Meridian vs Bonsai · Updated August 2026
Both run the client side of a consultancy — pipeline, engagement letters, time, invoices. The difference shows up the moment you bring in a second pair of hands.
Section 01 · The comparison nobody runs
Work-management tools track what you're doing. They don't track what you're owed. Here's what a three-person UK consultancy typically buys around them.
The cost isn't really the money. It's that the proposal never becomes the project, and the timesheet never becomes the invoice. Somebody re-keys it. In a small consultancy, that somebody is you, on a Sunday.
Section 02 · Head to head
Bonsai is a good product with years of road behind it. We'd rather you saw the whole picture than a table we rigged.
Section 03 · Fit
Not freelancers billing by the hour, and not agencies with an ops team. The bit in between, where the founder is still the back office.
Three or four retained clients, monthly invoices, no admin support. The engagement letter and the invoice should be the same system.
Day rates and defined pieces of work. Proposal, scope, delivery, bill — one thread instead of four apps.
Surveying, H&S, HR, planning, IT. Two to five people, recurring clients, real paperwork obligations.
Not for you if: you need deep third-party integrations, a large template catalogue, or the reassurance of a big vendor. Bonsai will serve you better, and we'd rather say so now than after you've moved your client data.
Start
Put an actual enquiry through it — proposal, engagement letter, time, invoice. If it hasn't saved you an evening by day fourteen, it isn't the tool for you.
Start the 14-day trialNo card. £29 solo, £59 for the team, cancel any month.