
Bonsai
7.9#1 in client management softwareFrom $15 a monthAndroidiOSWebAPI
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| Fact | Bonsai | Indy |
|---|---|---|
| Integrations | Official integration resources cover QuickBooks Online, Xero, Zapier, Calendly, Gmail, Outlook, Zoom, HiBob and a Bonsai MCP server. | Indy lists Google Calendar, PayPal, Stripe, and Zapier integrations; Gmail integration is included with Pro. |
| Product | Bonsai consolidates projects, clients, and billing in a platform for service businesses. | Indy is an all-in-one set of tools for managing a freelance business, from proposals and contracts to time tracking, invoices, and payments. |
| Project management | Project workspaces combine dashboards, budgets, forecasts, tasks, dependencies, client collaboration, time and expense tracking, reporting, resource allocation and automated workflows. | Projects provide a shared workspace linking client communication, tasks and related documents. |
| Rating on G2 | 4.3 out of 5 from 101 reviews | 4.5 out of 5 from 2 reviews |
| Rating on GetApp | 4.6 out of 5 from 95 reviews | 4.7 out of 5 from 103 reviews |
| Rating on Trustpilot | 4.3 out of 5 from 639 reviews | 2.5 out of 5 from 11 reviews |
| Rating on TrustRadius | 9.1 out of 10 from 5 reviews | 10 out of 10 from 1 reviews |
| Security | Bonsai says it achieved SOC 2 Type II compliance on July 3, 2025, and describes enforced multifactor authentication and least-privilege access. | Indy states that it uses SSL encryption for payments and industry-standard encryption and safeguards for user data. |
Bonsai suits freelancers and service-business teams that want client, project, and financial workflows in one platform. Its range of roles includes leadership, operations, project managers, and team members.
Indy suits freelancers who want to manage business documents, invoicing and payments in one web-based toolkit. The Free plan fits limited monthly use, while Pro Bundle supports users needing more clients, documents and storage.