finance team at my client can't figure out anything wrong on their end, meanwhile Bonsai won't answer messages or support emails.
This does not happen with Bill.com or Quickbooks. I tried to go with a startup (I work with startups every day and love supporting category disruptors), but If you're a small business owner that cares about client experience and getting paid in a timely fashion, Hello Bonsai is not it. Stay away.
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